Brandon Lanza

Appraiser

As an Analyst, Brandon is tasked with servicing clients through sell-side engagements by aligning exit strategies with a network of potential investors. He is responsible for analyzing financial statements, completing business appraisals, generating valuation models, and evaluating company trends in relation to revenues, expenses, and strategic positioning. He conducts in-depth industry research to provide support in the valuation presentations, negotiations, and to expand on his knowledge of individual financial sectors.

Brandon earned a B.S. in Business Administration with an emphasis in Finance from California State University of Long Beach. He also holds a Business Appraisal Certification and is licensed with the DRE. Currently, Brandon is actively pursuing FINRA Series 63 and 79 licenses, with aspirations to complete his MBA.

In his free time, Brandon enjoys camping, surfing, and boating.