ROBERT H. BUCHANAN, J.D., ASA
Education:
Washington and Lee University School of Law, Lexington, Virginia
Juris Doctor; May, 1998
Robert R. Kane Scholar 1995-98
University of Central Florida, Orlando, Florida
B.S.B.A., 1995; Finance
Employment:
Principal, PCE Valuations, LLC, 2002- Present
Business Valuation Consultant / Sr. Analyst, Business Valuation Services, 1998-2001
Research Associate, Washington & Lee University School of Law, 1997
Intern, U.S. Senate Banking Committee; Special Committee to Investigate Whitewater Development Corporation and Related Matters, 1996
Operations Manager, Multi-location Independent Pharmacy, 1984-1989, 1991-1992
Mgmt. Training Program / LPO Manager Florida Federal Savings Bank, 1989-1991
Business Valuation Related Experience:
- Accredited Senior Appraiser (Business Valuation) and member in the American Society of Appraisers
- Fairness Opinions / Solvency Opinions
- Estate & gift tax planning and filing
- Strategic and business planning
- Litigation support
- Valuation of intangible assets (including intellectual property)
Other:
Board of Directors, Florida Episcopal Federal Credit Union, Treasurer
Board of Directors, Families with Children from Asia, Central Florida, Treasurer
Speaker at various C.E. seminars and professional organizations
Speeches/ Lectures:
“Planning Opportunities with ESOPs”, The Florida Bar Tax Section, 2009.
“The Dual Track Approach to Selling Your Business”, Central Florida T.E.C. annual regional meeting, 2009.
“The Diagnostic Valuation: How to use Valuation to Better manage Your Company”, Financial Planners’ Association of Central Florida, 2009.
“What Drives the Value of Your Business?”, Central Florida T.E.C. annual regional meeting, 2008.
“The Dual Track Approach to Selling Your Business”, Financial Planners’ Association of Central Florida, 2008.
“Fairness Opinions: Implementing Rule 2290”, Trenam, Kemker, Scharf, Barkin, Frye, O^Neill & Mullis, 2007.
“Fairness Opinions: What to Know”, Florida Bar, Business Section Annual Retreat, 2007.
“Valuation 101: What, When, Why & How”, Financial Planners’ Association of Central Florida, 2006.
“Institute for Pharmacy Entrepreneurship: Valuation, Succession Planning, How to Buy a Business, How to Sell a Business”, University of Florida Institute for Pharmacy Entrepreneurs, 2006.
“ESOP Finance and Structure”, The ESOP Association, New South Chapter / Gray Robinson, P.A., 2006.
“ESOP Valuation”, The ESOP Association, New South Chapter / Gray Robinson, P.A., 2006.
“Fairness Opinions: Past, Present, and Future”, Florida Bar, Business Section Annual Retreat, 2005.
“Wealth Succession Planning for Independent Pharmacists”, United Drug Annual Members Conference, 2005.
“Institute for Pharmacy Entrepreneurship: Valuation, Succession Planning, How to Buy a Business, How to Sell a Business”, University of Florida Institute for Pharmacy Entrepreneurs, 2004.
“Valuation of Privately Held Businesses: Independent Pharmacy”, Florida Pharmacy Association, 2004.
“Valuation as a Management Tool”, Merrill Lynch Merger & Acquisition Symposium, 2003.
“ESOP Valuation: Understanding the Standard”, Merrill Lynch ESOP Seminar, 2003
“Valuation and Wealth Succession Planning for Independent Pharmacists”, University of Florida College of Pharmacy National Advisory Board Meeting, 2003
“ESOP Valuation”, Akerman Senterfitt ESOP Seminar, 2002
“Issues in Valuation: An Overview”, Indian River County Estate Planning Council, 2002
“Valuation of Privately Held Entities for Wealth Succession Planning”, A. G. Edwards Private Wealth Advisors Seminar, 2002.
“Valuation for FASB 142 Compliance- Goodwill Impairment”, KPMG Continuing Education Credits Seminar, 2002.
Publications:
Monthly Newsletter “All About Value”, various valuation-related topics.