Brian Foltyn

CVA | Principal, Valuation & Related Financial Services

28

Years

Total Experience

7

Years

With REDW

Education:

Bachelor of Arts in Economics from the University of Michigan

Master of Science in Accountancy from Walsh College

Meet Brian

Brian Foltyn leads REDW’s Valuation & Related Financial Services practice, backed by 28 years of professional experience in both industry and public accounting, which includes business valuation advisory services, strategic planning, dispute advisory, forensic accounting, and mergers & acquisitions.

Brian has assisted clients in more than 1,000 valuations, due diligence, and litigation engagements in numerous circumstances. These range from financial and gift & estate tax reporting to shareholder disputes, bankruptcy, breach of contract, marital dissolution, business interruption, shareholder redemptions, buy/sell agreements, acquisition and sale advisement, C to S conversion, and employee stock ownership plans (ESOPs).

Since 2011, Brian has also served as an expert witness and continues to actively provide damage advisory services in the areas of accounting, economic damages, and business valuation. He has been retained as an expert witness in Arizona, Michigan, and Nebraska.

Professional Qualifications & Memberships

Brian is designated as a Certified Valuation Analyst (CVA) by the National Association of Certified Valuators and Analysts (NACVA). NACVA’s CVA designation is the only valuation credential accredited by the National Commission for Certifying Agencies (NCCA), the accreditation body of the Institute for Credentialing Excellence (ICE), as well as the ANSI National Accreditation Board (ANAB). He also serves in the United States Trustee Program as a subchapter V chapter 11 trustee for the federal judicial districts established for Region 20: Kansas, New Mexico and Oklahoma.

Publications/Writings

  • “What Goes Into Being a Credible Expert Witness in Business Valuation,” Arizona Attorney Magazine’s Lawyer’s Expert Witness Guide (2024)
  • “Impact of Networking Capital in Private Capital Market Investments,” Albuquerque Journal (2023)
  • “The Differences Between Price and Value: My Observations of 2022’s Public & Private Capital Markets’ Activities,” Arizona Attorney Magazine’s Expert Witness Special Issue (2023)
  • “Protect Your Capital – Tools to Employ on Your Next Investment Opportunity,” Oklahoma Tribal Finance Consortium (September 2022)
  • “Value: What It Means for Entrepreneurs,” Change Labs, Webinar (October 2022)
  • “Preventing Failure: Key Drivers to Successful Advisory Engagements,” REDW’s Tribal Healthcare Focus Meeting, Virtual (October 2022)
  • “M&A Trends for Tribal Organizations,” Insights In Indian Country, Podcast (December 2022)
  • “What’s it Worth? Estate of Michael J. Jackson v. Commissioner,” Arizona Attorney Magazine’s Expert Witness Special Issue (2022)
  • “Valuation Considerations Amid a New Environment,” Arizona Attorney Magazine’s Expert Witness Special Issue (2021)
  • “Business Interruption: Circus Circus Challenges Insurance Policy,” REDW (2020)
  • “Small Businesses: Consider Economic Injury Disaster Loans (EIDLs),” REDW (2020)
  • “Rare Valuation & Estate Planning Opportunities – Capitalizing on Record Low Interest Rates,” REDW (2020)
  • “Valuation Has Thrown a Wrench in the M&A Gears,” REDW (2020)
  • “COVID-19 + Business Interruption – a two part series” REDW (2020)
  • “When Good Data is Plotted Badly – An Introduction to Misleading Charts,” Arizona Attorney Magazine’s Expert Witness Special Issue (2020)
  • “The Impact of M&M Candies in Business Valuation,” Arizona Attorney Magazine’s Expert Witness Special Issue (2019)

Presentations

  • “Valuation & Financial Due Diligence: Invest with Greater Confidence,” Tribal Finance Workshops (April 2023)
  • “M&A Trends for Tribal Organizations,” Insight in Indian Country Podcast (December 2022)
  • “Preventing Failure: Key Drivers to Successful Advisory Engagements,” REDW’s Tribal Healthcare Focus Meeting (October 2022)
  • “Value: What It Means for Entrepreneurs,” Change Labs (October 2022)
  • “Protect Your Capital: Tools to Employ on Your Next Investment Opportunity,” Oklahoma Tribal Finance Consortium (September 2022)
  • “Adequate Disclosure 709 Preparation – Exploring Full Disclosure,” 2022 REDW Tax Kickoff, Phoenix, AZ (January 2022)
  • “Business Transactions During a Pandemic,” Insights Into Indian Country Podcast (February 2021)
  • “Risk Management: How to Stop Missing Marketing Opportunities,” 7-Part Agribusiness Webinar Series for Tribes (December 2020)
  • “Plan For Future Success: Considerations For Tribal Economic Development During Times of Economic Distress,” The 2020 REDW Tribal Finance & Leadership Virtual Conference (November 2020)
  • “Financial Literacy for Lawyers (Even if You Don’t’ Like Math!): Understanding Financial Statements, Tax Returns and Valuation Reports,” State Bar of Arizona Webinar (November 2020)

“Diversity is a real asset in the work place, as it cultivates a wide range of perspectives, experiences and opinions.”

Brian Foltyn CVA | Principal, Valuation & Related Financial Services

Professional Qualifications and Memberships

Brian is designated as a Certified Valuation Analyst (CVA) by the National Association of Certified Valuators and Analysts (NACVA). He also serves in the United States Trustee Program as a subchapter V chapter 11 trustee for the federal judicial districts established for Region 20: Kansas, New Mexico and Oklahoma.

Connect with Brian