OUR TEAM
TAD J. BROUSSARD
Manager
katzen@katzenmarshall.com
(123) 456-7891
Experience
Mr. Broussard is a Business Valuation Analyst with Katzen Marshall. He has been active in business valuations since 2007.
Mr. Broussard has participated in the valuation of firms ranging from $2 million to $4 billion in total assets and exceeding $4.1 billion in revenues. The valuations were performed for:
Estate and Gift Tax Planning and Reporting
Employee Stock Ownership Plans
Management Planning
Financial Reporting – Business Combinations – (ASC 805)
Valuation of Stock Options – (IRS 409A)
Goodwill Impairment Testing – (ASC 350)
Valuation of Contingencies using Monte Carlo Simulations
Solvency Opinions
Fairness Opinions
Litigation Support
Merger and Acquisition Advisory
Transfer Pricing
His industry experience includes Technology, Energy, Automotive, Communications, Manufacturing, Construction, Retail, Distribution, Real Estate, Health Care, Transportation, Entertainment, Service Companies, and various specialty niche industries.
Education
Mr. Broussard holds a Bachelor of Business Administration degree with a concentration in Finance from The University of Oklahoma.
He is a candidate for accreditation in the ASA – American Society of Appraisers, and has been accepted to the MBA program at Southern Methodist University (Beginning Fall 2021).