Brian Sullivan
Managing Director - Silicon Valley, CA
650.638.2310 phone
650.341.1395 fax
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vcardBrian Sullivan, Managing Director of The McLean Group’s Silicon Valley, CA office, specializes in providing advice and planning solutions regarding alternative wealth transfer strategies to owners of closely-held businesses. He has more than 20 years’ experience implementing sophisticated wealth transfer techniques for privately-held middle market companies in a wide range of industries, including: logistics and supply chain management, food services, health sciences, and telecommunications. His areas of expertise include compliance, investment advisory services and capital formation. He also has specialized training and credentials in valuation, forensic accounting, litigation support, fraud investigation, insurance and real estate.
Mr. Sullivan has authored numerous articles on business valuation and M&A and has served as a moderator, panelist and chair at several national conferences, including the NACVA Annual Conferences in 2002 and 2006 and the Financial Statement and Tax Fraud Conference in 2002.
Mr. Sullivan holds a BA in business economics from the University of California and an MS in taxation from Golden Gate University. Mr. Sullivan also is a CPA and a Life/Variable Contracts Insurance Agent.
Professional Credentials
- FINRA Registered Representative (Series 7, 62, 63, 79)
- CPA (California)
- Registered Investment Advisor (RIA)
- Accredited in Business Valuation (ABV) through AICPA
- Certified Business Appraiser (CBA) through The Institute of Business Appraisers
- Certified Fraud Examiner (CFE) through the Association of Certified Fraud Examiners
- Chartered M&A Professional (CMAP) through NACVA
- Certified Valuation Analyst (CVA) through NACVA
Professional Memberships
- The California Society of CPAs
- American Institute of CPAs (AICPA)
- National Association of Certified Valuation Analysts (NACVA)