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Brian R. Potter, CFA, CFE

Director
CHICAGO
+1.312.752.3352

Brian R. Potter is a Director in the Dispute Advisory & Forensic Services Group and serves as the co-head of the Illinois practice for the firm’s Family Law Valuation & Consulting group. Mr. Potter has provided valuation, litigation advisory, and forensic accounting services for numerous purposes, including marital dissolutions, shareholder disputes, estate and gift taxation, purchase price allocation, Employee Stock Ownership Plans, brokerage fraud, bankruptcy, potential transactions and intellectual property valuations. Mr. Potter has extensive experience with intellectual property and brokerage fraud litigation, having provided advisory services in several patent infringement, misappropriation of trade secret and securities fraud matters. Additionally, Mr. Potter has been involved in the appraisal of real estate for various property types, including office, industrial and retail buildings, and vacant land. Mr. Potter has provided services within the context of litigation and has been trained to offer services within various alternative dispute resolution models.

Mr. Potter’s experience encompasses a wide range of industries, including automotive, healthcare, real estate, construction, insurance, chemical manufacturing, printing press manufacturing, logistics, internet marketing, financial services, private equity funds, hedge funds, proprietary trading firms, tobacco, retailing, property management, oil and gas distribution, restaurant, consulting, agriculture and apparel. Mr. Potter has also provided valuation and consulting services for several multinational clients.

Mr. Potter has presented continuing education seminars on business valuation, understanding tax returns, occupational fraud, and computer forensics and e-discovery.  He has also published several articles on valuation and other related topics.  Mr. Potter was a contributing author to the chapter entitled “Valuation in Shareholder and Partner Disputes” in Business Valuation, published by the Law Journal Press.

Prior to joining SRR, Mr. Potter was a Consulting Associate with CRA International in its Intellectual Property and Finance practices in Chicago.

While at Miami, Mr. Potter earned CoSIDA First Team Academic All-America honors for his academic and athletic achievements while a member of the university’s varsity football team. Mr. Potter is a member of the CFA Institute, the CFA Society of Chicago, the Association of Certified Fraud Examiners (ACFE), and the Center for Principled Family Advocacy, where he currently serves as a trustee.

Education

B.S., Finance, Miami University

Designations

  • Chartered Financial Analyst
  • Certified Fraud Examiner