WHO WE ARE

Katzen Marshall has over 200 years of combined in business valuation and a track record of success, delivering consistent high-quality services to our clients. Our professionals have extensive experience working with a wide range of clients from entrepreneurial small business owners to multinational corporations. We strive to provide a cost-effective structure for our clients while delivering superior quality and maximum client satisfaction.

Our commitment to provide exceptional service begins with our team. Most of our team members hold post-graduate degrees and are accredited by one or more professional associations, including the Institute of Chartered Financial Analysts, the American Society of Appraisers, and the Appraisal Institute. The Katzen Marshall team utilizes the most current technologies, participates in continuing professional education, and is actively involved in community activities.

Katzen Marshall is a recognized leader in business valuation services and provides expert analysis and written reports for many purposes including:

• Estate and Gift Tax Planning and Reporting

• Financial Reporting

• Management Planning

• ESOPs