Robert T. Taylor, JD, CPA, CVA

Partner

Rob leads the firm's business advisory and financial services groups. His responsibilities include providing transactional support to companies and managing investments through Taylor & Morgan Asset Management. Rob is a licensed attorney and CPA who also holds his series 7 and 66 licenses. He has extensive experience analyzing companies' financial positions for a restructuring plan, valuation, acquisition or investment.

Prior to joining Taylor & Morgan, Rob worked in the turnaround and litigation support groups at O'Keefe and Associates. He also worked at KPMG, where he primarily dealt with tax issues surrounding mergers and acquisitions. While in that role, he specialized in the taxation of mergers, acquisitions, asset sales, stock sales and restructurings from both the Federal and state tax perspective.

Rob is a Certified Valuation Analyst (CVA) and Certified in Financial Forensics (CFF). He earned his Juris Doctor degree with a concentration in Corporate and Tax Law from Michigan State University College of Law and a Bachelor of Arts in Accounting and Economics from Alma College.