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General Business Services

  • Provided appraisal and transaction consulting services to the owner of a commercial aviation wholesale fuel provider for use in their negotiations with the acquiring company.
  • Determined the fair market value of a fractional interest held in a niche accounts receivable factoring company for income tax purposes to substantiate a charitable contribution.
  • Determined the fair value of a 25% shareholder interest in a Texas-based investment management company relying on guidance from Subchapter H of Chapter 10 of the Texas Business Organizations Code for the standard of value ("Fair Value").
  • Value conclusion prevailed in mediation and settlement over a competing valuation firm's opinion related to a shareholder's interest held in a large licensed recording insurance agency involved in a marital dissolution case.
  • Valued multiple steel service operators, machine shops and fabricators for estate tax related work.
  • Valuation of 100% and fractional interests held in numerous closely-held businesses for C to S conversion, ESOPs, marital dissolution, merger and acquisition (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

  • “We have found their services reliable, accurate, timely and cost effective. ”

    President/CEO, Hydraulic and Pneumatic Power Distribution Systems Component Manufacturer

  • “You did a great job!”

    Shareholder of indoor/outdoor RV & boat storage business

  • “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)

  • “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)

  • “Additionally, my clients routinely comment on how easy it is working with the CCA team. I couldn’t ask for anything more.”

    Shareholder, Regional law firm (100+ attorneys)

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