Leadership

RobertAllen
Robert Allen
Forensic, Litigation & Valuation Managing Director

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.

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Professional Certifications

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

Board and Community Service

  • Dallas/Fort Worth CFA Society
  • CFA Institute
  • American Society of Appraisers
  • Graduate, Leadership Fort Worth (Community Leadership Development Program), (2006)
  • Board of Directors, Leadership Fort Worth
    • Past President (Present)
    • President, (2016 – 2018)
    • President-Elect, (2014-2016)
    • Treasurer, (2011-2014)
  • First Baptist Church of Grapevine, Deacon

Education

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

Professional Experience

  • Whitley Penn, LLP, Fort Worth, Texas (2002-2008)
    • Manager – Business Valuation/Value Enhancement Services & Litigation Support
  • Bailes & Co., P.C., Tyler, Texas (2008-2010)
    • Manager – Business Valuation/Value Enhancement Services & Litigation Support
  • J Taylor & Associates, LLC, Fort Worth, Texas (2012-2014)
    • Senior Associate- Valuation Services
  • CBIZ Valuation Group, LLC, Dallas, Texas (2010-2012; 2014 – August 2018)
    • Senior Manager- Business Valuation
  • Whitley Penn, LLP, Fort Worth, Texas (Present)
    • Managing Director- Forensic Litigation and Valuation

Seminars/Lectures/Publications

  • Adjunct Professor of Valuation, Texas Christian University – Neeley School of Business, 2013 to 2016
  • Special Topics in Accounting Graduate Class, University of Texas at Tyler- “Fair Value Accounting”
  • Training Instructor, Bailes & Co., P.C. and Whitley Penn, LLP- “Business Valuation”
  • Texas Society of CPAs-Fort Worth Chapter – “SFAS No. 141 & 142 – Business Combinations and Intangible Assets”
  • Medical Management & Optometric Practice Seminar- “What’s Your Practice Worth?”
  • Fort Worth Chamber of Commerce- “The Business Lifecycle- How to Grow and Value Your Business”

Podcast Episodes