Dan Branch

Dan joined IAG as a Partner in January 2014. He has over twenty years of financial advisory and business valuation experience, specifically in consulting projects related to litigation support, financial forensics, financial reporting, tax reporting, and transactional support.

His experience includes forensic accounting/business valuation work for complex litigation and other corporate matters.  He has experience in a wide range of industries, including medical/dental services, construction, manufacturing, business services, restaurants, and beverage bottling/distribution, to name a few.  Representative matters include:

• Complex financial damages and lost profits
• Shareholder disputes, including minority shareholder disputes
• Forensic accounting engagements related to litigation support, including family law matters
• Contract disputes
• Valuations of closely held entities
• Financial reporting related valuation analyses (purchase price allocations, goodwill impairment testing, stock option pricing, etc.)
• Business valuations for transaction planning purposes (assessment of strategic alternatives, buy-out/buy-in agreements, etc.)
• Tax related valuation analyses (valuations for gift and estate tax purposes)

Prior to this work, Dan spent five years as an officer in the U.S. Navy, where he specialized in nuclear propulsion systems for aircraft carriers. While serving as a Surface Warfare Officer, he concurrently managed divisions of up to 85 personnel on various warships and was consistently ranked as the top performer in his peer group. He is a Certified Public Accountant (CPA), holds the Accredited in Business Valuation (ABV) certification from the AICPA, and also holds the Accredited Senior Appraiser (ASA) designation in business valuation from the American Society of Appraisers.

Dan is a member of the Georgia Society of CPAs and is active in various non-profit organizations. Dan has a Bachelor’s degree from the United States Naval Academy and an MBA from Emory University’s Goizueta Business School.