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Recent Engagements

Our professionals have performed appraisals for hundreds of businesses and investment entities. While we may not have appraised your business before, chances are that we have performed an appraisal for something similar. Our valuation experience is not limited to, but includes family limited partnerships / limited liability companies and business operations in the following general industry classifications: utilities, oil and gas, construction, manufacturing, restaurants and franchises, wholesaling, distribution, retailing, healthcare, waste remediation, and a wide variety of professional and technical service providers.

The following is a sample of some of our recent valuation engagements:

  • Engaged by a company and five of its members to determine the equity value for buy-out of the sixth member that was expelled from the company, following provisions within the Company Agreement and Section 10.362 of the Texas Business Organizations Code. 
  • Completed the valuation of a personal injury law firm for estate purposes, which included the appraisal and analysis of the various outstanding contingency cases and expected proceeds from a large class action case.
  • Determined the fair value of a 25% shareholder interest relying on guidance from Subchapter H of Chapter 10 of the Texas Business Organizations Code for the standard of value.
  • Valued Class B nonvoting shareholder interests in a Mexican investment holding company that included the valuation of direct and indirect fractional ownership interests in 14 automobile dealerships, a vehicle leasing company, an auto dealership real estate leasing company and shares of stock held in a private bank (all located and operating in Mexico).
  • Evaluated terms of offer to acquire a surveying and mapping firm, and provided appraisal and consulting services to the owner of the firm to be acquired throughout the negotiation process.
  • Provided transactional advisory services for the owners of a chemical wholesaling company who were in the process of considering acquisition by a competitor.  Evaluated several rounds of offers, provided appraisal and consulting services throughout the ongoing negotiations which ultimately resulted in the sale of the company.
  • Determined the value of 11 equity interests held in 10 separate businesses for a large taxable estate. The incorporation structure of the business entities included limited partnerships, limited liability companies, and corporations.
  • Rendered opinions of value (multiple unrelated engagements) for undivided interests held in real estate properties for estate tax and for transfer by gifting.
  • Completed valuation in pre-litigation context to support the acquisition of a 30% interest in an oilfield services drilling contractor to support the buy-out of a former shareholder. Utilizing the results of our valuation, a buy-out price was agreed upon prior to the set court date.
  • Provided purchase price allocation (PPA) for industrial services client related to their acquisition by one of the largest private equity funds dedicated to investment in the energy sector. Completed multiple PPA projects for this client over the last seven years while they successfully executed their roll-up strategy.
  • Completed the valuation of a manufacturer of oilfield equipment for the purpose of gifting voting and nonvoting stock. Also provided consulting services to company management to support planning for the possible future sale of the business.
  • Provided valuation and consulting services to assist the buyer in the successful acquisition of a business with multiple locations in Oklahoma.
  • Completed goodwill impairment (ASC 350) and test for recoverability of long-lived assets (ASC 360) for a publicly listed oilfield services company.
  • Valuation and analysis of a limited partnership with a gross net asset value approaching $100 million including application of multi-tier discounting consistent with the ownership structure. Purpose is for use in conjunction with the sale of a minority interest position with assets including: 20 direct fractional interests and 12 indirect fractional interests in residential income producing real estate ventures, other private equity and marketable security investments.
  • Valued multiple equity classes of a rapidly-growing oilfield equipment manufacturer. Employed the probability weighted expected returns method (PWERM) due to the complexity of the Company's capital structure. Valuation conclusions were used for gifting purposes.
  • Value conclusion prevailed in mediation and settlement over a competing valuation firm's opinion for an operating company involved in a marital dissolution case.
  • Completed purchase price allocation (ASC 805) for multiple west coast based construction companies.
  • Completed valuation engagement for a large personal injury law firm for estate purposes.
  • Valued medical clinic chain with locations in three states for estate purposes. Successfully prevailed in defending our value conclusion in mediation against two other valuation firms.
  • Valued multiple steel service operators and fabricators for estate tax related work.
  • Completed valuation for financial reporting purposes related to an acquisition of a large industrial services company. The report was reviewed and accepted by the acquirer's top-ten national accounting firm.
  • Assessed the value of a minority block of stock held in a privately-held investment holding company that included whole and fractional ownerships in 10 sub-tier operating entities.
  • Valuation of fractional interests held in numerous family investment entities for buy/sell, gift and decedent estate purposes.
  • Valuation of 100% and fractional interests held in numerous closely-held businesses for C to S conversion, ESOPs, marital dissolution, buy/sell, gift and decedent estate purposes.

Why Choose Our Firm?

  • We provide first-class analysis, first-class service.

  • We help clients in a wide range of situations.

  • We have broad experience in multiple industries.

  • We're Accredited Senior Appraisers with MBAs.

Hear from Our Clients

  • “You made the preparatory paperwork very easy which is much appreciated.”

    General Partner, Houston Based Family Limited Partnership

  • “I am very comfortable referring my clients to Convergent as I know that they will be well taken care of.”

    Shareholder, Houston-Based Law Firm (20+ Attorneys)

  • “We are especially impressed with CCA’s collaborative approach to meeting the needs of our client. ”

    Partner, East Texas-Based aw firm

  • “CCA is my only choice when I need valuations to assist clients who are transferring their wealth to the next generation.”

    Owner, Richmond, Texas Law Firm (Less Than 5 Attorneys)

  • “...well documented and authoritative.”

    General Partner, Houston based Family Limited Partnership.

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