Steele Advisory Group (SAG) offers in-depth business valuations, intellectual property valuations, and consulting services to a wide variety of clients. These clients include investors, private companies, CPA's, attorneys, venture capital/private equity, lending institutions and financial planners/wealth managers.
Prior to the development of Steele Advisory Group (SAG), Brandon Steele – Director of SAG – attained a Bachelors in Finance at San Diego State University, and matured his skills working in the auction, equipment and asset valuation industry under AR International, LLC.
Maintaining a keen interest in financial strategies, stock trends, investments, and how they impact others, Brandon took the lead to create SAG in 2014, providing services that focus on serving private and individual financial welfare.
In an effort to serve others, SAG’s objective is to provide detailed business valuations and reports to manage wealth, consult on financial matters, and present detailed business valuations.
Utilizing our knowledge and expertise in a wide variety of industries, we provide comprehensive solutions for business valuation needs which include:
• ASC 820 – fair value
• ASC 805 – purchase price allocation
• ASC 350 and 360 – asset impairment testing
• Common Stock 409A valuations
• Intangible Valuations
• Employee Stock Ownership Plan (ESOP)
• Dissolution – Corporate and Marital
• Estate – planning, gift and tax
Acknowledging where you stand financially will allow us to help you develop financial strategies to suit your needs. Whether you are looking to maintain, increase, or distribute wealth, SAG will work closely with you to draft feasible, tactical strategies.
Through our wealth management services, we will help you in creating a solid portfolio to create sustainable, long-term wealth built on our industry knowledge and expertise. • Educating newcomers to the intricacies and trends of investing • Identifying important strategies specified to clients to attain long-term wealth • Building a strong, diversified portfolio to achieve financial goals
Brandon joined Asset Reliance International in the Fall of 2010 after graduating from San Diego State University with B.S. Degree in Finance (Cum Laude). He is a Chartered Financial Analyst (CFA) and an Accredited Senior Appraiser (ASA) in the Machinery & Technical Specialties discipline. His past experiences as an appraiser has allowed him to hone his skills field inspections, appraisal research, auction administration and marketing efforts. Using his passion and knowledge for foreign languages - conversed in French and Spanish, he plans to expand SAG's client base globally.
Erin was first introduced to the world of financial advising when she joined the Northwestern Mutual Financial Network as a financial representative. Following her graduation from San Diego State University with a B.S. in Integrated Marketing Communications, she took on an opportunity in product management and marketing. There, she organized and executed tactical marketing strategies for social media platforms, online, and print channels in the competitive gaming consumer packaged goods (CPG) industry from 2013 to 2016. Exercising her expertise in marketing, Erin is in charge of identifying new avenues of growth and engagement, and maintaining all of SAG’s social media.