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Whether you're an estate planning attorney, CPA, or financial advisor, we're happy to discuss your valuation needs. No obligation.

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Contact Information

Service Area

Austin, TX | Serving all of Texas

What to Expect

  • Response within one business day
  • Free, no-obligation initial consultation
  • Clear scope and fee estimate before engagement
  • All conversations are confidential

Credentials

  • CPA, Certified Public Accountant
  • CVA, Certified Valuation Analyst
  • 35+ years of experience
  • TXCPA, AICPA, NACVA member