Robert Taylor

About Robert Taylor

Rob is the Managing Partner of Taylor Capital, LLC, a real estate investment fund headquartered in Charlotte, NC; the President of Taylor & Morgan Asset Management, a firm specializing in private equity and alternative investments; and a partner at Taylor & Morgan CPAs, where he leads the firm’s mergers and acquisitions group. With nearly two decades of experience as a CPA, attorney, and investment advisor, Rob has established himself as a leader in real estate investment, private equity, and financial services.Rob’s unique combination of legal, financial, and valuation expertise allows him to navigate complex business challenges and guide his firms in executing thoughtful, value-driven strategies. His leadership at Taylor Capital emphasizes comprehensive financial analysis and prudent investment decisions in the real estate sector. At Taylor & Morgan Asset Management, Rob directs the firm\'s investment strategies, with a heavy focus on private equity and alternative investments, while at Taylor & Morgan CPAs, he focuses on facilitating successful mergers and acquisitions through careful transaction management and strategic planning.He earned his Juris Doctor degree from Michigan State University College of Law and holds a Bachelor of Arts in Accounting and Economics from Alma College, where he played college basketball and earned All-Conference honors.

Experience

1. Partner

   Taylor & Morgan, Cpa, Pc

   Mar 2010 — Present

   Taylor & Morgan CPAs is a leading accounting and advisory firm offering a comprehensive suite of financial services to individuals, businesses, and organizations. With a deep commitment to providing tailored solutions, the firm specializes in accounting, tax planning, audit services, and mergers & acquisitions advisory. Taylor & Morgan CPAs is known for its expertise in helping clients navigate complex financial landscapes and achieve long-term success.The firm is led by a team of experienced CPAs and financial professionals who bring decades of experience in various sectors, including real estate, private equity, and corporate finance. Under the guidance of Rob Taylor, a partner at the firm and leader of the mergers and acquisitions group, Taylor & Morgan CPAs has earned a reputation for excellence in managing high-stakes transactions, delivering strategic insights, and optimizing financial outcomes for their clients.The firm\'s M&A advisory services are designed to guide clients through the intricacies of buying, selling, and restructuring businesses, ensuring smooth transitions and successful outcomes. Whether it\'s tax strategy, financial reporting, or navigating the complexities of corporate transactions, Taylor & Morgan CPAs is dedicated to delivering value through a collaborative and client-focused approach.

Education

• Michigan State University College of Law

  JD/CPA, Accounting and Law

  2003 — 2007

• Alma College

  B.A., Economics and Accounting

  1999 — 2003

Skills

• Forensic Accounting
• Financial Modeling
• Due Diligence
• Litigation Support
• Mergers
• Business Valuation
• Corporate Finance
• Asset Management
• Mergers & Acquisitions
• Federal Taxation
• Tax
• Private Equity
• Valuation
• Cpa
• Small Business
• Finance
• Restructuring
• Turn Around Management
• Investments