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CURRICULUM VITAE

BRAD R. BORKWOOD, BAcc, CA·CBV

 

PROFESSIONAL EXPERIENCE AND FIRM RESPONSIBILITIES

At Present:

·        Manager, Taylor Leibow LLP Accountants and Advisors – Business Valuations and Litigation Support department (since January 1, 2003).  Responsible for managing all aspects of Business Valuation and Litigation Support assignments for various clients from within and outside the firm’s regular client base.  The business valuations and litigation-support department also co-ordinates the firm’s M&A, due diligence, divestiture-consulting, and forensic- and investigative-accounting practices.

Previously:

·        Senior Accountant, Taylor Leibow LLP Accountants and Advisors,
January 1, 2001 to December 31, 2002.  Duties consisted of supervising large audits and assigned staff, as well as providing clients with service in accounting, auditing, taxation and other consulting assignments.

·        Student Accountant, Taylor Leibow LLP Accountants and Advisors,
April 1, 1998 to December 31, 2000.  Duties consisted of providing clients with service in accounting, auditing and taxation.

FORMAL EDUCATION

·        Chartered Business Valuator, Canadian Institute of Chartered Business Valuators, December 2005.

·        Chartered Accountant, Institute of Chartered Accountants of Ontario, 2002.

·        Bachelor of Accounting, Brock University, 2000.

MEMBERSHIPS AND PROFESSIONAL ACTIVITIES

·        Member of the Canadian Institute of Chartered Business Valuators.

·        Member of the Institute of Chartered Accountants of Ontario.

·        Member of the Hamilton Chamber of Commerce.

·        Attendance at numerous seminars related to Business Valuation and Damage Quantification including most of the recent regional and national conferences of the Canadian Institute of Chartered Business Valuators.

·        Attendance at numerous seminars related to issues affecting Chartered Accountants in Ontario, including new standards of professional practice and CICA Handbook updates.

·        Volunteer accountant – Hamilton Symphony.

·        Volunteer – Halton Habitat for Humanity.

·        Volunteer – Let Them Be Kids (playground building).

PROFESSIONAL ENGAGEMENT HIGHLIGHTS

·        Since 2003, practice restricted to Business Valuation, Litigation Support, Mergers & Acquisitions, Divestitures, Forensic and Investigative Accounting and other business-advisory services.   

·        Involved in the preparation of valuation reports and fairness opinions for more than 300 business interests and business-like assets in a wide variety of industries for purposes of legal disputes, income-tax reorganizations, potential purchase or sale transactions, family-law and other matters.

·        Involved in the preparation of more than 200 reports related to the quantification of economic damages for litigation purposes.  Matters dealt with include shareholder disputes, breaches of contract, personal injury, insurance claims, and forensic investigations.

·        Prepared more than 250 reports related to the quantification of economic damages for litigation purposes.  Matters dealt with include shareholder disputes, breaches of contract, personal injury, insurance claims, and forensic investigations.

·        Provided expert-witness testimony in legal proceedings.

·        Attended in examinations for discovery and assisted legal counsel in their lines of questioning. 

·        Assisted many companies in pursuit of mergers, acquisitions, divestitures, and corporate-finance initiatives.

·        Provided other services in the areas of economic research and preparation of financial analysis for the purposes of negotiation and business management.

·        Finished in the first decile in the Canada-wide ranking as well as fourth overall in the Hamilton area on the 2001 CA Uniform Final Examination.

OTHER

·        Married to my lovely wife Jenn on a beach in Varadero, Cuba.  Recently purchased a new home in Burlington where we have a puppy named Rosey.  Enjoys guitar, baseball, biking, hiking, golf and working on the house.

 

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