Insights

Experienced Valuation Expertise Katzen Marshall has over 30 years of experience and a team with diverse professional backgrounds, including CFA, ASA, and CPA certifications, positioning them as a trusted partner for complex valuation needs across industries and client sizes.

Growing Revenue Potential With annual revenues between 10 million and 25 million dollars, Katzen Marshall presents an opportunity for service expansion, particularly in high-value valuation segments such as estate planning, M&A, and regulatory reporting.

Market Positioning Operating in the financial services industry alongside large firms like DLA Piper and White & Case, Katzen Marshall can leverage their niche expertise to target mid-sized businesses and law firms seeking specialized valuation services.

Client Diversification The company serves a broad client base, including business owners, legal advisors, and corporate executives, opening avenues to cross-sell related financial advisory and consulting services within their existing network.

Potential for Technology Expansion Although specific tech details are limited, investing in advanced valuation software or digital tools could enhance efficiency and competitive edge, attracting tech-savvy clients and expanding service offerings.

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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