Our Credentials

CFA®, ASA, CPA, ABV, CEIV™, CGMA

Our Experience

• Completed 800+ valuations that have successfully passed the scrutiny of Big 4 and Middle Market accounting.

• Advised hundreds of businesses across each business life cycle mile - from start-up to exit.

Our Service Offering

M&A Transaction Advisory & Strategic Valuation Services.

Clients We Serve

Small-to-Large Cap Companies, Private Equity, Family Offices, Accounting Firms, and Attorneys. 

Where We Serve

Based in the Dallas-Fort Worth Metroplex; serving clients across the United States of America.

Excellence

Our standard of excellence is not governed by moral relativism that changes over time. Our mark of excellence is defined by something greater than us. We know our Owner and the Owner's standard of excellence.

Integrity

Being upright in all things all the time is our aim. Character matters, but if the definition of high character changes over time, then how can one maintain strong character. Our measure of integrity is based on an Everlasting Constant.

Community

We desire to be difference makers in our community. We simply do not want to serve others who only serve us. There is a true model of generosity established - do unto others as you would do for yourself. We give back to our community.