Jim Brockardt, who founded BCG Valuations in 2005, has spent his entire career assisting both the owners of public and private businesses and their professional advisors. Working on behalf of hundreds of clients in the areas of securities valuation, ownership planning and litigation support, he has developed logical, credible and supportable stock, debt and partnership valuations used in the contexts of tax planning and filing, transactions in minority and controlling interests, fairness opinions, SEC compliance, marital and corporate litigation, shareholder communication and ESOPs, among others. Jim has testified as an expert in business valuation on more than two dozen occasions, including court appointments and on behalf of the Federal government.
Mr. Brockardt was an accredited Certified Business Appraiser (“CBA”) for 32 years, only recently voluntarily relinquishing that designation in order to devote more time to mentoring the Accredited Senior Appraisers (“ASAs”), Chartered Financial Analysts (“CFAs”) and more junior professional staff members of BCG Valuations.
Jim is frequently asked to address CLE programs around the country on the topic of business valuation and has lectured on numerous occasions at the University of Miami – School of Law, Heckerling Graduate Program in Estate Planning. He is on the Advisory Board of the Rider University Finance and Economics Departments.
A magna cum laude graduate of Bethany College (where he was awarded the Chapman Prize for excellence in the study of history), Jim earned an MBA in finance and accounting from Rutgers University. He then undertook post-graduate studies in taxation at New York University.
In his spare time, Jim likes to travel with his wife to such destinations as California wine country, France and the Caribbean.
“At BCG Valuations, we work with your most trusted advisors, to help preserve one of your most valuable assets — your family owned business.”