Robert Shefferly III

I lead the firm’s tax transaction advisory services practice, where I specialize in providing comprehensive tax due diligence and structuring services. My expertise spans across assisting private equity funds, portfolio companies, Searchers, Search Funds, and owner-operated, privately held corporations and partnerships. Whether it's buy-side or sell-side transactions, I ensure optimal tax outcomes and strategic structuring. I have over 24 years of tax experience working with a variety of industries. My clients appreciate that I’m decisive and results-oriented, allowing me to deliver tax-savings ideas and opportunities. I’m known for saving them millions of dollars in taxes by utilizing creative tax planning and structuring techniques. I belong to the AICPA, where I’m a tax division member, the MICPA, and ACG–Boston. I have a B.B.A. from Davenport University and an M.S. in taxation from Walsh College. Outside of work my hobbies are classic muscle cars, particularly first-generation Camaros, U.S. coins, handgun shooting, sporting clays, and travel.