Brooke Lively, CFA
President and Founder
Brooke specializes in helping entrepreneurs turn their companies into profitable businesses by working with closely held companies with revenues up to 10 million dollars. Prior to consulting, Brooke was the full-charge administrator for a seven-figure small law firm which she helped to build from the ground up. She also serves as a Receiver in Texas with a special interest in family owned and operated companies and other assets in dispute. Her 6 Key Numbers book series which includes, 6 Key Numbers® Every Entrepreneur Should Know and 6 Key Numbers Every Psychologist Should Know is soon to the followed by an edition for Attorneys. Brooke co-authored a book in 2012 on the subject of receiverships titled Controlling, Protecting and Monetizing Assets in Dispute. Before entering the legal industry, she covered a wide range of public companies as an Equity Analyst with Lindus Advisors. She worked with Prides Capital and Bain Consulting where she gained corporate finance experience by working on a restructuring project taking a company private. Brooke holds an MBA with a double concentration in Investments and Corporate Finance from Texas Christian University in Fort Worth, Texas, and has been awarded the prestigious Chartered Financial Analyst designation.