Robert W. Carter

MS, CPA/CFF, CVA, CFE, CEPA

Director

As a Director at Vallit Advisors, Rob has over 15 years of experience in disputes, business valuation consulting, expert witness services, forensic accounting and fraud investigation services across numerous industries. Additionally, he is a faculty member for the National Association of Certified Valuators and Analysts teaching the CVA Credentialling Course to both valuation professionals and the Internal Revenue Service. Furthermore, Rob is an adjunct faculty member teaching graduate courses in forensic accounting and business valuation for Stevenson University and the University of Baltimore.

  • Master of Science, Accounting and Business Advisory Services, University of Baltimore Merrick School of Business
  • Bachelor of Science, Business Administration, Stevenson University (formerly Villa Julie College)
  • Certified Public Accountant (CPA)
  • Certified in Financial Forensics (CFF)
  • Certified Valuation Analyst (CVA)
  • Certified Fraud Examiner (CFE)
  • Certified Exit Planning Advisor (CEPA)
  • Collaborative Training

Rob has testified by deposition or trial in numerous courts, both federally as well as in the States of Maryland, Virginia, and the District of Columbia. Additionally, he has worked on over a thousand litigation and business valuation engagements throughout his career. Rob’s expertise includes business valuations for estate, gift, sale, divorce and shareholder disputes as well as both simple and complex litigation include tenant landlord, breach of contract, intellectual property, business lost profits, and individual lost earnings such as medical malpractice, personal injury and wrongful death cases.

  • Member, Maryland Chapter of Exit Planning Exchange
  • Member, National Association of Certified Valuators and Analysts
  • Member, Maryland/DC Chapter of National Association of Certified Valuators and Analysts
  • Member, American of Institute of Certified Public Accountants
  • Member, Maryland Association of Certified Public Accountants
  • Member, Association of Certified Fraud Examiners
  • 2020 Second Quarter Outstanding Member, National Association of Certified Valuators and Analysts
  • 2019 “Five Star Professional” by Five Star Professional and Baltimore Magazine
  • 2018 “FVS Standing Ovation Award” by the American Institute of Certified Public Accountants
  • 2017/2018 “State Chapter Presidents’ Leadership Award” by the National Association of Certified Valuators and Analysts
  • 2016 Awarded “40 Under Forty” by CPA Practice Advisor
  • 2016 Awarded “40 Under Forty” by the National Association of Certified Valuators and Analysts
  • 2015 Awarded Maryland’s “Top 10 Public Accounting Professional Rising Stars” by the National Academy of Public Accounting Professionals
  • 2015 Awarded “Maryland’s Finest” designation by the Cystic Fibrosis Foundation of Maryland
  • 2014 CFA Institute Baltimore/Washington Regional Equity Research Challenge Winner
  • Director, Vallit Advisors, LLC – October 2022 to Present
  • Faculty Instructor, Business Valuation Certification and Training Center, National Association of Certified Valuators and Analysts – 2022 to Present
  • Adjunct Professor, Forensic Accounting Program, University of Baltimore Merrick School of Business – 2018 to Present
  • Adjunct Instructor, Graduate Forensic Accounting Program, Stevenson University (formerly Villa Julie College) – 2015 to Present
  • Partner, Forensic Investigations and Litigation Support Services Group, BDO USA, LLP – 2020 to 2022
  • Partner, Business Valuation and Litigation Consulting Group, Hertzbach & Company, P.A. (Member BDO Alliance USA) – 2018 to 2020
  • Intern-Senior Manager, Hertzbach & Company, P.A. (Member BDO Alliance USA) – 2007 to 2018