Education, Credentials and Special Training
- Accredited Senior Appraiser, American Society of Appraisers (ASA)
- Accredited in Business Valuation (ABV), American Institute of Certified Public Accountants (AICPA) as a non‐CPA finance professional
- MBA, Rochester Institute of Technology
- BS, Management, State University of New York at Geneseo
Professional Affiliations
- Charlotte Business Exchange (CBEX)
- Cabinet of Professional Advisors, The Foundation For The Carolinas
- Charlotte Estate Planning Council, Board Member
- National Center for Employee Ownership (NCEO)
- The ESOP Association
- Exit Planning Exchange (XPX)
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 of South Park Advisors, an independent business valuation firm that caters to business owners, attorneys, accountants, commercial bankers, trust departments, insurance agents, and financial planners. He has more than 25 years of experience providing valuation services to private and public companies ranging in size from less than $1 million to $1 billion in sales. His diverse portfolio of valuation services includes estate & gift tax reporting, ownership transition and advisory, dispute resolution, employee stock ownership plans (ESOPs), equity sales, buy/sell agreements, recapitalizations, stock option plans, charitable foundation reporting, and lending purposes. Furthermore, he has extensive knowledge in business and financial research.
Professional Experience
- South Park Advisors – Founder and Managing Director, 2014-present
- Elliot Davis – Manager, Business Valuation, 2012-14
- Pesta Finnie & Associates – Manager, Business Valuation Services, 2011-12
- Empire Valuation Consultants – Manager, 1996-2011
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