Caliifornia M&A Advisors & Business Brokers

Meet the Team

Our seasoned business valuation experts, M&A advisors and business brokers provide great service and reliable results

Bob Bates, CPA, CFE, CVA

Business Appraiser

(415) 793-7777

Biography

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.

Industry Experience

Bob’s industry experience encompasses publishing, distribution, technology, financial services, food and beverage, professional practices, many types of B2B and consumer services, telecommunications, internet, solar, ecommerce, SAAS, IOT, software, crowdfunding, retail, entertainment and more.

Education & Accreditations

  • CPA, 1999
  • BS Management, Bucknell University
  • Advanced coursework in accounting-University of Maryland
  • Legal courses-Northwest California University School of Law
  • Certified Public Accountant (CPA, VA)
  • Certified Valuation Analyst (CVA)
  • Certified Fraud Examiner (CFE)

Professional & Civic Affiliations

  • Accredited Senior Appraiser (ASA), American Society of Appraisers
  • Candidate Appraisal Review Management Designation for Business Valuation (ARM-BV), American Society of Appraisers
  • Past President, Vice President, Treasurer and Business Valuation Discipline Director for the ASA NorCal chapter
  • Founding Member of the Fair Value Forum, a group of business valuation practice leaders in Northern California
  • Finance Committee member, Community Foundation of Sonoma County
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