|JASON S. ROBERTSON
Western Reserve Valuation Services
Mr. Robertson has performed or contributed to over 400 valuation engagements involving businesses, business interests, and intangible assets of privately held and publicly traded companies over the last 12 years. These engagements have been performed for numerous purposes including: estate and gift taxation; employee stock ownership plans; fairness opinions; purchase price allocations; goodwill impairment testing; mergers and acquisitions; buy-sell agreements; stock option grants; and other tax and corporate-related matters. Prior to joining Western Reserve Valuation Services, Mr. Robertson served as a manager in the valuation services department of GBQ Consulting LLC (a Columbus-based accounting and consulting firm). Mr. Robertson left GBQ Consulting in 2009 to form his own valuation firm, Argus Partners LLC. The operations of Argus Partners were rolled up into Western Reserve Valuation Services in 2012.
Mr. Robertson’s experience includes business and intangible asset valuations for entities in a multitude of industries including: financial institutions; manufacturing; wholesale and distribution; retail; construction; restaurants and food service; advertising and marketing; professional practices; software and technology; engineering; real estate and property management; and holding company and estate planning vehicles.
Mr. Robertson’s educational background includes a Bachelor of Science in Business Administration in Finance and a minor in Economics from Indiana University. Mr. Robertson is an Accredited Senior Appraiser by the American Society of Appraisers and is a member of the Columbus Metropolitan Club, Worthington Estate Planning Council and the Association for Corporate Growth.