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Doug is a Partner with Brisbane Consulting Group, LLC providing business valuation, forensic accounting, and litigation support services. He has extensive valuation experience and has served as a financial consultant and expert to attorneys in the economic aspects of matrimonial dissolution. Doug has experience consulting with publicly traded entities and valuing a variety of closely held companies in connection with mergers, acquisition and divestitures, business combinations, estate and gift tax planning, ESOPs, and purchase allocations.
Doug has experience in the quantification of lost income in determining Business Interruption Claims for insurance adjusters. He has assisted clients and adjusters in the preparation of the claim, the determination of extra expenses, and inventory loss and settlement negotiations.
State University of New York at Buffalo, Bachelor of Science Degree, Business Administration with concentrations in Accounting and Finance
American Institute of Certified Public Accountants
- AICPA Accredited in Business Valuations (ABV)
- AICPA Certified in Financial Forensics (CFF)
American Society of Appraisers, Accredited Senior Member
New York State Society of Certified Public Accountants
Passed SIE, Series 7, and 66 securities exams – Financial Advisor*
Chesterton Academy of Buffalo, past Board Member
Community Services for the Developmentally Disabled, past Chairman of the Board
Girl Scout Council of WNY, past Treasurer
*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
Financial Services provided by Lumsden McCormick Financial Services, LLC exclusively from Buffalo, NY. 1st Global is not affiliated with Brisbane Consulting Group, LLC.
Brisbane Consulting Group, LLC is a wholly-owned subsidiary of Lumsden & McCormick, LLC, Certified Public Accountants.
How much should an owner of a privately held business be paid? Objective market data can help support income tax deductions and adjustments to earnings when valuing a business for shareholder disputes, marital dissolution, and other civil lawsuits.
Corporate stock is the favorite type of noncash charitable contribution, according to the IRS. Many of these donations are publicly traded stocks that are relatively easy to value, but donations of private business interests are typically more complicated.
2020 has been a record year for natural disasters, including the California and Oregon wildfires, the Iowa derecho, and Hurricanes Laura and Sally. Businesses affected by these (and other) disasters may be eligible to recoup losses covered by business interruption insurance. Here's a look at what these policies cover and how financial experts can help you file a comprehensive claim.
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