Bob Bates, CPA is a Certified Fraud Examiner (CFE) and Certified Valuation Analyst (CVA). He has valued small and midsize closely-held companies, fractional interests, purchase accounting and intangible assets for business owners, shareholders, investors, attorneys, CPAs, fiduciaries, courts and others who need reliable and defensible valuations. Bob performs valuations for estate, gift and other tax filings, succession planning, buy-sell agreements, management buy-outs, ESOPs, mergers and acquisitions, financing, reorganizations, shareholder disputes, marital dissolutions and litigation.
Prior to working with Exit Strategies, for over 25 years Bob was CFO/Controller of various public and private companies in several industries in US/Canada/Europe/Asia. Bob raised $35 million for several of them and founded and bought and sold several of the companies. He also worked at KPMG. He has extensive experience with acquisition due diligence, and audit preparation. Bob is an expert witness, performing damage calculations, valuing various items in actions such as divorce, M&A breakups, etc.
Since 2005 Bob has been involved in the valuation, sale, merger and acquisition of dozens of businesses. Clients appreciate the real-world M&A transaction experience and practical knowledge of market participant behavior that Bob brings to business valuation engagements. Bob has authored articles, developed courses and instructed groups of business owners, students and others on valuation, forensics, accounting/finance and M&A.
Bob works out of Exit Strategies’ San Jose office and lives in the East Bay. He is an avid distance runner.