Robert Vance
CPA, ABV, CFF, CVA
Owner - Forensic CPA, Forensic Economist and Business Valuation Analyst
Credentials -Active
- Certified Public Accountant (CPA) 1987
- Certified Valuation Analyst (CVA) 1995
- Certified in Financial Forensics (CFF) 2008
- Accredited in Business Valuation (ABV) 2009
- FINRA Dispute Resolution Arbitrator 2009
Credentials -Retired
- Certified Financial Planner (CFP)® 1990
- Tennessee Real Estate Affiliate Broker 1994
- Tennessee Insurance Agent 1997
- Securities Agent (Series 6 & 63) 1997
- Tennessee Supreme Court Rule 31 Listed General Civil Mediator 2006
Education and Training
- The University of Tennessee
Bachelor of Science in Business Administration with Honors (Accounting) 1985 - The College for Financial Planning
Certified Financial Planner Training (2 Year Course) 1989-1990 - The American Institute of Certified Public Accountants (AICPA)
Business Valuation Certificate of Educational Achievement Program (64 Hour Course) 1995 - National Association of Certified Valuators and Analysts (NACVA)
Certified Valuation Analysts Training (16 Hour Course) 1995 - Tennessee Supreme Court
Rule 31 Civil Mediation Training (40 Hour Course) 2006 - Financial Industry Regulatory Authority (FINRA)
Basic Arbitrator Training Program 2009
Educational Conferences
- AICPA-National Business Valuation Conference 1996, 2009
- NACVA-Annual Consultants’ Conference 1996, 2003, 2009, 2011, 2014, 2015, 2019
- AICPA & AAML-National Conference on Divorce 2002, 2004
- TSCPA-Forensic & Valuation Services Conference 1997-1999, 2004-2009, 2011-2023
- BVR & ASA-Divorce: A Hands-On Workshop for BV Practitioners 2008
- NACVA-Bus. Val., Healthcare Val., Financial Forensics, and M&A Services Conference 2015
- NACVA-Financial Forensics and Expert Witness Conference 2015
Professional Appointments
- Tennessee State Board of Accountancy–Appointed by Governor Bill Lee
Board Member for Western Tennessee 2021-Present
Professional Memberships
- National Association of Forensic Economics (NAFE)–Member 2010-Present
- National Association of Certified Valuators and Analysts (NACVA)–Member 1995-Present
- Memphis Bar Association (MBA)–Associate Member 2005-Present
- The American Institute of Certified Public Accountants (AICPA)–Member 1988-Present
- Forensic and Valuation Services Section–Member 2009-Present
- The Tennessee Society of Certified Public Accountants (TSCPA)–Member 1987-Present
- TSCPA, Memphis Chapter–President 2007-2008
- Forensic & Valuation Services Conference Planning Committee–Member 2005-Present
- Forensic & Valuation Services Conference Planning Committee Chairman 2016-2017
Work History
- Forensic & Valuation Services, PLC-Principal 2010-Present
- Lattimore Black Morgan & Cain, PC-Shareholder 2007-2010
- Valuation / Litigation Consultants, PLC-Principal 2003-2007
- Moriah Properties, LLC-Commercial Real Estate Ownership and Management 2000-2021
- Robert Vance, CPA (Sold in 2003)-Principal 1988-2003
- Bean & Ison CPAs-Staff Accountant 1986-1988
- William R. Vance & Co. CPAs-Staff Accountant 1985-1986
Range of Experience
• Premiere Article - “Breakin’ Up is Hard to Do”, Cover, Feature Article-Tennessee Bar Journal, August 2009
• Premier Presentations:
“The Essentials of Business Valuation For Tennessee Judges (Why are the Experts so Far Apart?)”
2018 Tennessee Judicial Conference, March 2018
“Business Valuation-What Tennessee Judges Need to know”, Tennessee Judicial Conference, March 2015
• Guest Lecturer
University of Memphis School of Law, 2019
University of Mississippi School of Law, 2005
• Business Valuation
Divorce, Sale, Acquisition, Merger, Litigation, Estate, Gift
• Divorce Analytics
Property Division, Alimony, Business Valuation, Pension Valuation, Separate Property
• Forensic Economics / Economic Damages (Plaintiff & Defense)
Lost Business Profits, Lost Earnings Capacity for Personal Injury, Wrongful Death & Wrongful Termination
• Forensic Investigative Accounting
Fraud, Embezzlement, Divorce
• FINRA Arbitration - Panel Member
• CPA Practice (Sold in 2003)
CPA in Public Practice for 18 years; Compiled, Reviewed and Audited Financial Statements; Prepared over 2000 Individual and Business Tax Returns, Financial and Tax Planning for Individuals and Businesses
• Commercial Real Estate Financial Management of Shopping Center in Germantown, TN (1988-1998)
Personal and Community
- Married with two children
- Boy Scouts of America-Eagle Scout
- Past-Boys & Girls Clubs of Greater Memphis-Bernal Smith Club Board of Directors-Chairman
- Past-The Boys & Girls Clubs of Greater Memphis-Treasurer, Central Board of Directors
- Past-The Phoenix Club-President
Courts Qualified In as an Expert Witness
- Total Courts/Jurisdictions: 63 as of 01.26.24 (See CV)
Financial Industry Regulatory Authority (FINRA) Hearings as Panel Member
- Total FINRA Hearings: 1 as of 01.26.24 (See CV)
Appointed as a Special Master or Court’s Own Witness
- Total Appointments: 6 as of 01.26.24 (See CV)
Presentations and Publications
- Total Presentations: 136 as of 01.26.24 (See CV)
- Total Publications: 19 as of 01.26.24 (See CV)
Expert Witness Testimony Appearances–Court and Arbitration
- Total Testimonies: 170 as of 01.26.24 (See CV)
- With a Jury: 32 as of 01.26.24 (See CV)
Expert Witness Testimony Appearances–Deposition
- Total Testimonies: 129 as of 01.26.24 (See CV)