Robert Allen

Forensic, Litigation & Valuation Partner
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Robert J. Allen, CFA, ABV has in-depth financial advisory and valuation experience with a focus on business valuation, intangible asset valuation, and value enhancement consulting. He has valued closely held businesses and partnerships in a variety of industries for a variety of purposes, including tax reporting, financial reporting, regulatory compliance, litigation support, management consulting, succession planning and transactional advisory support.

Robert Allen

Robert Allen

Forensic, Litigation & Valuation Partner
Contact

Robert J. Allen, CFA, ABV has in-depth financial advisory and valuation experience with a focus on business valuation, intangible asset valuation, and value enhancement consulting. He has valued closely held businesses and partnerships in a variety of industries for a variety of purposes, including tax reporting, financial reporting, regulatory compliance, litigation support, management consulting, succession planning and transactional advisory support.

Robert 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 bench marking.

Professional Affiliations

Member, Dallas/Fort Worth CFA Society

Member, CFA Institute

Member, American Society of Appraisers

Graduate, Leadership Fort Worth (Community Leadership Development Program), (2006)

Board of Directors, Leadership Fort Worth

Past President, Leadership Fort Worth (2016 – 2018)

President-Elect, Leadership Fort Worth (2014-2016)

Treasurer, Leadership Fort Worth (2011-2014)

Professional Certifications

  • Chartered Financial Analyst (CFA)- CFA Institute
  • Accredited Senior Appraiser (ASA) Candidate- American Society of Appraisers
  • Certified in Entity and Intangible Valuations (CEIV)
  • Accredited in Business Valuation (ABV)

Education

  • B.B.A. in Finance, Texas A&M University
  • M.B.A. in Finance, Texas Christian University

Contact Information

To request more information regarding industry expertise, please click here.

To view his CV, please click here.

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