Hello
I’m Robert Hulet, a Certified Business Appraiser (CBA), Certified Valuation Analyst (CVA), and private equity valuation consultant. While based in California, my work has taken me across the United States (and Canada)—from Alaska to Florida—providing accurate, objective valuations for small businesses with revenues ranging from start-up levels to $20 million.
Having spent my entire career in and around small business, I understand the challenges and opportunities entrepreneurs face. My passion is helping business owners make informed, confident decisions through valuations they can trust.
I welcome the opportunity to earn both your business and your confidence.
My Story
I was the President/CEO of a multi-million dollar, multi-location, import distribution company for over 20 years. I have 15 years experience in business consulting and valuation engagements, also acting as interim management in the positions of COO, CFO, Exec. VP, Board Member & Executive Director. I have personally started, bought, or sold twelve companies. I participated as the lead in M&A due diligence with a $1B public company. I have significant experience in preparing certified business valuations for marital dissolution, shareholder disagreements, estate planning/settlement, and for shareholder buyouts, stock sales, and helping prepare companies for sale. I have conducted business consulting, business development, and restructuring or process improvement engagements throughout the United States and Canada. I am considered a national Financial Planning & Analysis (FP&A) contractor for small business.
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I have four business degrees from the University of Arizona: Accounting, Finance, Management Information Systems (MIS), and General Business (with emphasis in marketing). I have two valuation certifications:​​​​​​
Certified Business Appraiser (CBA)
The Certified Business Appraiser (CBA) designation under the Institute of Business Appraisers (IBA) is a very prestigious credential in the eyes of all who are familiar with it as it has earned the reputation of being the industry's most difficult credential to obtain with a pass rate of only 4.2%. The IBA organization was obtained by the National Association of Certified Valuators and Analysts (NACVA) in 2016. CBA Analysts must comply with all the IBA/NACVA principle-based Standards; General & Ethical Standards, Development Standards, & Reporting Standards. Each Analyst has gone through extremely rigorous certification training and testing. In addition to using their professional judgment in any estimation of value, they must adhere to high standards of integrity, objectivity and professional competence. Their skill set, knowledge, education, experience, and training is second to none.
Certified Valuation Analyst (CVA)
Certified Valuation Analysts are certified by the National Association of Certified Valuators and Analysts (NACVA) and must comply with all their principle-based Standards; General & Ethical Standards, Development Standards, & Reporting Standards. Each Analyst has gone through rigorous certification training and testing. In addition to using their professional judgment in any estimation of value, they must adhere to high standards of integrity, objectivity and professional competence.
Other Qualifications
Analyst’s Additional Coursework:
• Avoiding Conflicts of Interest Professional Ethics Violations in Matrimonial Business Valuation Litigation
• Accredited in Business Appraisal Review (ABAR) workshop
• Advanced Comprehensive CBA (Certified Business Appraisal) Clinic – 1 week
• Industry Standards and Ethics
• Case Study Market Approach
• Case Study Maximizing Quality & Efficiency in a Valuation Engagement w/Valuation Software
• Valuation Case Analysis by Webinar
• Maximizing Efficiency and Standardization (Post COVID-19) in a Valuation Practice
• Certified Valuation training and testing – 1 week
• Comprehensive CBA report review – (CBA certification pass rate only 4.2%)
• Litigation Report Writing workshop