Description

Join us on Thursday, March 2 for another SAM Meeting. Jeffrey Brewster will give his presentation, "Charting the Course Ahead: Going from Current Value to Aspirational Value in Your Business." This meeting will be most applicable to business owners who wish to continue his/her business and those who are looking towards retirement and need some guidance.

Mr. Brewster leads execution for all valuation engagements in collaboration with his colleagues.  He has led the Valuation Services team for Baker Tilly in the Texas as part of the Consulting Services group. He has over thirteen years of business valuation experience in which he has performed over 1,500 valuations for publicly traded and privately held companies in the retail, healthcare, and technology industry.  He has testified in Texas and Michigan, completed Commercial Reasonableness and Fair Market Value (“CR FMV”) analysis related to the Anti-Kickback statue of the Stark Law, been retained to perform patent valuations, completed valuations for gift and estate tax planning purposes, performed valuations of ESOPs and privately held companies and completed valuations related to purchase price allocations, goodwill impairment testing and, 409(a) valuations.

Mr. Brewster’s professional background includes over fifteen years of business valuation experience.  He has performed valuations for a variety of companies across several industries including the banking and investment management industry. He has held investment management roles at Merrill Lynch and Harris Trust & Savings Bank in Chicago.  As a Financial Consultant with Merrill Lynch in Naperville, IL, Jeffrey performed equity analysis on stocks included in client portfolios and directed investment selection strategies. In his position as a Portfolio Manager and Research Analyst with Harris Trust & Savings Bank in Chicago, Mr. Brewster covered over 30 companies using information sources that included financial statements, press releases, investment representatives, SEC, and other regulatory filings in order to estimate the future value of various securities.  Promoted to Associate Vice President, Jeffrey managed clients’ portfolio assets and assisted with business development presentations to high-net-worth individuals, plan sponsors, foundations, and corporations.

Mr. Brewster earned a Bachelor of Science degree in Finance from Eastern Illinois University and a Master of Business Administration from Loyola University, Chicago with concentrations in Finance and Economics. He is a CFA Charter holder, a designation awarded by the CFA Institute. The CFA designation is awarded to candidates who have a minimum of four years of acceptable professional experience in the area of investment analysis and have passed three examinations covering ethical and professional standards, investment valuation and management, financial statement analysis, asset valuation, economic analysis, portfolio management, and performance presentation standards.