Houston, TX

Independent business valuation in Houston.

We deliver senior-signed, defensible valuation reports for privately held companies in the Houston area. M&A, tax, shareholder, and litigation support.

When you need one

Six situations where a Houston business needs an independent valuation.

M&A transactions

Defensible valuation range before going to market or evaluating an inbound offer.

Shareholder buy-outs

Independent value opinion for partner redemptions, internal transfers, and family succession.

Estate & gift tax

IRS-compliant business interest valuations for estate planning and gifting programs.

Litigation support

Expert reports and testimony for shareholder disputes, divorce, and commercial litigation.

ESOP feasibility

Preliminary valuation and structuring analysis to test employee-stock-ownership viability.

Strategic planning

Value-driver analysis and enterprise-value benchmarking for board-level decisions.

Methodology

Three approaches. One defensible conclusion.

Income Approach

Discounted cash flow calibrated to Houston-market risk premia and sector-specific cost of capital.

Market Approach

Precedent M&A transactions and guideline companies, adjusted for size, control, and growth.

Asset Approach

Adjusted net asset value for holding companies, asset-heavy operations, and liquidation scenarios.

Houston Office

Get a valuation report from a local Houston advisory team.

Typical engagements are completed in four to six weeks. Reports are signed by senior partners and supported by underlying models on request.

Executive summary with concluded value range
Business, industry, and Houston-market overview
Historical financial analysis with normalizing adjustments
Income, market, and asset approach detail
Reconciliation and final value opinion

Free resource

Business Valuation Readiness Guide

Download our free guide to learn how to prepare for a valuation, normalize EBITDA, and avoid the red flags that reduce multiples.

Download guide

Request a valuation engagement.

Share a short description of the situation and we will respond with scope, timeline, and fee within two business days.

Contact us