Espen Robak, CFA, President of Pluris Valuation Advisors, is a nationally recognized expert on restricted securities, securities design, levels of value, and discounts for lack of liquidity. Over more than a decade, he has provided valuation services for stock-based compensation and other financial reporting purposes, transaction fairness, corporate and personal income tax, estate and gift tax, employee stock ownership plans, litigation and other purposes. Mr. Robak has particular expertise with venture capital, private equity fund structures and hedge fund structures. He is a prolific writer on business, valuation and taxation topics, and speaks frequently at seminars and professional conferences. Recent topics he has written about include M&A arbitrage data, restricted stock and marketability, and the valuation of trademarks.
Prior to joining Pluris, Mr. Robak was Senior Vice President of FMV Opinions, Inc., a specialty valuation firm, and directed the firm's restricted stock and blockage discount practices. At FMV, Mr. Robak authored several publications on private placements, restricted stock, and marketability discounts, and oversaw the creation of "The FMV Restricted Stock Study." Mr. Robak's corporate valuation experience also includes allocation of value between common, preferred, and convertible securities, and the valuation of derivative and hybrid securities. Mr. Robak has earned the Chartered Financial Analyst (CFA) designation and has a master's degree in business administration and a bachelor of science degree from the University of Oregon.
Pluris Valuation Advisors, LLC
Pluris Valuation Advisors, LLC (www.PlurisValuation.com) of New York, N.Y. is a full-service valuation firm specializing in the valuation of illiquid assets. Among its services, Pluris provides valuation of restricted securities, stock options and other assets for estate tax, gift tax and income tax returns. Using its proprietary LiquiStatÔ database to provide comprehensive data from comparative real-world transactions, Pluris is able to provide exceptionally accurate, defensible valuations. LiquiStat is believed to be the largest existing database of restricted stock and warrant transactions.
Pluris Valuation Advisors LLC is an affiliate of Restricted Stock Partners, a division of Green Drake Capital Corp. (Member NASD/SIPC).
Areas of Expertise
Tax Valuations, Litigation Support, Portfolio Valuations, Financial Reporting Valuation, Transaction Opinions
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