Rick Kirk, CFA

Rick Kirk, CFA - Brinig Taylor Zimmer, Inc. San Diego

Rick Kirk, CFA

Senior Financial Analyst
at Brinig Taylor Zimmer, Inc.
San Diego, CA
BBA

401 B STREET, SUITE 2150
SAN DIEGO , CALIFORNIA 92101
TEL. (619) 687-2600
FAX (619) 544-0304

Certification

Chartered Financial Analyst
(CFA), CFA Institute

Education

University of Iowa, BBA
Finance & Accounting;
emphasis Economics;
minor Psychology

As a Senior Financial Analyst at Brinig Taylor Zimmer, Inc., Rick Kirk provides business valuations, economic analyses and forensic services. Mr. Kirk has 9 years’ experience in valuations and corporate finance advisory services. Mr. Kirk specializes in valuations for financial reporting, tax compliance and advisory purposes. Prior engagements include gift and estate tax planning, ESOPs, buy-sell agreements, marital dissolutions, mergers & acquisitions, board advisory, and share based compensation valuations for business entities in a wide variety of industries.

Prior to joining Brinig Taylor Zimmer, Inc., Mr. Kirk led the research, analysis and execution of valuations at Vantage Point Advisors, Inc. for various financial, tax and strategic purposes, including gift and estate tax, 409a, ESOPs, goodwill impairment testing, and management planning.

Preceding Vantage Point Advisors, Inc., Mr. Kirk performed valuations at Value Prism Consulting for purchase price allocations, complex securities, and various financial and tax reporting purposes. Businesses valued ranged from startups to established enterprises.

Previous financial advisory consulting experience includes directing engagements for Huron Consulting Group, Inc. as a Manager in the Corporate Advisory Services group. Mr. Kirk advised clients on corporate finance, valuation and business restructuring matters.

Mr. Kirk began his finance career with Arthur Andersen, LLP. in the Strategic Valuation Services group. As a Senior Associate, he counseled domestic and international Fortune 500 companies on corporate valuations, strategy, mergers & acquisitions, and a diverse set of corporate finance issues.