Robert B. Wallace has experience in the valuation of closely-held businesses, business interests and intangible assets. Robert has valued equity and derivative securities (including stock options, warrants, and various embedded derivatives), as well as a variety of intangible assets, for numerous purposes including financial and tax reporting, purchase and sale advisement, and other corporate and tax related matters.
Robert has served a broad range of industries and his experience spans a diverse client base, including regional middle-market businesses, multi-billion dollar multinational companies, private equity firms, law firms, and financial institutions.
Practice Areas
Focus Industries
Education
B.B.A. Economics, University of Georgia
Licenses & Designations
Chartered Financial Analyst (CFA)
Professional Memberships
CFA Institute