Brian G. Broxterman

CFA, ASA

Director

As Director of Vallit’s Denver, Colorado office, Brian G. Broxterman leads dispute, valuation and forensic accounting engagements. Mr. Broxterman is a CFA® charterholder and an Accredited Senior Appraiser (ASA).

Bachelor of Science, Finance. George Mason University, Fairfax, Virginia – 2004

  • Chartered Financial Analyst, CFA Institute. September 2018
  • Accredited Senior Appraiser, American Society of Appraisers. January 2010

Mr. Broxterman has more than 15 years of experience providing dispute, valuation and forensic accounting services for various purposes including estate and gift tax planning, owner disputes, marital property divisions, damage calculations and financial reporting valuations conforming to ASC 360, ASC 718, ASC 805, and ASC 820.

  • American Society of Appraisers
  • CFA Society Colorado
  • Denver Estate Planning Council
  • Rocky Mountain Estate Planning Council
  • Vallit Advisors LLC – January 2019 to present
  • Quist – Valuation Services, Director of Valuation Services 2015 to 2018
  • Quist – Valuation Services, Senior Analyst 2010 to 2015
  • Invotex Group, Senior Consultant 2007 to 2010
  • Ellin & Tucker, Consultant 2004 to 2007
  • The Perfect Storm/Unexpected Windfall for Estate and Gift Tax Planning. March 2020
  • Tax Cuts and Jobs Act: Impact on Business Valuation. April 2018
  • Improved Valuation Methodologies for Tax Reporting. July 2014