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National Business Valuation |
North & South Carolina Offices:
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R
OBERT T. SLEE, CBACERTIFIED BUSINESS APPRAISER
6201 FAIRVIEW ROAD, SUITE 200
CHARLOTTE, NORTH CAROLINA 28210
(704) 523-7888
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XPERIENCEPresident, Robertson & Foley, 1/90 to present
Responsible for all activities of a private investment banking firm, servicing middle market clients. Services include valuing private business interests, raising debt and equity via private placements and advising on business transfers.
Vice President,
Robertson & Santangelo, 6/87 to 1/90Financial consulting and merchant banking company. Responsible for client generation.
General Management, Sterling Engineered Products, Division of Trinova, 6/84 to 5/87
Involved in a variety of financial and operating positions for this 12 plant, $350 MM division.
EDUCATION
Case Western
Reserve University, Cleveland, Ohio
M.B.A., Finance/Accounting, 8/82 to 5/84
University of Chicago, Chicago,
Illinois
M.A., Economics/History, 8/80 to 6/81
Miami University, Oxford, Ohio
B.A., Cum Laude, Political Science, 8/76 to 5/80
A
FFILIATIONSMember and Certified, The Institute of Business Appraisers
Certified, The American Production and Control Society Board Member, The International Merger and Acquisition Professionals
Board Member, The Southeast Chapter of the IBA
Member, Phi Beta Kappa
Member, The Charlotte Sales and Marketing Executives
Member, The National Funding Association
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UBLICATIONS"Financing a business acquisition takes creativity," The Business Journal, January, 1993
"Qualified Business Ventures," Lawyers Weekly, April, 1993
"How to sell your business for maximum return," The Business Journal, April, 1993
"Get some gr$$n from a Green Line revolving credit line," The Business Journal, May, 1993
"Walking the financing cost curve in search of a loan," The Business Journal, August, 1993
"Amendments affect Qualified Business Ventures," Lawyers Weekly, September, 1993
"Who really is successful owning a small business," The Business Journal, October, 1993
"Pssst...I hear you want to sell your business," The Business Journal, November, 1993
"Capitalize small business - and increase jobs," Ventures, December, 1993
"Public vs. Private Stocks: Why the Pricing Difference?," Lawyers Weekly, February, 1994
"Some small-business stocks may bring a tax break," The Business Journal, February, 1994
"Business facts you ought to know," The Business Journal, March, 1994
"Selling your business could become taxing," The Business Journal, May, 1994
"Some secrets of family-business success," The Business Journal, June, 1994
"Valuing Business Interests," Lawyers Weekly, July, 1994
"Financing Angels," Triangle Business Journal, September, 1994
"Beware these deal killers when selling a business," The Business Journal, November, 1994
"Follow the rules to raising capital," The Business Journal, December, 1994
"Personality type required for small business success," The Business Journal, January, 1995
"So you want to buy a business," The Business Journal, March, 1995
"Legal vs. acquisition rules for valuing business interests," The Stokes Report, May, 1995
"Sale Price for a small business starts with cash flow," The Business Journal, May, 1995
"A Word on Control Premiums and Discounts," Lawyers Weekly, August, 1995
"Why Corporate Buyers Value Firms Differently," M & A Insider, January, 1996
"Key to growing a business: An effective business plan," The Business Journal, August, 1996
"Selling a Business Using a Charitable Remainder Trust," M & A Insider, September, 1996
"A Secret your Banker may not be telling you," The Business Journal, November, 1996
"Why Small Businesses Remain Small," Data Link, December, 1996
"How much is your business worth?," The Business Journal, April, 1997
"Different Buyers pay Different Multiples," Data Link, May, 1997
"Dispelling Myths of Pricing Private Firms," Business Life, July, 1997
"The Many Worlds of Business Appraisal," Triangle Business Journal, March, 1998
"Is the Subject Company Similar?," Valuation Strategies, May, 1998
Pricing trends in the low-end middle market," Business Appraisal Practice, February, 1999
"How much is your small business worth?," The Business Journal, July, 1999
"What price would your company fetch?," The Business Journal, August, 2000
"Consider pitfalls before joining 50-50 partnership," The Business Journal, November, 2000
"Distribution is not dead...," Building Material Dealer, February, 2001
"Beware the fifty percent partner!," M&A Insider, February, 2001
"Industrial distribution outlook," M&A Insider, April, 2001
"Private acquisition prices drop for midmarket sales," The Business Journal, May, 2001
"Selling the same business twice," M&A Insider, March, 2002
"Goodwill is dead! Long live goodwill!," M&A Insider, August, 2002
"Private acquisition prices are beginning to stabilize," The Business Journal, April, 2003
"MBOs with a twist," M&A Today, April, 2003.
"Borrowing more effectively," Construction Equipment Distribution, April, 2003.
RECENT APPRAISAL ENGAGEMENTS
- White Pine Processor, stock gifting
- Building Material Distributor, family limited partnership
- Professional firm, divorce
- Metal machining company, minority interest
- Advertising company, buy/sell agreement
- Welding supply manufacturer, estate planning
- Food manufacturer, initial public offering
- Machinery manufacturer, private placement of equity
- Recycler, voting rights
- Washing equipment manufacturer, stock gifting