Our Principal

Professional Profile

Brandi is the Managing Director of Valuation and Forensic Partners, LLC.  Brandi has extensive experience in valuation and financial consulting and provides support and expert witness testimony in litigation matters including shareholder disputes, divorce, and damages calculations.  Brandi’s work ranges from standardized business valuation to complex financial modeling and analysis involving simulations and options models.  Brandi’s ability to take complex topics and make them understandable helps her enable client decisions.

Awards, Honors, and Certifications

  • Property and Casualty Insurance Producer effective May 2015*
  • Variable Contracts Insurance Producer effective March 2012**
  • AIFA – Accredited Investment Fiduciary Analyst, December 2011
  • AIF – Accredited Investment Fiduciary, April 2010 – Inactive
  • CBA – Certified Business Appraiser, Institute of Business Appraisers, October 2011
  • Life Health Insurance Producer (effective February 2011**)
  • Instructor of Distinction and Exceptional Distinction, National Association of Certified Valuators & Analysts, 2006 – 2012
  • Chairman, Academic Track International Conferences National Association of Certified Valuation Analysts, 2005 – 2010
  • AVA – Accredited Valuation Analyst National Association of Certified Valuators & Analysts, July 2001
  • Series 7, 63, 65 Licenses; FINRA, July 2001 Licenses held through Independent Financial Group, LLC
  • IACVA – The International Association of Consultants, Certificate of Appreciation for Contributions to “A Worldwide Centre for Valuation Professionals,” 2008

Education

  • University of Chicago, Graduate School of Business
  • MBA with Honors; Focus in Finance and Entrepreneurship
  • Texas A&M University – College Station, TX
  • BBA in Business Analysis/MIS, College of Business Fellow

Memberships and Associations

  • American Business Appraisers National Network
  • National Association of Certified Valuators & Analysts
  • Institute of Business Appraisers
  • American Society of Appraisers
  • Association of Divorce Financial Planners
  • The Alliance of Merger & Acquisition Advisors

SAMPLE LIST OF PUBLICATIONS & PRESENTATIONS

  • Cost of Capital – A Practitioner’s Perspective, The 25th Annual Business Valuation Conference by the MN Assoc. of Business Valuation Professionals…, February 2015.
  • What’s “Fair” About Business Value in Divorce? Or What’s “Fair” Value in Divorce? Association of Divorce Financial Planners 12th Annual Conference, October 2014.
  • Cost of Capital Case Study and Panel, Southeast Chapter of Business Appraisers Conference, September 2014.
  • The Valuation “Quick Fix” – How Appraisal “Abuse” Can Destroy a Divorce, Association of Divorce Financial Planners, September 2013.
  • Goodwill in Divorce, FICPA Valuation, Forensic Accounting & Litigation Annual Conference, January 2013.
  • Advanced Business Valuation Case Study Instructor, 2008, 2009, 2010, 2011, 2012 and 2013 for NACVA’s Consultants Training Institutes.
  • ¨ Advanced Workshop on Normalization Adjustments, Business Valuation Resources Webinar Series, December 2012.
  • Fairness Opinions, 2012 Regional Conference, Southeast Chapter of the IBA.
  • Advanced Income Approach — Advanced Valuation Application and Models Workshop,  2012 NACVA Fall Business Valuation Symposium Featuring Industry Masters.
  • How to Keep Valuation From Killing the Deal, 2012  The Alliance of Merger & Acquisition Advisors Summer Conference.
  • The World Is Not Flat! An Overview of What US Valuation Practitioners Need to Know About International Business Valuation, 2012 NACVA’s Annual Conference.
  • Divorce Value and Goodwill, 2011 Regional Business Valuation Conference,
    Southeast Chapter of the IBA.
  • Normalizing Financial Statements: Normal or Not? Factors to Consider, 2011 NACVA’s Annual Consultants Conference.
  • Chapter 6: Excellent Valuation Reports” and “Chapter 16: Customer
    Relationships
    ,” Wiley Guide to Fair Value Under IFRS. (NJ, Wiley, 2010).
  • Case Law Update, 2009 NACVA’s Annual Consultants Conference General Session.
  • Duff & Phelps 2007 Equity Risk Premium Report Webinar, 2008 NACVA’s Online Learning Lecture Series.
  • Determining Cost of Capital Using Duff & Phelps, 2008 and 2009 NACVA’s Consultants Training Institutes.
  • Valuation in M&A, 2006 – 2008 Various Law Firms and Professional Associations.
  • Making Sense of the Cost of Capital Hoopla, 2008 NACVA’s 15th Annual Conference.
  • Supply-Side Models: Are They Relevant in Business Valuation Work? 2007 NACVA’s 14th Annual Consultants Conference.
  • Making Sense of the Cost of Capital Hoopla – 2008, National Association of Certified Valuation Analysts Fifteenth Annual Consultants’ Conference
  • Advanced Tools to Improve Report Writing – 2006, 2007, National Association of Certified Valuation Analysts
  • Building Blocks of Good Report Writing – 2006, 2007, National Association of Certified Valuation Analysts
  • Current Update in Valuations – 2006, National Association of Certified Valuation Analysts
  • Current Update in Valuations – 2005, National Association of Certified Valuation Analysts
  • Business Valuations: Universal and Fundamental Applications – 2004, International Association of Certified Valuation Analysts

*Licensed in Illinois

**Licensed in Illinois, Texas and Florida