Brian A. Sullivan is a Managing Director at The McLean Group’s Silicon Valley office. He specializes in providing advice and planning solutions regarding alternative wealth transfer strategies to owners of closely-held businesses. He has more than 20 years of experience implementing sophisticated wealth transfer techniques to privately-held middle market companies in a wide range of industries. 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 the topics of business valuation and merger and acquisition. Additionally, he has served as a moderator, panelist and chair at several conferences including the NACVA Annual Conference in 2002 and 2006 and the Financial Statements and Tax Fraud Conference in 2002.

Mr. Sullivan earned his BA in Business Economics at the University of California and his MS in Taxation from Golden Gate University. He is a licensed Registered Investment Advisor (RIA) holding a Series 7 license and applicable state securities licenses. In addition to being a Certified Public Accountant, Mr. Sullivan is a Certified Valuation Analyst (NACVA), a Certified Business Appraiser (IBA) and a Certified Fraud Examiner (ACFE). He is also a Life/Variable Contracts Insurance Agent and is accredited in Business Valuation (AICPA).