Business Valuation Services

At Whitley Penn, we understand that business valuation is as much an art as it is a science. Because of the complex issues involved and the professional judgment required, choosing the right appraiser is everything. Our credentialed business valuation professionals combine the knowledge and analytical skills necessary for the quantitative side of business valuation with the experience and expertise required for the qualitative side to provide independent valuation opinions our clients can trust.

Business valuations are required for a variety of purposes, including:

  • Martial dissolutions
  • Shareholder disputes
  • Bankruptcy
  • Gift and estate taxes
  • Employee stock ownership plans (ESOPs)
  • Mergers and acquisitions
  • Buy/sell agreements
  • Ownership transactions
  • Financial reporting
  • Intangible assets
  • Intellectual property

What Business Valuation Services Does Whitley Penn Provide?

Business Valuation Analysis

We provide in-depth valuation analysis tailored to the specific circumstances of the engagement. We have performed hundreds of business appraisals across a broad range of industries, including manufacturing, oil and gas, construction, retail, healthcare, and restaurants, among others.

Report Preparation

We carefully prepare reports to meet the specific needs of the client in accordance with the purpose of the appraisal. We take pride in presenting our analysis in professional, well-written reports that are customized and appropriate for their intended use. Our reports are designed to comply with various industry standards and stand up to scrutiny by the IRS and in court.

Expert Testimony

When hired within a litigation setting, we provide expert testimony to explain and defend our valuation opinions. The ability to simplify complex business valuation theories and concepts to a judge or jury in a clear and convincing manner can be the different between winning and losing a case. Our business valuation professionals have provided expert testimony in hundreds of depositions and trials, and they are highly regarded by attorneys as well as their peers throughout the state of Texas.

Review of Other Valuations

Because of the inexact nature of business valuation, it is often necessary to obtain a second opinion. We provide big picture reviews of business valuations for reasonableness as well as detailed critiques of the assumptions, inputs, and methods used in a particular valuation.

Key Contacts

Contact Us

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