Robert is a director at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. He focuses on conducting valuation projects for clients, researching industry and economic trends, and providing support to principals engaged in various investment banking functions.
Robert is experienced in valuations for closely held businesses for various purposes, including tax compliance, purchase or sale of interest, employee stock ownership plans and estate and gifting purposes. His valuation experience includes clients in technology, manufacturing, distribution, agribusiness and healthcare. Robert received his BS in Health Services Administration from the University of Central Florida and his MBA from the University of North Florida.