Insights

Specialized Valuation Services Katzen Marshall offers a comprehensive range of valuation services including estate and gift tax planning, financial reporting, ESOP, and M&A planning, indicating potential opportunities to cross-sell related financial advisory solutions to clients requiring specialized valuation expertise.

Experienced & Certified Team With professionals holding CFA, ASA, and CPA designations and over 200 years of combined experience, Katze Marshall appeals to high-net-worth clients and corporate entities seeking trustworthy valuation services, presenting a chance to target premium market segments.

Growing Mid-Market Focus Operating within the $10 million to $25 million revenue range, Katzen Marshall’s firm positioning in the mid-market allows for tailored engagement strategies with similarly scaled businesses and legal firms handling this client segment.

Regional and Industry Presence Based in Dallas but serving clients across the United States, Katzen Marshall’s regional footprint suggests opportunities for strategic partnerships with local legal and financial advisors to deepen market penetration.

Potential for Expansion While currently focused on valuation services, there is potential to expand into related financial consulting or compliance services, especially given the complex needs of their diversified client base, creating avenues for additional revenue streams.

Katzen Marshall Tech Stack

Media & News

Katzen Marshall's Email Address Formats

Katzen Marshall uses at least 1 format(s):
Katzen Marshall Email FormatsExamplePercentage
FLast@katzenmarshall.comJDoe@katzenmarshall.com
100%

Frequently Asked Questions

Where is Katzen Marshall's headquarters located?

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Katzen Marshall's main headquarters is located at 14800 Quorum Drive Suite 450 Dallas, Texas 75254 United States. The company has employees across 1 continents, including North America.

What is Katzen Marshall's SIC code NAICS code?

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Katzen Marshall's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Katzen Marshall have currently?

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As of February 2026, Katzen Marshall has approximately 11 employees across 1 continents, including North America. Key team members include Owner: D. K.Vice President: D. M.Senior Manager: R. D.. Explore Katzen Marshall's employee directory with LeadIQ.

What industry does Katzen Marshall belong to?

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Katzen Marshall operates in the Financial Services industry.

What is Katzen Marshall's email format?

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Katzen Marshall's email format typically follows the pattern of FLast@katzenmarshall.com. Find more Katzen Marshall email formats with LeadIQ.

When was Katzen Marshall founded?

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Katzen Marshall was founded in 1994.

Katzen Marshall

Financial ServicesTexas, United States11-50 Employees

Founded in Dallas, Texas in 1994, Katzen Marshall (“KM”) has been providing valuation services for a wide range of clients for a variety of needs and purposes for over 30 years. The KM team works with business owners, individuals, company executive teams, and legal and financial advisors across the country, providing exceptional business valuation services for our clients.

Through our 200+ years of combined experience in the valuation field, we have provided thousands of valuations for entities ranging from small family partnerships to enterprises exceeding $3 billion in revenue. Regardless of the client size or project scope, we take extreme care and pride in providing the best and most thorough valuations for our clients.

Our team includes experienced professionals with a diverse set of backgrounds, allowing KM to provide a wide range of valuation services. Certain members of the team are designated with industry certifications including: CFA, ASA, and CPA.  

We provide valuation services for Estate and Gift Tax Planning and Reporting, Financial Reporting, Management Planning, Employee Stock Ownership Plans (“ESOP”), Merger and Acquisition Planning, Regulatory Reporting, Fairness Opinions, Financing, and more.

Section iconCompany Overview

Headquarters
14800 Quorum Drive Suite 450 Dallas, Texas 75254 United States
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Katzen Marshall's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Katzen Marshall's revenue is estimated to be in the range of $10M$25M

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