Robert Allen Returns to Whitley Penn as Managing Director

Robert Allen Returns to Whitley Penn as Managing Director

Robert Allen

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million), an IPA 100 firm, announces that Robert Allen has rejoined the firm’s Fort Worth office as a managing director in the forensic, litigation and valuation group.

Allen previously worked at Whitley Penn from 2002 to 2008 in the same department. His areas of expertise include business valuation, intangible asset valuation and value enhancement consulting. He works with a number of industries for a variety of purposes, including tax reporting, financial reporting, regulatory compliance, litigation support, management consulting, succession planning and transactional advisory support.

Allen has extensive experience with purchase price allocations (ASC 805), goodwill impairment testing (ASC 350), stock-based compensation/options (ASC 718/IRC 409a), intangible asset valuation, estate and gift tax valuation, litigation and collaborative law matters, buy/sell agreement valuations, fairness opinions, solvency opinions, health care compensation studies and transfer pricing studies.

In addition, he has experience consulting with business owners on valuation and strategic planning issues, including the identification of value drivers and business risks to evaluate the impact on business value, identification of critical success factors and key performance indicators, the development of budgets and forecasts, and strategic benchmarking.