Financial Advisory Services

Weaver offers a variety of financial advisory services to commercial clients, private equity firms, individuals and professional service firms. These services include:

  • Financial due diligence
  • Tax due diligence
  • Business and intangible asset valuation 
  • Post-integration services

Business owners and investors consistently face challenges in determining the value of a business, or objectively assessing the risks associated with an acquisition or divestiture of another company. Weaver’s Financial Advisory Services team with large-firm transaction experience utilizes proven processes and tools to both efficiently evaluate and assess businesses from financial accounting, tax and information technology perspectives. In addition to providing clients with objective, quality deliverables, Weaver’s team can identify and provide solutions to hidden issues – preventing unforeseen delays and unexpected surprises.

Widely recognized for delivering exceptional attention to detail, Weaver is also known for its personal level of service. As the largest independent accounting firm in Texas, our size enables our team to be more nimble and responsive while delivering a high level of deep expertise at a more cost-effective manner than larger, national and global firms.

Financial Advisory Services clients can rely on our team for continuous support throughout an engagement – from initial due diligence and valuation to post-integration alignment and ongoing services, such as annual goodwill impairment testing. By working with the professionals at Weaver, your company will benefit from a more efficient transaction process, while enabling you to focus on your core business.

Our Financial Advisory Services include:

Valuation Services

The Valuation Services team at Weaver provides high quality financial reporting compliance support, tax planning or compliance services, merger and acquisition assistance, and corporate consulting. Beyond the fundamental fact that reliable valuations are necessary for fair value to be exchanged in a transaction, many tax and financial reporting regulations require valuations to be performed, some on an ongoing basis.

Having completed hundreds of business and intangible asset valuations, our experienced professionals combine finance and accounting expertise with sophisticated valuation methodologies to fulfill even the most complex financial reporting, transaction and tax requirements. All of our valuation opinions are fully defensible and carefully documented to withstand scrutiny from a variety of regulatory bodies, including the SEC and the IRS.


Transaction Services

The Transaction Services team is composed of large-firm experienced transaction professionals that have expertise in a wide variety of industries throughout the United States and internationally. Weaver’s financial due diligence experience extends beyond the middle market with transaction sizes ranging from $1 million to over $500 million. Our team is familiar with all types of complex transactions including carve-outs, reverse mergers and multinational transactions. Utilizing proven processes from scoping the engagement to preparing the deliverable, we work with our clients to ensure that our quality of earnings analysis and other transaction deliverables are specifically tailored to meet the needs of the client in an effective and efficient manner.

Brian Reed

Brian Reed

Partner-in-Charge, Financial Advisory Services and Private Equity Practice Leader


Brian Reed, CPA/ABV, has more than 17 years of diversified financial advisory experience including acquisition due diligence…

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