DAVID M. KATZEN, ASA, ACA

Mr. Katzen is the President of Katzen, Marshall & Associates, Inc. Since entering the appraisal profession in 1981, he has been responsible for over 1,000 valuations of securities, business enterprises, real estate, machinery/equipment and intangible assets. Prior to forming Katzen, Marshall & Associates, Inc., Mr. Katzen was a Partner in Ernst & Young's Valuation Services Group. He was responsible for field investigations, analysis, and report preparation of valuation studies. Before joining Ernst & Young, Mr. Katzen was a senior investigations accountant with the London - based office of Laventhol & Horwath. Mr. Katzen also brings five years' experience in audit and tax.

Experience

Mr. Katzen has valued firms ranging in total assets from $200 thousand to $1 billion. The valuations were performed for:

Allocation of Purchase Price for Tax and Financial Reporting
Estate and Gift Tax Planning and Reporting
Merger and Acquisition Planning
Investment Advice
Dissident Shareholder Actions
Arbitration
International Transfer Pricing
Financing
Employee Stock Ownership Plans
Regulatory Reporting
Management Planning
Property Tax Appeals

His industry experience includes Agribusiness, Energy, Automotive, Financial Institutions, Telecommunications, Manufacturing, Construction, Publishing, Service Companies, Retail, Distribution, Apparel, High Tech and Computer Software, Health Care, and various special niche industries.

Mr. Katzen is also involved in the international financial arena, devoting his experience to the valuation of various firms in the United Kingdom, France, Belgium, Germany, Holland, Italy, Bulgaria, Hungary and Mexico. He is in a position to offer consulting and valuation services to groups desiring such expertise.

Court Testimony

Mr. Katzen provides consulting and expert testimony for litigation purposes including dissenting shareholder suits, divorce, lost profit suits, bankruptcy etc. He has participated in cases litigated in Texas, Arizona and Oklahoma.

Education

Mr. Katzen holds a bachelor of science degree in commerce with a concentration in finance from the University of the Witwatersrand, Johannesburg, South Africa. He has also completed the required curriculum to achieve his designation as a member of the Institute of Chartered Accountants in England and Wales. He is also an accredited senior appraiser (ASA) in the American Society of Appraisers in the Business Valuation discipline.

Proffesional Associations

Senior Member, American Society of Appraisers, Business Valuation Discipline
Past President, D/FW Chapter, American Society of Appraisers
Practicing Member, Institute of Chartered Accountants in England and Wales

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