Smith, CPA, CFA
Brad serves as a Managing Director and head of Intrinsic’s Tax and Family Office practice. He leads the firm’s activities regarding tax valuation technical issues and resolution, as well as interactions with professional and industry associations. In addition, Brad fosters relationships with family offices, supporting their various needs from gift and estate, tax, and financial reporting matters to providing expertise in scenario analysis and financial modeling. His areas of expertise include the valuation of business enterprises, debt and equity securities, and options and warrants for purposes of financial and tax reporting, mergers and acquisitions planning, reorganizations and restructurings, employee stock ownership plans, minority-interest buyouts, stockholder litigation, and other matters. Brad has presented testimony as an expert witness on valuation matters for various district courts in Colorado, Wyoming, and Florida. He is experienced in valuing companies at all stages of their life cycle, from very early stage startups to established global companies. Brad is an active member of the Association for Corporate Growth and a Chapter Leader for the Rocky Mountain Chapter of the Alliance of Merger & Acquisition Advisors
Prior to joining Intrinsic, Brad spent over seven years at Karsh Consulting, an accounting and consulting firm, where he concentrated on business valuations for litigation and gift and estate tax purposes. Prior to Karsh, Brad spent time at industry leading firms Arthur Andersen and the Citigroup Private Bank. In these capacities, Brad advised clients on wide ranging matters including valuation, investments, tax, and accounting.
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