Aaron Ballard

Forensic, Litigation & Valuation Senior Manager

Aaron Ballard
Office
Fort Worth
Direct Dial
817.259.9774
817.259.9774
469.450.7332
Aaron.Ballard@whitleypenn.com
Education

B.B.A. in Accounting and Finance, Abilene Christian University, summa cum laude, 2008

Master of Accountancy, Abilene Christian University, 2009

Aaron Ballard is a certified public accountant (CPA) and is accredited in business valuations (ABV). Aaron has spent nearly a decade providing litigation support and expert testimony on accounting, financial, and business valuation issues in both state and federal court cases.

Aaron has worked in the Forensic, Litigation, & Valuation Services group since beginning his career at Whitley Penn in 2009. He performs valuations of business and securities in connection with litigation, estate and gift taxes, financial reporting, mergers and acquisitions, consulting, and other purposes. Aaron also provides forensic accounting, damages and lost profit calculations, and other litigation support services in connection with marital dissolutions, commercial litigation, probate litigation, partner disputes, and other types of litigation. He supports the provision of expert witness testimony at depositions, hearings, and trials and provides assistance with settlement negotiations and mediation.

Primary Areas of Focus:

  • Valuation of business entities and intangible assets
  • Economic damages and lost profit calculations
  • Family law matters including tracing and characterization of marital assets, forensic analysis, and quantification of equitable reimbursement claims
  • Forensic accounting
  • Assistance at depositions, mediations and trials providing case strategies, court room exhibits and financial solutions
  • Financial statement modeling and forecasting
Experience

Whitley Penn, Fort Worth Office, (2009-Present)

  • Forensic, Litigation & Valuation Services
    • Business valuation
    • Forensic accounting
    • Tracing and characterization of marital assets
    • Litigation support and consulting services
    • Calculation of damages and lost profits
    • Deposition, mediation, and trial preparation assistance
Professional Certifications
  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Forensic and Valuation Services Section, AICPA
  • Texas Society of Certified Public Accountants (TSCPA)
  • Fort Worth Chapter, TSCPA
  • Financial Consulting Group (FCG)
Seminars/Lectures/Publications
  • 38th Annual Advanced Family Law Course (August 2012)
    • Co-Author “Presenting Your Property Case Using Technology”
  • Oil and Gas Investor (September 2015)
    • Co-Author “Beyond Proved”
Continuing Professional Education
  •  American Society of Appraisers (ASA)
    • 2010 BV201: Introduction to Business Valuation, Part 1
    • 2011 BV202: Introduction to Business Valuation, Part 2
    • 2012 BV203: Business Valuation Case Study
  • State Bar of Texas
    •  2012 Advanced Family Law Conference
    •  2016 Advanced Family Law Conference
  • Financial Consulting Group
    • 2013 FCG University
  • American Institute of Certified Public Accountants (AICPA)
    •  2013 Forensic & Valuation Services Conference
    • 2014 Forensic & Valuation Services Conference
    • 2015 Expert Witness Skills Workshop

 

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