Independent Business Valuation Experts for Dallas–Fort Worth

Credentialed valuations and M&A advisory for business owners, investors, lenders, and attorneys across Texas — reports that hold up in negotiations, boardrooms, and courtrooms.

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When Do You Need a Valuation?

Considering a sale, merger, or buyout
Bringing on or buying out partners
Financing, recapitalization, or restructuring
Shareholder, marital, or estate disputes
Tax, financial reporting, or fairness opinions

We help you understand value before you negotiate — not after.

Our Services

Full-scope valuation and advisory — from fairness opinions to litigation-ready expert reports.

Business Valuations

USPAP-compliant valuations for M&A, shareholder matters, estate, tax, and financial reporting.

M&A Advisory

Sell-side, buy-side, and internal transactions — deal structure, working capital, earn-outs, and fairness opinions.

Litigation & Dispute Support

Expert valuations for shareholder disputes, marital dissolution, damages, and oppression remedies.

Quality of Earnings

Buy-side and sell-side QoE — EBITDA normalization, revenue quality, and risk identification.

Capital Raising & Debt Advisory

Valuation support for growth capital, refinancings, and recapitalizations that withstand lender scrutiny.

Financial Reporting & Tax

ASC 805 PPAs, goodwill impairment (ASC 350), 409A stock options, and estate & gift tax valuations.

All Services

Why DFW Valuations?

Senior-led on every file — CFA, CBV, ABV, and CPA credentialed principals
Expert witness testimony in Texas and other jurisdictions
FINRA-licensed with real M&A and capital-raising experience
Truly independent — no audit or banking conflicts
Reports built for court, lenders, and the deal table
Deep expertise in Texas industries: oil & gas, aerospace, defense, healthcare
Responsive, transparent, and fixed-fee where possible

Who We Work With

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Business Owners

Planning sales, buyouts, or succession

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Attorneys

Divorce, disputes, and damages matters

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Investors & PE

Due diligence and portfolio valuations

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Lenders & Banks

Credit and collateral valuations

Industries We Serve

Specialized valuations for the sectors driving Dallas–Fort Worth and Texas.

Healthcare Software & SaaS Oil & Gas Aerospace Defense & Technology Fintech Real Estate Restaurants & Food Service Transportation & Logistics Advanced Manufacturing Engineering & Architecture E-Commerce

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Our Team

Every engagement is led by a senior professional — no bait-and-switch to junior staff.

Abhi Mathews

CFA · CBV · ABV · AM

Partner

Chartered Business Valuator and CFA with experience spanning fairness opinions, M&A advisory, and capital raising across NYSE, TSX, and TSX-V listed companies. FINRA Series 7, 63, 79 & SIE.

Rebecca Spour

CFA

Managing Partner

Seasoned corporate banker, private credit investor, and CFO with over two decades structuring middle-market credit facilities and leading M&A processes.

Rudy Pena

CPA · MS Accounting

Managing Director — Litigation & Transactions

California-licensed CPA with expert witness testimony in Texas and other jurisdictions, forensic accounting, financial due diligence, and quality of earnings experience.

Full Team Bios