Member Details

Mr. Brian V. Walters

Mr. Brian V. Walters

Candidate

Business Valuation

Brian Walters and Associates Inc

4209 Mocha Trl
Austin, TX 78728-3613

+1 512-924-3979 bwalters@bwaconsultants.com

BRIAN WALTERS
4209 Mocha Trail ; Austin, Texas 78728
512-924-3979 (o)
Email:bwalters@bwaconsultants.com
URL: www.bwaconsultants.com

BUSINESS VALUATION SPECIALIST/MANAGEMENT CONSULTANT

P&L Responsibility/ Financial Specialist/Strategic Planning/
Growth Strategies/Intuitive Decision-maker/Conceptual Thinker

Proven Record Across Major Corporate Functions: I am skilled in various areas of executive management, including: richly varied P&L experience; creating and implementing entire programs designed specifically to enhance operational efficiency; extracting all the relevant information needed to create functional business plans and growth strategies for the purpose of supporting the long-term goals of companies throughout the nation.

Financial and Operational Expertise: During the last several years, I have repeatedly demonstrated value in all matters directly related to the financial operations of business entities. This includes, but is not limited to, budgeting, pricing, and cash flow management; an in-depth understanding of all financial statements and their application to all business functions; and extracting all of the financial and operational information necessary to determine the value of a business.

Nationwide Experience: My time spent as a business consultant and business valuation specialist has afforded me the opportunity to resolve the issues faced by business owners throughout the United States. I have been able to conceptualize and implement new ideas, and to develop effective solutions to organizational opportunities, across a wide range of business types.

SELECTED ACHIEVEMENTS AND SKILLS
======================================================
As co-founder and CEO of Brian Walters and Associates, Inc., created a management consulting company specifically designed to be a resource for privately owned small businesses. I devise and implement solutions to organizational opportunities of all different types.

As a business appraiser, perfected the process of analyzing all of the relevant aspects of a business in order to create an objective assessment as to the value of that business.

Proven competency in analyzing and assessing the majority interest as well as the minority interest in businesses.

Expertise in understanding and quantifying the value of all intangible assets of a business, including personal and enterprise goodwill .

Expert competence in applying the appropriate Discounts for Lack of Control and Lack of Marketability where appropriate.

Business appraisal engagements usually involve the following activities at a minimum:

o Re-casting the financial statements of the company to extract the relevant information
needed to create the assessment .

o Investigating the unique way that a business is operated so that the true value of the
business is determined.

o Determining, through an intense analysis, which of several appraisal methods is most
applicable to the business being appraised, and reconcile any significant differences
between the appraisal methods as needed.

o Performing an analysis of the industry in which the business operates, ensuring that the effect of all appropriate trends is captured in the analysis of the business.

o All businesses appraisal reports conform to the Uniform Standards of Professional Appraisal Practice (USPAP) and IRS Ruling 59-60.

Designated as expert witness in court cases involving both marital asset separation and
partnership dispute resolution.

As adjunct professor with Austin Community College, frequently educate students as well as select business executives on several financial and business-related concepts, including but not limited to:

o Budgeting And Cash Flow Management
o Effective Business Communication
o Effective Hiring Practices
o Financial Management For Non-Financial Professionals

As a consultant on the FRACTA program through the City of Austin, offered extensive
management consulting, loan packaging, and financial assistance to fledgling businesses in the Austin area. Served in excess of 50 clients over the last year of that contract by:

o Performing feasibility analyses on the business ideas of clients, and working with them to identify their revenue streams, their direct costs, and their overhead structure.

o Creating a pro forma financial statement that complemented the business plans of the
clients.

o Providing quality management consulting to specific business problems that enabled clients to understand, and implement, key business principles that assist ed them in making their business successful.

o Assisting clients with the loan application process, including preparing the necessary
financial history and projections, providing counseling on the financial institutions to be used in the loan application process, and serving as a management expert with the client in their conversations with the financial institutions.

As Project Manager for a major international consulting firm, successfully managed multiple projects over several states concurrently. Demonstrated competencies included:

o Identifying key areas of opportunity for businesses, and creating engagement programs for the specific purpose of correcting those areas of opportunity.

o Managing several teams of consultants (both on-site and virtually) and controlling the quality of all work produced by all individuals on the teams.

o Managed the process of performing business appraisals, either through directly performing the appraisal or overseeing the process of subordinates performing them.

o Managing the budgets of several projects simultaneously, including all billing, expenses, and overhead incurred by consultants; total funds under my control were in excess of $200,000 at any one point in time.

CAREER OVERVIEW
======================================================
Co-Founder/CEO, Brian Walters and Associates, June 2006 to present

HR Consultant/Account Executive, Neubus Incorporated, October 2006 to March 2007

Senior Business Consultant, International Profit Associates, January 2006 to October 2006

Internal Business Consultant, Tileworks of Texas, March 2004 to October 2005

Project Director/Staff Executive, George S. May Intl Company, January 2003 to March 2004

Multi-unit Manager, Eckerd Drugs, December 1990 to March 2002

EDUCATION
=======================================================
MBA in Finance, The University of Houston University Park, Houston, Texas

BBA in Human Resources Management, The University of Houston Uni versity Park, Houston, Texas

PROFESSIONAL AFFILIATIONS
========================================================
 City of Austin:

o Committee member, MBE/WBE and Small Business Enterprise Procurement Program
Advisory Committee (appointed by City Council member Cheryl Cole)

o Weatherization Subcommittee member, MBE/WBE and Small Business Enterprise Procurement Program Advisory Committee

o ValuAdder Business Valuation Services

o Expert Witness, Travis County Court, Travis County, Texas

o Expert Witness, Williamson County Court, Williamson County, Texas

o Expert Witness, Brazoria County Court, Brazoria County, Texas


Appraisals Over Internet

Does not accept Fee Assignments

Experience as Expert Witness

Experience with IRS Appraisals

Appraisals for personal relationship dissolution

Divorce, Startup, FLP, Family Limited Partnership, Partnership Dispute, buyout, buyin, mergers, goodwill, personal goodwill, enterprise goodwill

Purpose of Appraisals

Purpose of Appraisal
Family Limited Partnerships
Franchises
Mergers and Acquisitions
Professional Practices
Start-ups