DAVID T. MARSHALL, CFA, ASA

Mr. Marshall is a Vice President of Katzen, Marshall & Associates, Inc. Since entering the appraisal profession in 1978, he has been responsible for over 500 valuations of securities, business enterprises, real estate, machinery/equipment and intangible assets. Prior to forming Katzen, Marshall & Associates, Inc., Mr. Marshall was the President of American Business Valuations, an affiliate of Breedlove, Wesneski & Co. He was responsible for field investigations, analysis, and report preparation of valuation studies. Before joining American Business Valuations, Mr. Marshall was a regional manager for Valtec Associates and prior to that, a manager for American Appraisal Company.

Experience

Mr. Marshall has valued firms ranging in total assets from $200 thousand to $500 million. 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
Financing
Employee Stock Ownership Plans
Regulatory Reporting
Management Planning

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. Marshall has performed appraisals for the Internal Revenue Service, the Federal Home Loan Bank, and the FSLIC.

Court Testimony

Mr. Marshall 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, Oklahoma, New York, New Mexico and Connecticut.

Education

Mr. Marshall holds a Masters in Finance degree from the Wharton Graduate School, University of Pennsylvania, 1978. He graduated in 1974 from the University of Texas at Austin with a Bachelor of Business Administration degree. He became a Chartered Financial Analyst (CFA) in 1982 and a senior member of the American Society of Appraisers (ASA) in 1983. Mr. Marshall also served on the Board of Examiners for the American Society of Appraisers.

Proffesional Associations

Senior Member, American Society of Appraisers, Business Valuation Discipline
Past President, D/FW Chapter, American Society of Appraisers
Member, CFA Society of Dallas/Fort Worth
Member, CFA Institute
Member, Dallas Estate Planning Council

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