Bobby Phelps

Bobby Phelps has provided business valuation and financial advisory services for numerous purposes, including estate and gift taxation, shareholder buyouts, litigation-related matters, and other tax- and corporate-related matters.

Bobby has experience in determining discounts for lack of control and lack of marketability for interests in business entities, marketable securities, fractional interests in real property, and other traditional and non-traditional assets. He also has experience in valuation of C corporations, as well as investments in real estate investment trusts.

Bobby has provided valuation services to a broad client base, including law firms, accounting firms, high-net-worth individuals, and private equity funds and hedge funds.