Education and Professional Certifications
- Master of Business Administration (MBA), Finance and Accounting, Rochester Institute of Technology
- Bachelor of Science (BS), Management, State University of New York at Geneseo
- Associate of Science (AS), Business Administration, Monroe Community College, State University of New York
- Accredited Senior Appraiser (ASA)
- Accredited in Business Valuation (ABV)
Professional Affiliations
- American Society of Appraisers (ASA)
- American Institute of Certified Public Accountants (AICPA), non-CPA finance professional
- Charlotte Estate Planning Council, Board Member
- The ESOP Association (TEA)
- National Center for Employee Ownership (NCEO)
- Exit Planning Exchange - Charlotte Chapter, Founding Member
Philosophy
“I believe in working closely with a client to understand “the story” behind the numbers. If you don’t know the story, you can make the numbers say anything.”
Specialties
Professional Overview
Rob is the founder and a Managing Partner of South Park Advisors, an independent business valuation and advisory firm that serves attorneys, business owners, financial institutions, ESOP trustees, accounting firms, wealth advisors, family offices and charitable foundations. He has more than 25+ years of experience providing services to private, closely held businesses which range in size from less than $1 million to $1 billion in sales.
His experience is diverse and comprises valuation and advisory service performed in connection with litigation and family law support, mediation and dispute resolution, ownership transition and advisory, estate and gift tax reporting, employee stock ownership plans (ESOPs), equity sales, buy/sell agreements, recapitalizations, charitable foundation reporting and lending purposes. In addition, Robert has extensive knowledge in business, economic and financial research.
Professional Experience
- South Park Advisors – Founder and Managing Partner, 2014-present
- Elliot Davis – Manager, Business Valuation, 2013-14
- Pesta Finnie & Associates – Manager, Business Valuation Services, 2012-13
- Empire Valuation Consultants – Manager, 1996-2012
Industry Expertise
- Real Estate Holdings
- Retirement Communities
- Manufacturing
- Investment Companies
- Advertising/Printing
- Distribution
- Life Insurance Policies
- Prof. Staffing/Exec. Search
- Retail/Service
- Art Galleries/Artwork
- Architectural/Engineering
- Govt. Contractors
- Hedge Funds
- Energy/Utilities
- Professional Services
- Start‐up Companies
- Construction
- Pharmacies
- Info. Technology/SaaS
- Apparel/Textiles
- Pro Motorsports
- Homeland/Public Safety
- Foodservice
- Healthcare-related