Daniel Brock, CPA, CVA

Professional Experience:

  • Daniel is a member of the BMSS, LLC team whose responsibilities include managing compilations and reviews, forecasts, business valuations, and the BP settlement process.
  • In particular, Daniel assists clients in preparing lost revenue schedules, and helps develop cash flow forecasts to assist clients in obtaining financing.
  • As a Certified Valuation Analyst, he also assists clients with business succession planning, buy-sell agreements, estate and gift tax issues as well as financial modeling and benchmarking.

Education:

  • University of Alabama, Masters of Accountancy, 1999
  • Birmingham-Southern College, Bachelor’s 1998

Professional Designations & Affiliations:

  • Certified Public Accountant (CPA)
  • Certified Valuation Analyst (CVA)
  • American Institute of Certified Public Accountants (AICPA) – Member
  • Alabama Society of Certified Public Accountants (ASCPA) – Member
  • National Association of Certified Valuators and Analyst (NAVCA) – Member

Additional Information:

  • Daniel grew up in Guntersville, Alabama. He now resides in Indian Springs with his wife, Carrie, and their three adopted children.
  • In his free time, he enjoys sports, music and traveling.