Our valuations support business transition planning, M&A, and lending or financing needs.
Detailed Valuation Report
Independent, third-party valuation reports for closely held businesses. These reports are compliant with USPAP, AICPA, and NACVA standards.
Strategic Scorecard
A high-level business snapshot designed to help owners plan for the future. This is ideal for early-stage planning and executive decision-making.
Transaction Support
Beyond valuation, we work alongside clients to conduct due diligence efforts.
Built in Fort Worth. Trusted Nationwide.
Our work helps owners, investors, banks, and other financial institutions make confident decisions. We bring experience across industries such as consumer products, manufacturing, oil & gas, healthcare, construction, and professional services.
Insights, updates, and real-world perspectives from the Meritage team. We discuss valuation trends, ownership transitions, and strategic planning for closely-held businesses.
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