Our Experience
Buy Side Support
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Quality of Earnings report of a regional distribution company
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Assisted first-time business owner with valuation, transaction analysis, and deal structure related to purchase of auto repair body shop
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Assisted first-time business owner with valuation, transaction analysis, and deal structure related to potential purchase of food & beverage company
Sell Side Support
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Quality of Earnings analysis of a regional manufacturing company
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Sell side support for a North Texas storage facility
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Sell side support for a North Texas pediatrics practice
Business Valuation
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Fair Market Value Opinion of a minority interest in a foreign for-profit education company
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Oil and gas asset valuation for fairness opinion support
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Fair Market Value Opinion of personal goodwill for an international manufacturing company
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Fair Market Value Opinion of minority interest in commercial construction company for litigation support
Federal Tax Matters
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Fair Market Value calculation of oil and gas exploration and production company related to IRS settlement
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Fair Market Value Opinion of minority interest in technology company for 409a valuation
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Fair Market Value Opinion of minority interest in commercial construction company for profits interest safe harbor
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Fair Market Value Opinion of minority interest in wealth management firm for estate planning purposes