Katzen Marshall Information

Founded in Dallas, Texas in 1994, Katzen Marshall (“KM”) has been providing valuation services for a wide range of clients for a variety of needs and purposes for over 30 years. The KM team works with business owners, individuals, company executive teams, and legal and financial advisors across the country, providing exceptional business valuation services for our clients. Through our 200+ years of combined experience in the valuation field, we have provided thousands of valuations for entities ranging from small family partnerships to enterprises exceeding $3 billion in revenue. Regardless of the client size or project scope, we take extreme care and pride in providing the best and most thorough valuations for our clients. Our team includes experienced professionals with a diverse set of backgrounds, allowing KM to provide a wide range of valuation services. Certain members of the team are designated with industry certifications including: CFA, ASA, and CPA. We provide valuation services for Estate and Gift Tax Planning and Reporting, Financial Reporting, Management Planning, Employee Stock Ownership Plans (“ESOP”), Merger and Acquisition Planning, Regulatory Reporting, Fairness Opinions, Financing, and more.