Katzen Marshall Email Format

Financial ServicesTexas, United States11-50 Employees

Katzen Marshall is a financial services firm based in Dallas, Texas, founded in 1994. It specializes in business valuation, serving a diverse set of clients including business owners, executives, individuals, and legal or financial advisors across the United States, supporting needs such as estate and gift tax planning, financial reporting, management planning, ESOPs, mergers and acquisitions, regulatory reporting, fairness opinions, and financing. With a team that combines substantial industry experience and credentials, KM emphasizes thorough and careful valuation work for engagements ranging from small family partnerships to large enterprises. The firm situates itself within the valuation services segment of financial services, leveraging professional expertise to address a wide array of valuation-related requirements for its clients. KM operates from its Dallas location and has a team with varied professional backgrounds to support its valuation offerings.

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