Rob Koz

Rob Kozakowski
CPA, CA, CBV

Director, Valuations

2410 Manulife Place

10180 - 101 Street

Edmonton, Alberta  T5J 3S4

Canada

After obtaining his CA designation, then spending two years in a Controllership / CFO role with a privately-owned mechanical contractor, Rob obtained his CBV designation. As a CBV, he has focused primarily on the valuations of privately-held businesses in support of corporate reorganizations, estate planning, purchase and sale of businesses, and shareholder and matrimonial disputes.

Rob has additional experience preparing independent expert reports in connection with expropriation, insurance, and other claims, and in forensic reviews of shareholder and matrimonial disputes. He also has an extensive background in general advisory services.

Professional Affiliations

  • Canadian Institute of Chartered Business Valuators
  • Chartered Professional Accountants of Alberta

Education

  • Bachelor of Commerce with major in Accounting, University of British Columbia
  • Bachelor of General Studies degree, Athabasca University

Service Focus:

  • Valuations I Forensics I Litigation 
  • Succession I Retirement I Estate Planning 

Industry Focus:

  • Energy and Forestry Services 
  • Indigenous Services
  • Privately-held Businesses 
  • Manufacturing
  • Professional Services
  • Real Estate and Constriction 
  • Wholesale and Distribution