Robert Allen Returns to Whitley Penn as an FLVS Managing Director

August 2018 | Posted in Forensic Litigation & Valuation
Forensic Litigation & Valuation

Fort Worth, TX (August 28, 2018) – Whitley Penn is pleased to announce that Robert Allen has rejoined the firm’s Fort Worth office as a Managing Director in the Forensic, Litigation, and Valuation group. Allen previously worked at Whitley Penn from 2002 to 2008 in the same department.

Allen has more than 18 years of financial advisory and valuation experience. His areas of expertise include business valuation, intangible asset valuation, and value enhancement consulting.  He has closely valued businesses and partnerships in a number of industries for a variety of purposes, including tax reporting, financial reporting, regulatory compliance, litigation support, management consulting, succession planning and transactional advisory support.  Allen has extensive experience with purchase price allocations (ASC 805), goodwill impairment testing (ASC 350), stock-based compensation/options (ASC 718/IRC 409a), intangible asset valuation, estate, and gift tax valuation, litigation and collaborative law matters, buy/sell agreement valuations, fairness opinions, solvency opinions, healthcare compensation studies, and transfer pricing studies.

In addition, he has experience consulting with business owners on valuation and strategic planning issues including the identification of value drivers and business risks to evaluate the impact on business value, identification of critical success factors and key performance indicators, the development of budgets and forecasts, and strategic benchmarking.

Robert Allen earned a Bachelor of Business Administration degree in finance from Texas A&M University and a Master of Business Administration degree in finance from Texas Christian University. He is a CFA charter holder and a member of the CFA Institute as well as a member of the American Society of Appraisers (ASA).  He previously served as an adjunct faculty member at the Neeley School of Business at Texas Christian University, where he taught Valuation in the Masters of Accounting program.

“We are eager to welcome Robert back to our team. His diverse skill set and experience will be a true asset to the firm and our clients,” stated Jim Penn, Partner in Charge of the Forensic Litigation Valuation Services group.

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