About the Firm

DFW Valuations is an independent Dallas–Fort Worth advisory firm delivering credentialed, court-ready valuations and transaction advisory to business owners, attorneys, and investors across Texas.

DFW Valuations is a Dallas–Fort Worth–based independent advisory firm specializing in business valuations, M&A advisory, litigation support, and financial reporting. Our team holds the CFA, CBV, ABV, and AM designations and carries membership in the AICPA, CFA Society, and American Society of Appraisers. Our principals have testified as expert witnesses in Texas and other jurisdictions and have advised on more than 600 valuation and transaction mandates across 20+ industries. We serve clients throughout Dallas County, Tarrant County, Collin County, Denton County, and surrounding North Texas counties.

Practice Areas

Business Valuations

Fair market valuations for fairness opinions, 409A, estate planning, and transaction advisory.

Learn More →
M&A Advisory

Buy-side and sell-side transaction support, quality of earnings, and deal structuring.

Learn More →
Litigation Support

Expert witness services, damages analysis, and financial investigation for disputes.

Learn More →

Our Mission

We deliver independent, defensible valuations and transaction advice that our clients can act on with confidence. Every engagement is led by a senior credentialed professional. We maintain the independence that larger firms with audit or banking relationships cannot always offer.

600+
Valuations
75+
M&A Engagements
20+
Industries Served
CFA·CBV·CPA
Credentials

Why DFW Valuations

01
Senior-Led Every Engagement

All work is led by a partner or director with significant valuation and transaction experience.

02
Truly Independent

No conflicts from audit or banking relationships. Our only interest is your valuation.

03
Texas-Specific Expertise

Deep knowledge of Texas courts, oil & gas sector, and state-specific tax and regulatory issues.

04
Tailored Reports Not Templates

Every report is customized to your matter, not mass-produced from cookie-cutter frameworks.

05
Cross-Industry Depth

20+ years of experience across healthcare, manufacturing, energy, aerospace, and more.

06
Responsive & Transparent

Direct access to senior professionals, clear communication, and alignment on timing and deliverables.

Credentials & Compliance

CFA — Chartered Financial Analyst
CBV — Chartered Business Valuator
ABV — Accredited in Business Valuation
AM — Accredited Member (ASA)
CPA — Certified Public Accountant
AICPA Member
CFA Society Member
ASA Member
USPAP Compliant
Texas Expert Witness
FINRA Series 7/63/79 & SIE
ASC 805/ASC 350
IRC §409A
FRCP Rule 26

Ready to Discuss Your Valuation or Advisory Need?

Contact Us Meet the Team