Socorro Partners

Brian Steen is Senior Advisor to Socorro Partners, working with its Advisory practice on valuation-related engagements. He has over 25 years of experience valuing and consulting closely held and public companies. Brian previously was a leader in the valuation service line at Dixon Hughes Goodman LLP where he grew and managed a valuation team. In that role, he was also responsible for the review function of financial statement valuation issues. Brian also worked at Wachovia and BB&T in portfolio manager and senior credit analyst roles earlier in his career.

A CFA charterholder with significant experience preparing valuations for financial reporting, Brian’s focus areas include purchase price allocations, equity valuations, and impairment testing. Brian is also an Accredited Senior Appraiser and a Certified Exit Planning Advisor. He has extensive experience performing valuations for estate and financial planning, serving as an expert witness in bankruptcy and litigation cases, and consulting with clients on M&A-related issues. Brian works with companies across various sectors, including financial institutions, manufacturing, healthcare, technology, wholesale, retail, and services.

Brian's professional and civic involvement includes membership in the American Society of Appraisers, the CFA Institute, and the Exit Planning Institute, as well as serving as a board member for Samaritan Ministries. Brian holds an MBA from Vanderbilt University and an undergraduate degree in business from The University of Alabama.