ValueScope enriches Marshall & Stevens’ financial valuation, financial reporting, Fairness Opinion, and litigation support capabilities while adding Quality of Earnings Studies, Transfer Pricing Studies, and business and healthcare consulting analyses. Their litigation consulting experts have extensive experience in tax controversies.
The ValueScope team is made up of experienced valuation experts, management consultants. and chartered financial analysts (“CFA”). They are CPAs, statisticians, creative and strategic thinkers, PhDs, board members, and former corporate executives.
Dallas-Fort Worth Leadership
Martin “Marty” Hanan, MBA, CFA, is the Founder and President of ValueScope. He has almost 40 years of experience in business valuation and transaction advisory. Prior to founding ValueScope in 2001, Marty founded Business Valuation Services (BVS) in 1987.
Peggy Hanan, MBA is the Chief Financial Officer of ValueScope. Prior to ValueScope, she held financial leadership positions at companies such as Business Valuation Services, Inc. and Texas Instruments.
Kimberly Bulls is the Chief Operating Officer at ValueScope. Prior to ValueScope, she held key leadership positions at KitchenAid/Whirlpool Corp, where she played a pivotal role as a National Account Manager.
Scott Hakala, PhD, CFA is a Managing Director at ValueScope. He is an expert in finance, economics, statistics, and business valuation theory. Prior to ValueScope, he held leadership roles at CBIZ Valuation Group, LLC.
Steve Hastings, MBA, CPA/ABV/CFF, CGMA, ASA, CVA is a Managing Director at ValueScope. Prior to ValueScope, he served for six years as a Finance Commissioner of Texas. He has expertise in both business financing and litigation support.
Brent Shockley, CFA, CVA is a Managing Director at ValueScope. He is experienced in business appraisal and valuation of underlying intangible assets for financial and tax reporting, merger and acquisition analyses, and litigation support.
Dallas-Fort Worth Team Highlights
The Dallas-Fort Worth team is called upon to assist business owners and investors with succession planning. They are engaged to provide purchase price allocation and other financial reporting (Fair Value) analyses, estate and gift tax valuations, Fairness Opinions, Quality of Earnings, Transfer Pricing Analyses, Fund Valuation consulting and Litigation Support Services.
To learn more, contact one of our Dallas-Fort Worth team members:
Dallas-Fort Worth Contacts
-
Martin Hanan, MBA, CFAFounder and President, ValueScopeTransaction AdvisoryFinancial Valuation -
Peggy Hanan, MBAChief Financial Officer, ValueScopeFinancial Valuation -
Kimberly BullsChief Operating Officer, ValueScopeBusiness Development -
Erin Buck, CPA, CFFSenior ManagerFinancial ValuationQuality of Earnings -
Michael F. Conroy, MBA, CFADirectorFinancial ValuationEstate & Gift Tax -
Scott Hakala, PhD, CFAManaging DirectorLitigation Expert WitnessFinancial Valuation -
Michael Hanan, MSFSenior ManagerTransaction AdvisoryFairness Opinions -
Steve Hastings, MBA, CPA/ABV/CFF, CGMA, ASA, CVAManaging DirectorTransaction AdvisoryLitigation Expert Witness -
Brent Shockley, CFA, CVAManaging DirectorFinancial ValuationHealthcare -
Jason Wainwright, ABD, CFADirectorFinancial ValuationTransaction Advisory
