Katzen Marshall

Katzen Marshall, a business located in Dallas, Texas, is a firm specializing in valuation services. Founded in 1994, Katzen Marshall (“KM”) has a team of 12 employees and generates annual revenue of $2 million. KM provides valuation services to a diverse clientele, including business owners, individuals, company executives, legal professionals, and financial advisors. Their services cater to a wide range of needs, such as Estate and Gift Tax Planning and Reporting, Financial Reporting, Management Planning, Employee Stock Ownership Plans (“ESOP”), Merger and Acquisition Planning, Regulatory Reporting, Fairness Opinions, and Financing. The KM team boasts over 200 years of combined experience in the valuation field. Their expertise spans across various industries and entity sizes, from small family partnerships to large enterprises exceeding $3 billion in revenue. Katzen Marshall takes pride in delivering comprehensive and thorough valuations for all clients, regardless of project scope. KM professionals hold industry certifications including CFA, ASA, and CPA. To learn more about Katzen Marshall's services, visit their website at katzenmarshall.com.