SCHULTZE BOONE & SILVA - Key Persons
Brian Boone received a Bachelor of Arts in Economics and Accounting from Claremont McKenna College (CMC) in 1986. The summer before his senior year at CMC, he served as an intern in the Sacramento office of Touche Ross, one of the "Big Eight" international accounting and consulting firms at that time. After graduating from CMC, Brian began his career with Touche Ross, assisting in the audits of large commercial entities including banks, savings and loans, government agencies and municipalities, agricultural concerns, product marketing, manufacturing, retail, and distribution companies. During his five years with Touche Ross, Brian steadily advanced within the firm, finishing his tenure as a supervising senior auditor.
In 1991, Brian left Deloitte & Touche (the successor firm of Touche Ross) to become Assistant Vice President and Corporate Controller for Western Sunrise Mortgage Corporation ("WSMC"), a regional wholesale mortgage banking company serving the Western U.S. He was soon promoted to Vice President and Chief Financial Officer (CFO), with responsibility for due diligence, valuing portfolios of mortgage servicing rights and mortgage origination operations, participating significantly in company-wide strategic planning and competitive market analysis, as well as the traditional administrative duties of a CFO. While at WSMC, Brian participated in complex risk assessment and cash flow valuation modeling of pools of securitized mortgages and mortgage servicing rights that are packaged and sold on the "secondary" market.
WSMC grew significantly during Brian's tenure, opening new branch operations throughout the Western U.S. and reaching in excess of $1 billion per year in mortgage originations. Brian left WSMC in 1996 after a merger which would have required a move to Denver, opting instead to stay in Sacramento.
During his final year at WSMC, Brian entered the MBA program at the University of California at Davis Graduate School of Management (UCDGSM). In 1997, he received an MBA with concentrations in both finance and marketing.
In 1996, Brian joined the firm of Schultze, Wallace & O'Neil as a manager. He was hired by David Schultze, his future partner with Schultze, Boone & Silva ("SB&S") (formerly Schultze, Boone & Associates) to manage the litigation support case load. Soon after, Brian joined David as a principal shareholder in SBS.
Brian is a licensed CPA in the State of California, accredited in Business Valuation (ABV) and certified in Financial Forensics (CFF). In addition to his MBA, Brian is a Certified Valuation Analyst ("CVA"), has been chartered by the CFA Institute (formerly AIMR) as a Chartered Financial Analyst (CFA®), and has completed the course work required for certification by the American Society of Appraisers as a Candidate Member. He has been qualified as an expert and has testified in court in five counties in California (Sacramento, Placer, El Dorado, Solano and San Joaquin) and two counties in Nevada (Washoe and Douglas).
Brian has served as the named expert in marital dissolution cases with marital estates having net worths from $100,000 to $75 million. He has experience as an expert in all aspects of family law litigation including business valuations, support issues, characterization issues, fiduciary issues, facts surrounding pre-nuptial and post-nuptial agreements, marital property and support settlement structuring and more.
Brian has also served as an expert providing economic damage calculations in personal injury, wrongful termination, and wrongful death civil actions. He has served as a court approved "turn around" consultant to debtor-in-possession in a large Chapter 11 (reorganization) bankruptcy, has provided valuations for transactional purposes, and has been retained to provide other general business consultations.
Brian believes that a good professional (even one who has been qualified as an expert) "never stands in one place" and continues throughout his career to improve his knowledge and skills. He enjoys the continuing process of learning in the disciplines of finance, economics, strategic market analysis and accounting and also the continuing development of his ability to deliver effective testimony. He thoroughly enjoys the positive atmosphere within the firm and his relationship with his partner and fellow professionals at SB&S.
While at CMC, Brian was team captain of his college football team and a three-time, all-conference selection at middle linebacker. Brian also served as the resident assistant to the dean of students in his dormitory. Brian credits his educational experience at CMC with providing the foundation for his high level of personal and professional confidence and believes this was the launching point for his continued positive development towards becoming an expert in his field.
Brian enjoys time at home and traveling with his wife and his two sons. He also values his time with his extended family and friends. Brian reads about current events and enjoys novels and books about philosophy. He follows sports on a daily basis and plays an occasional game of golf or cards with friends as time permits.
Job Titles:
- Kaiser Permanente As an Assistant Controller / Financial Analyst
Schultze, Boone & Silva has a highly-trained, para-professional staff that continually attends seminars related to the unique services provided by our firm. Additionally, our staff attends in-house seminars that are designed to enhance their knowledge of the varied issues that arise in a litigation context. The staff is trained to perform research in a divergent number of areas, including: (a) compensation; (b) SEC filings; (c) comparable sales; (d) governmental statistics; and (e) industry operating statistics, publications and research reports.
Darren earned his Bachelor´s degree in marketing from California State University, Fresno, with a minor in agricultural economics. He earned his Master´s degree in Business and Taxation at California State University, Sacramento.
While in graduate school, Darren worked full-time for a Joint Powers Authority that provided excess liability and workers compensation insurance to school districts in California. After completing his graduate work, Darren spent approximately four years working for the largest local public accounting firm in Sacramento. His experience in public accounting included preparation of individual, passthrough entity and corporate tax returns, as well as audits of Joint Power Authorities, school districts, and banks.
After four years of public accounting, Darren joined Kaiser Permanente as an Assistant Controller/Financial Analyst for one of their medical facilities in Sacramento. His responsibilities included various management team functions, benchmarking of facility doctors and patient visits and budgeting.
In 1998, Darren joined the litigation support firm of Schultze, Wallace & O'Neil in the marital dissolution and business valuation department. Darren was excited by the opportunity to join an elite firm and considers this a defining moment in his professional development.
Since joining the firm (now Schultze, Boone & Silva), Darren's professional development has included career advancement from staff level analyst to principal and named expert. His experiences includes, but are not limited to, business valuation, income analysis, complex tracings of separate and community property, real property Moore/Marsden apportionments, business apportionments related to Pereira/Van Camp issues, stock option allocations, and assisting in the settlement of cases. He has also represented clients in various tax matters and has provided tax planning, tax analysis and tax preparation services.
Darren´s professional affiliations include National Association of Certified Valuation Analysts, American Society of Appraiser (candidate member), American Society of Certified Public Accountants and California Society of Certified Public Accountants.
Darren spends personal time with his wife and young sons. He also enjoys participating in various sporting activities and spending time with his extended family and friends.
In 1970, Dave Schultze began his career with a large international accounting and consulting firm in the Bay Area. By the time Dave left the firm in 1977, as a member of management, he had been involved with overseeing all aspects of audit engagements for publicly-held regional, national and international companies and interacting with the top management of those companies.