Brad Wilson, a StoneTurn Partner, advises companies and their counsel on complex financial, accounting and compliance matters. He has more than 17 years of experience serving as both an accountant and financial analyst in consulting and in-house roles.
Brad has worked with clients involved in a wide range of complex litigation matters, including breach of contract, post-acquisition disputes, regulatory issues, allegations of unfair business practices and shareholder disputes. He has extensive experience quantifying damages, preparing business valuation analyses, and analyzing financial statements and records. Brad has testified as an expert witness in state and federal courts, at depositions and in arbitrations.
Brad has also lead internal corporate investigations involving potential violations of the False Claims Act (“FCA”), improper accounting for government contracts, employee and executive fraud and embezzlement, and improper application of Generally Accepted Accounting Principles (“GAAP”). He has experience working with clients to determine scope, leading fact finding activities and assisting clients in reporting the results of internal investigations to company management, boards of directors, regulators and criminal prosecutors.
Additionally, Brad has extensive experience assessing corporate compliance programs. He is currently the deputy to the Department of Justice appointed compliance and business ethics monitor to one of the world’s largest investment banks and was previously part of the leadership team monitoring a large mortgage servicer.
Brad is a Certified Public Accountant (“CPA”) in Massachusetts, a Certified Fraud Examiner (“CFE”) and a Certified Management Accountant (“CMA”). He is Accredited in Business Valuation (“ABV”) by the American Institute of Certified Public Accountants.
Turn to Brad
Q: Clients say they look to StoneTurn to be a trusted adviser. Can you describe how we serve in that role?
Being treated as a trusted adviser is the very best compliment we receive from a client. Our clients are intelligent, talented and successful professionals, and we work hard to earn the role as their trusted adviser. On every engagement, I strive to use our team’s experience and expertise to understand the problem from our client’s perspective, form an independent assessment of the relevant issues, and provide honest and straightforward feedback and advice. I believe it is the ability to provide candid opinions based on our unique perspective that is most valuable to clients seeking a trusted adviser.
Q: StoneTurn is known for being collaborative. Describe for us how the firm is able to work so seamlessly with clients and as colleagues.
Collaboration is essential to the way we serve our clients. We actively support and encourage our professionals to work together across practices and geographies whenever a client could benefit from broader exposure to the firm. This approach ensures that StoneTurn’s engagement teams take advantage of the entire firm’s experience and expertise when working to solve a client’s problem. As a result, we are able to provide better, more efficient solutions to our clients.
Q: What do you believe sets StoneTurn apart?
The truth is we use many of the same adjectives to describe our firm as our competitors. The critical difference is, for StoneTurn, these adjectives are not just buzzwords dreamed up by corporate marketers; they are the foundation of how we work with our clients every day. Our clients often acknowledge that the experience of working with StoneTurn is a differentiating factor. These clients experience our ability to provide valuable insights based on our unique perspectives, our ability to simplify the complex, our collaborative and efficient approach, and our responsiveness to their needs. It is this “real life” experience that sets StoneTurn apart from other firms.