Robert W. Regis joined Columbia Financial Advisors, Inc. as a Senior Associate in 2016. Mr. Regis’ appraisal experience includes the management of appraisal engagements for a variety of purposes including financial reporting, mergers and acquisitions, and tax reorganizations, as well as valuations for gift and estate tax purposes and ESOPs. He has been engaged in business valuations since 2007.
Prior to joining Columbia Financial Advisors, Inc. in 2016, Mr. Regis was employed as a Manager and Senior Analyst at BV Advisors, LLC a valuation and litigation support services firm located in Portland, Oregon, from 2007 to 2016. His prior professional experience also includes over two decades in the restaurant industry, across disciplines.
Mr. Regis is an Accredited Senior Appraiser of the American Society of Appraisers designated in Business Valuation. Mr. Regis earned his Bachelor of Science in Finance from Portland State University in 2007, and his Master of Science in Financial Analysis from Portland State University, with honors, in 2010.
Mr. Regis’s experience stems from his work at Columbia Financial Advisors, Inc., where he is currently responsible for a number of appraisal engagements, including appraisals for ESOP purposes. During his tenure at BV Advisors, LLC, he serviced a broad range of engagements and disciplines, including appraisals for mergers and acquisitions, tax reorganizations, gift and estate planning and transfer price valuation services in accordance with OECD Guidelines and under Section 482 and regulations thereunder.
His appraisal experience includes all aspects of appraisal engagements including Client Company due diligence, and valuation approaches and methodologies. Mr. Regis has a broad-based, multi-discipline experience level, particularly with regard to pass through entities and applicable discounts associated with control of both minority and non-voting interests.
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