Houston Valuation & Advisory LLC is a business valuation firm focused on valuing privately-owned businesses and providing client-specific tailored investment advisory and litigation support services.  The firm’s principal, Michael J. Morgan, has served as a trusted advisor for over 25 years to business executives of large Fortune 500 corporations and owners of small to mid-sized businesses.  With a background in optimizing business performance, we are uniquely able to provide both independent business appraisals as well as fit-for-purpose consulting services to enhance business’ capabilities through strategic planning and financial planning.  We also provide exit planning services for owners seeking to transition to retirement and want to secure a solid exit value for the business when the owners are ready to execute the succession plan. 

Business valuation, investment advisory and litigation support assignments include the following:

  • Independent appraisal of interests in businesses or joint ventures
  • Valuation consulting services for performance improvement or strategic or financial planning
  • Mergers, acquisitions, divestitures, or reorganizations
  • Exit and succession planning services
  • Investment advisory services, including facilitating the analysis of complex and risky decisions
  • Litigation support, including reviews of opposing expert reports
  • Forensic services, including fraud investigations of asset misappropriations or other irregularities