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Waterview Advisors Valuation, Inc.

Waterview Advisors Valuation, Inc. provides business valuation and advisory services for:


  • Gift & Estate Tax
  • Employee Stock Ownership Plans
  • Fairness Opinions and Transaction Services
  • Litigation Support
  • Intangible and Tangible Assets
  • Financial Reporting

Waterview thoroughly evaluates the needs and goals of our clients to ensure the scope of the valuation engagement is well-defined and consistent with our clients' requirements. For each valuation engagement, Waterview performs a comprehensive fact-finding investigation of the subject company and a detailed evaluation of the subject company’s industry and the economic environment. Our group is committed to providing high-quality valuation reports in a timely manner and for a fixed fee that is agreed upon prior to beginning the project.


Contact info for Waterview Advisors Valuation, Inc.:


Peter J. Phalon

12201 Merit Drive, Suite 700

Dallas, Texas 75254

Phone: 972.930.9977

email: peter.phalon@waterviewadvisors.com 


Please see bio for Peter J. Phalon here