Bernard Bunning

About Bernard Bunning

Bernard W. Bunning is the CEO and Senior Partner for a multi-state and multi-disciplined CPA firm, as well as the Founder and CEO of Ubiz Alliance. Mr. Bunning is responsible for managing corporate finance engagements, including mergers and acquisitions, company divestitures, and debt and equity financing. Mr. Bunning also advises clients on the planning considerations and tax implication of real estate investments and financial products. He has more than 30 years of experience in the business appraisal, strategic planning, mergers and acquisitions, litigation support and planning for high net worth individuals. Mr. Bunning has successfully defended his conclusions as an expert in his areas of expertise with state taxation agencies, the Internal Revenue Service, and Federal and State Courts. Mr. Bunning has prepared and supervised the preparation of valuation studies and financial analyses of private companies, including partnerships, corporations and sole proprietorship. He has prepared lost profit analyses, financial forecasts, cash flow analyses, analyses of the tracing of assets, cost and damage calculations, management and business reviews, and analyses and other services requiring his investigative mentality. He has been involved in successful negotiations for the sale of numerous businesses including situations and transactions with banks under the threat if liquidation and foreclosure. Bernard works with many companies in various industries but has extensive experience in the Insurance Industry, Real Estate personal and commercial, and Construction companies.

Experience

1. CEO

   Bbrs Llp Strategic Advisors Insurance Division

   Aug 1978 — Present

Education

• Washington School of Law

  Master of Laws in Taxation

• Washington School of Law

  Master of Science in Taxation

• British-American University School of Law & Business

  Master of Business Administration (MBA)

• University of Northern California (Lorenzo Patino School of Law)

  Juris Doctor