Bob Bates, JD/Esq., CPA is a Bay area Certified Fraud Examiner (CFE) and Certified Valuation Analyst (CVA). His expert witness work includes damage calculations and other financial consulting and analysis.

During the past 35+ years, Bob has been CFO/Controller of various public and private companies in many industries in US/Canada/Europe/Asia. Bob raised $35 million for several of them, and founded and bought and sold several of the companies. Bob also worked at KPMG and has his own accounting practice. He has extensive experience with acquisition due diligence, expert witness work, financial reporting, complex debt, modeling, supervising staff, growth and audit preparation.

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. 

Since 2005 Bob has been involved in the valuation, sale, merger and acquisition of over a hundred businesses. Clients appreciate the real-world M&A transaction experience and practical knowledge of market participant behavior that Bob brings to business valuation and expert engagements. His 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, softwlamare, crowdfunding, retail, entertainment and more. Bob has authored articles, developed courses, presented and instructed groups of business owners, students and others on valuation, forensics, accounting/finance and M&A. Criminal attorney fremont east bay