His clients—ranging from entrepreneurs and executives to established corporate entities—rely on his strategic counsel to navigate complex transactions and sensitive internal negotiations.

Robert regularly collaborates with financial advisors, accountants, and legal teams to structure multimillion-dollar mergers, acquisitions, and spin-offs, with a particular focus on tax efficiency. He has successfully guided clients through generational transitions of ownership, including the succession of a leading national sports equipment distributor, and has represented shareholders in disputes requiring negotiated settlements across a variety of industries.

In one notable matter, Robert secured a Private Letter Ruling from the IRS to facilitate the tax-free spin-off of a public corporation. He also played a pivotal role in helping employees of a national distributor acquire the company’s stock from a bankrupt owner—structuring both the deal and the financing package that made the purchase possible.

Throughout his practice, Robert brings a collaborative, solution-oriented approach to helping clients protect their interests, preserve enterprise value, and plan for long-term success.