Brent Shockley is experienced in business appraisal and valuation of underlying intangible assets for financial and tax reporting, merger and acquisition analyses, and litigation support. He has broad industry knowledge with particular valuation experience in technology, health care and financial services. His experience in valuing intangible assets includes trade names, trademarks, customer lists (or relationships), and noncompete agreements. Mr. Shockley has experience in valuing several types of securities, including common stock, options, warrants and partnership interests.
Mr. Shockley was a senior analyst with Value Management Group where he provided business valuation and transaction advisory services to publicly traded health care companies, hospital networks, independent surgery centers, surgical hospitals and diagnostic imaging centers. During his tenure, he performed fair market value analyses of minority and controlling equity interests for acquisitions, joint ventures and transaction pricing. In addition, Mr. Shockley developed pro forma and feasibility analyses for early and mid-stage health care ventures.
As a senior consultant with CBIZ Valuation Group, LLC, Mr. Shockley performed valuation, financial advisory and litigation support services for publicly traded and closely held companies, partnerships, and joint ventures. His experience included engagements for financial reporting and regulatory compliance, including goodwill and intangible asset impairment, purchase price allocation, in-process research and development, and noncompete covenants. He was also involved in transaction and financing analyses including fairness opinions, employee stock option plan (ESOP) valuations, buy/sell agreements and financial advisory services. In addition, he performed various engagements for management requirements including options and restricted securities, economic value added, business plans, financial restructuring and strategic and market analysis. During his tenure with the firm, he co-authored “Pros and Cons of Stock Option Valuation Methods,” published in Investment News.
Mr. Shockley held analyst positions with Dain Rauscher, Inc. and Paine Webber, Inc.
- University of Oklahoma, B.B.A., Finance
- Certified Valuation Analyst
- American Society of Appraisers – Business Valuation courses 201, 202
- Obtained registered Series 7, 63 and 65 licenses
- Chartered Financial Analyst (CFA) Institute
- CFA Institute (Dallas/Fort Worth Society)
- National Association of Certified Valuation Analysts
- National Society of Certified Healthcare Business Consultants
- Medical Group Management Association