We offer a full suite of valuation and corporate finance advisory services built on the same practices used by institutional investors and national appraisal firms. Every engagement is led by a credentialed senior professional.
Independent valuations of closely held Texas businesses for any purpose — transactions, tax, planning, reporting, or dispute resolution.
Sell-side and buy-side transaction advisory from initial valuation through deal structure, negotiation, and closing across Texas markets.
Independent QoE analysis for M&A transactions — validating normalized EBITDA, working capital, and deal-critical financials before you sign.
Independent valuation and financial analysis for commercial disputes, shareholder matters, and economic damages — including expert witness testimony in Texas courts.
Business valuations, income analyses, and property tracing for marital dissolution proceedings under Texas Family Code.
Technical valuation work built to withstand audit and regulatory review — from purchase price allocations to 409A opinions for Texas companies.
IRS-compliant business appraisals for estate administration, gift tax reporting, and wealth transfer planning for Texas families.
Every DFW Valuations engagement is led by a credentialed professional. Our team holds the CFA, CBV, ABV, AM, and CPA designations, with membership in the AICPA, CFA Society, and American Society of Appraisers. Our principals have testified as expert witnesses in Texas courts. Our work product is prepared in accordance with applicable professional standards — including USPAP, AICPA SSVS No. 1, and NACVA professional standards — as well as the specific accounting guidance (ASC, IFRS) and regulatory requirements (IRS, SEC) applicable to each engagement type.
We provide written representations as to our independence and the basis for our conclusions, and are available to support the relying party's audit team, counsel, or regulatory reviewers throughout the process.
Book a free 30-minute consultation or send us a message — a senior professional responds within one business day. All inquiries are strictly confidential.
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