PALM BEACH COUNTY ESTATE PLANNING COUNCIL

Jim Brockardt, who founded BCG Valuations in 2005, has been assisting the owners of public and private businesses and their professional advisors for over 40 years. 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.
 

Jim is a member of the Institute of Business Appraisers, Inc. (IBA), through which he earned his Certified Business Appraiser (CBA) designation. For several years, he served on the Qualifications Review Committee of the IBA. 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 a member of the Palm Beach Tax Institute and the Finance Advisory Board of the Rider University Finance and Economics Departments.
 

In 1975, Jim began his career with Management Planning, Inc. (“MPI”), where he was elected to the Board in 1993 and appointed Senior Vice President in 1996.
 

A magna cum laude graduate of Bethany College in 1974 (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 in 1978. He then undertook post-graduate studies in taxation at New York University.