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Professional Services

  • Provided an opinion of professional goodwill attributable to the founding partners of an accounting firm prior to the transfer of ownership to senior associate CPAs.
  • Prepared for estate tax purposes the appraisal of a large personal injury law firm including the outstanding cases that were primarily concentrated in pharmaceutical drug and medical device injury litigation.
  • Provided appraisal and valuation consulting services to the majority owner of a staffing and outsourced recruiting company that specializes in recruitment for the information and technology (IT) and industrial sectors. Purpose of the appraisal was for the buy-out of minority equity holders.
  • To support transfers of equity interests by gift, completed engagement to value a large software development and consulting company that specialized in SAP implementation and support.
  • Valued one of the largest catering companies in the U.S. for use in buy-sell negotiations between shareholders of the company.
  • Provided appraisal and valuation consulting services to the buyer interested in acquiring an established catering organization located in the southwestern portion of the U.S.
  • 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.
  • Completed a valuation engagement for a large personal injury law firm, which included caseload analysis and present value analysis of several large settlement payouts for estate tax purposes.
  • Evaluated terms of offer to acquire a surveying and mapping firm, and provided appraisal and consulting services throughout the negotiation process to the owner of the firm that was the acquisition target.
  • Determined property values in a divorce for a franchised insurance adjusting business.
  • Provided an opinion of value for a nationally recognized residential interior design business for estate tax purposes.
  • Engaged to perform a business valuation of a commercial interior design firm for buy/sell purposes.
  • Appraised a large law firm focused on mass tort litigation for estate tax purposes.
  • Valued a talent acquisition firm which used software as a service technology and dedicated curation teams for gift tax purposes.
  • Appraisal of a nationally recognized provider of outsourced legal documents and expert witness processing services for gift transfers.
  • Engaged to analyze the personal goodwill of current equity partners of a large multi-specialty allergy, asthma and otorhinolaryngology group practice in southeastern Texas.

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

  • “...well documented and authoritative.”

    General Partner, Houston based Family Limited Partnership.

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

    General Partner, Houston Based Family Limited Partnership

  • “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

  • “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)

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