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M. Brett Suchor, CFA, ASA
President
Brett’s experience speaks volumes. He has performed hundreds
of valuation projects for private, public and Fortune 500 companies.
A Chartered Financial Analyst and an Accredited Senior Appraiser,
Brett is an expert in valuation and has performed appraisals for
a variety of industries including financial, software and media.
Brett shares his enthusiasm and knowledge in articles for national
publications, at speaking engagements for professional organizations
and as a valuation course instructor. He also serves on the ASA’s
International Board of Examiners.
Experience
- Columbia Financial Advisors,
Inc., Associate-Mergers & Acquisitions. (Seattle,
WA). One of two professionals in the Seattle office of this Portland,
Oregon based investment banking and business appraisal firm. Assisted
on valuation engagements and actively participated in several
other projects including restricted stock studies, secondary offering
analysis, fairness opinions and the sale of privately held companies.
- Quist Financial, Inc.,
(Boulder, CO). Performed valuation analysis for middle-market
valuations of privately held corporations.
- The Chicago Corporation,
Assistant Trader. (Chicago, IL). Confirmed trades, tracked
open positions and managed a team of runners on the Chicago Board
Options Exchange in the S&P 100 Options Index (OEX).
Merger, Acquisition and Valuation Results
- Performed over 500 valuation projects for privately held companies
in a number of industries including Internet services, software,
hardware, forest products, insurance, telecommunication, banking,
transportation, manufacturing, distribution and media industries.
Estimated shareholder damages for Benjamin Franklin Savings and
Loan Association, the largest seized thrift in the Pacific Northwest.
- Completed over $120 million of middle-market transactions for
clients in the financial institution and media industries. Ranked
second in the Western U.S. by Bank Mergers and Acquisitions Scoreboard
among Financial Advisors in number of completed transactions through
the first nine months of 1997.
Accreditation and Education
- University of Colorado, Master in Business Administration,
Finance, Boulder, CO
- University of Wyoming, Bachelor of Science, Finance,
Laramie, WY
- Chartered Financial Analyst
- American Society of Appraisers, Accredited Senior
Appraiser
- International Board of Examiners, American Society
of Appraisers
- Rocky Mountain Estate Planning Council member
Public Engagements
- “Goodwill Impairment Testing Under SFAS 142,” Colorado
Society of CPAs
- “Intellectual Property Audit and Asset Valuation,”
International Practicum Institute, Course Instructor
- “Business Valuation in Succession Planning,” National
Business Institute, Course Instructor
- “ESOP Valuation,” National Center for Employee Ownership
- “Valuation Discounts,” Centennial Estate Planning
Council
- “Intellectual Property: Financing High-Tech and Emerging
Growth Companies,” Colorado Bar Association CLE Course Instructor
- “Conducting Business Appraisals,” Colorado Bar Association
CLE, Course Instructor
- “Pricing Equity Compensation Plans” article in The
Journal of Employee Ownership Law and Finance, Volume 15, No.
3, Summer 2003
- “Entrepreneurial End-Game,” article in Robb Report
Worth, February, 2004; co-authored with Wally Obermeyer
Contact: suchor@quistvaluation.com
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