About the Speaker
Lindsey Lee, CFA, ASA
Stout Risius Ross
Lindsey Lee is a Director in the Valuation & Financial Opinions Group. He has over 25 years of experience providing valuation, financial advisory, accounting and legal services to private closely held businesses, venture backed emerging growth companies and publicly traded corporations. He has participated in valuations and advisory opinions for estate, gift and income tax requirements, financial reporting, fairness opinions, litigation support, mergers and acquisitions and private placements. His experience includes preparing valuations, and reviewing valuations prepared by third parties, for purchase price allocations under ASC 805, goodwill impairment testing under ASC 350, setting exercise prices for employee stock options in compliance with IRC 409A and determining the fair value of stock options under ASC 718.
Mr. Lee serves a wide range of industries including manufacturing, wholesale/distribution, retail, energy services, power, telecommunications and information technology, among others.
Prior to joining SRR, Mr. Lee was a Vice President at HFBE where he was focused on valuations for financial reporting purposes. He also managed the execution of financial analysis and evaluation of corporation securities and partnership interests of private and closely held companies as well as publicly traded corporations for financial advisory and valuation projects. Prior to HFBE, Mr. Lee was a Senior Manager of Forensic, Litigation, Valuation Services at UHY Advisors FLVS, Inc., where he provided valuation services of business entities, securities, ownership interests and intangible assets for transactions, tax compliance and reporting. His past experience also includes serving as a partner at Bond, Taylor & Lee, LLP where he provided legal services to emerging growth companies and owner operated businesses.
Mr. Lee is an Accredited Senior Appraiser of the American Society of Appraisers and holds the Chartered Financial Analyst designation. He is also a member of the American Institute of Certified Public Accountants and is Accredited in Business Valuation. Lindsey holds a CPA certificate and is an attorney licensed by the State Bar of Texas.