Robert Allen
Forensic, Litigation & Valuation Partner
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
Forensic, Litigation & Valuation Partner
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
Affiliate Member, Association of International Certified Public Accountants
Graduate, Leadership Fort Worth (2006) and Leadership Tyler (2009)
Past President and Director, Leadership Fort Worth (2011-2021)
Professional Certifications
- Chartered Financial Analyst (CFA)- CFA Institute
- 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.