Brian Lee

Managing Director @Capto Advisors

US

At Capto Advisors, we focus on providing business valuation, financial advisory, and M&A advisory services to private and publicly traded companies. We perform valuations of business entities, intellectual properties, intangible assets, various classes of stock and other securities including partnership interests, private notes, convertible notes, options, warrants, contingent earnouts, and other derivative products. We also perform IBR analysis and specialize in providing valuation of loan/lease portfolio and other assets and liabilities of financial institutions. Additionally, Capto Advisors assist companies in drafting business plans and information memorandum for capital raising and other strategic purposes. Our services are provided to assist clients with M&A and dispositions; financial reporting compliance; tax planning and compliance; bankruptcy and reorganization; litigation and dispute resolution; and strategic planning. For financial reporting, Capto Advisors assist clients in compliance with ASC 805, ASC 820, ASC 842, ASC 815, ASC 350, ASC 360, ASC 718 and IFRS and IAS guidance. We also assist clients with tax planning for estate and gift tax, tax restructuring, and in compliance with IRC 409A, IRC 475 and IRC 1060.

California State University, Northridge

BS, Finance