Since 1986, Rob has advised and worked with: small to mid-sized business owners, business acquisition candidates (individuals, owner / operators, partnerships, strategic and synergistic acquirers, Investment Groups, and Private Equity Groups), Lenders (senior, junior and mezzanine), Business Valuators and Appraisers, Real Estate Appraisers, Machinery & Equipment Appraisers, Attorneys (Contract, Tax, and Litigation), CPAs, Tax Advisors, and Other Allied Professionals.
For many years, Rob served on the Board of Directors and is a Past-Chairman of the IBBA (International Business Brokers Association), with a membership of 2,000 who focus on valuing, and representing small “main-street” business sales.
Rob also served multiple terms on the Board of Directors and is a Past-Chairman of The M&A Source (The Merger & Acquisition Source), with a membership of 400 business valuation analysts, CPAs, professional intermediaries, investment bankers, lenders, attorneys, and private equity groups specializing in lower middle market companies which ordinarily have market values ranging from Two Million Dollars to One Hundred Fifty Million Dollars.
Rob is recipient of numerous awards such as the M&AMI credential (Merger & Acquisition Master Intermediary), CBI (Certified Business Intermediary), the Darrell Fouts Award for Excellence in the Profession, a Real Estate Brokerage License (state of Oklahoma), and an Honorary Lifetime Membership to The M&A Source. He is also a founding contributor and past Board Member of BIEF (Business Intermediary Education Foundation) that promotes business intermediary and entrepreneurship through education and scholarships, and continues as a member of the IBBA’s Past Presidents Counsel to offer guidance to the IBBA and brokerage industry. As a valuable contributor to the industry’s success, Rob was a part of the SITF (Strategic Issues Task Force) which included participation with the SEC Licensing Task Force – Part of SEC Advisory Committee Exploration of Private-Placement Broker-Dealers regulatory issues and recommendations.