Lindsey Lee, CPA/ABV, CFA, ASA Joins HFBE
Lindsey Lee joined HFBE as Vice President and Director of Financial Reporting - Read More
Houston, Texas
10/01/07
Download: Lindsey_Lee_Joins_HFBE.pdf
Will Frazier to Speak at the Orange Coast Estate Planning Council
William H. Frazier, ASA, will be giving a presentation on "FLP Valuation: Recent Tax Court Action and IRS Challenges" at the Orange Coast Estate Planning Council on Tuesday, July 24, 2007. - Read More
Santa Ana, California
07/24/07
Will Frazier Appointed Member of the Advisory Board of
Will Frazier is a member of the valuation committee of the Editorial Board of "Trusts & Estates", The Journal of Wealth Management for Estate-Planning Professionals
07/01/07
NICE Article by William Frazier Published in Valuation Strategies
Will Frazier authored an article, "Nonmarketable Investment Company Evaluation (NICE)" that appeared in the November/December 2006 issue of Valuation Strategies. - Read More
William H. Frazier
12/01/06
Download: Valuation_Strategies_Cover.pdf
HFBE Raises Equity for a Noteware Development
HFBE raised $3.15 million in institutional equity through an affiliate of K&S Realty Ventures, LLC for Noteware to develop a 66-unit condominium development in Phoenix, Arizona. - Read More
Phoenix, Arizona
07/01/06
Download: 6-9-06_-_Business_Journal_Phoenix.pdf
Download: 6-29-06_-_Arizona_Business_Gazette.pdf
Download: 7-1-06_-_The_Arizona_Republic.pdf
Valuation Discounts: No Rudder and Iceberg Ahead
Alex Howard was a speaker at the 8th Annual Estate, Tax, Legal & Financial Planning Seminar at the All Children's Hospital Education & Conference Center in St. Petersburg, Florida on February 9, 2006. - Read More
St. Petersburg, Florida
02/09/06
Download: Children's_Hospital_Seminar.pdf
Promotion in Houston Office
Howard Frazier Barker Elliott, Inc. promoted Robert L. Moore, Jr., to Managing Director. - Read More
Houston, Texas
01/30/06
Download: Moore_Promotion.pdf
Alex Howard And William Frazier To Speak At AICPA/ASA Conference
Alex Howard and Will Frazier will be speaking at The First Ever AICPA/ASA National Business Valuation Conference on November 14-16, 2005 at the Bellagio Hotel in Las Vegas, NV. - Read More
Las Vegas, Nevada
11/14/05 - 11/16/05
Download: Current_Issues_in_Fairness_Opinions_PowerPoint_Pres.pdf
Alex Howard To Speak At 53rd Annual Taxation Conference
Alex Howard will give a presentation titled "Valuation Issues in Estate Planning" at the 53rd Annual Taxation Conference on November 4 in Austin, Texas at the Hyatt Regency on Town Lake. - Read More
Austin, Texas
11/04/05
Bradley Gates, CPA, Earns ABV Designation
Bradley Gates, a senior analyst at HFBE, earned his ABV (Accredited in Business Valuation) designation. - Read More
10/13/05
New Shareholders
HFBE announced the appointment of David Kulkarni, Alan Harp and Garry Marshall as shareholders of the company. Mr. Kulkarni was also elected to the board of directors. HFBE also announced the appointment of Larrie Weil as leader of the firm's investment banking services. - Read More
07/26/05
Download: Shareholders_Press_Release.pdf
Addition to Dallas Office
Howard Frazier Barker Elliott, Inc. has hired Kent Porter as Vice President in its Dallas office. - Read More
Dallas, Texas
07/07/05
Download: Porter_Hiring.pdf
Promotion in Houston Office
Howard Frazier Barker Elliott, Inc. promoted Shishir R. Khetan, CFA to Managing Director. - Read More
Houston, Texas
07/05/05
Download: Khetan_Promotion.pdf
Estate and Business Valuation Stories from the Front Lines
Donald W. Barker will Speak at The Second Annual Family Wealth Symposium hosted by Bank of America on May 4, 2005. - Read More
Donald W. Barker
Houston, Texas
05/04/05
HFBE Capital, L.P. Submits Comment Letter to NASD Regarding Conflicts of Interest in Fairness Opinions
HFBE Capital, L.P. submitted one of nineteen comment letters to the NASD regarding the proposal of a rule concerning conflicts of interest when members provide fairness opinions. - Read More
Alex W. Howard and Michael D. Hansen
01/31/05
Download: NASD_Fairness_Opinions_Comments.pdf
Alex W. Howard Speaks at 39th Annual Heckerling Institute on Estate Planning
Alex W. Howard gave a presentation "Valuation of Closely-Held Interests -- Practical Issues" with John W. Porter of Baker Botts L.L.P. to the 39th Annual Heckerling Institute on Estate Planning on January 12, 2005 at the Fontainebleau Hilton Resort and Wyndham Miami Beach Resort in Miami Beach, Florida. - Read More
Miami Beach, Florida
01/10/05 - 01/14/05
HFBE Advises PULSE EFT Association In $311 Million Merger With Discover Financial Services
Discover Financial Services, a business unit of Morgan Stanley, and PULSE EFT Association jointly announced the signing of a definitive merger agreement. - Read More
Houston, Texas and Riverwoods, Illinois
11/15/04
Download: PULSE_TO_MERGE_WITH_DISCOVER_Press_Release_11_15_04.pdf
William H. Frazier Has Relocated to our Dallas Office
William H. Frazier
10/29/04
Understanding the Value of a Business Valuation
William H. Frazier was quoted in the UBS Financial Services magazine Symposium. - Read More
William H. Frazier
10/29/04
Houston Ballet Foundation
Alex W. Howard, Senior Managing Director, has been elected a member of the Board of Trustees of the Houston Ballet Foundation. - Read More
Alex W. Howard
10/29/04
The Valuation of Family Limited Partnerships
Alex W. Howard and William H. Fraizer co-authored a chapter titled "The Valuation of Family Limited Partnerships" - Read More
Alex W. Howard and William H. Frazier
10/29/04
It's Turtles All the Way Down
William H. Frazier gave a presentation "It's Turtles All the Way Down" on partnership discounts. - Read More
William H. Frazier
San Antonio, Texas
10/07/04 - 10/09/04
The President's Forum of Houston
Don Barker and David Kulkarni served on panels at the President's Forum of Houston. - Read More
Don Barker and David Kulkarni
JW Marriott Hotel, Houston, Texas
10/30/03
HFBE Opens Dallas Office
10/01/03
Download: Dallas_Office_Announcement.ppt
President's Forum of San Antonio
Alex Howard and Garry Marshall served on panels at the President's Forum of San Antonio. - Read More
Alex Howard and Garry Marshall
San Antonio, Texas
08/20/03
Recent Tax Valuation Cases
Advanced Drafting: Estate Planning & Probate 2002. State Bar of Texas. - Read More
William H. Frazier
Austin, Texas
11/01/02
Managing Your Business Smarter
Why ESOPs are a good exit strategy in this challenging economy. - Read More
Don Barker
Houston
10/08/02 - 11/08/02
5th Circuit Reverses Tax Court in Dunn
Decision mandates dollar for dollar capital gains tax deduction. - Read More
Will Frazier
08/20/02
Barker on Houston Business Breakfast Panel
Current Merger and Acquisition Market from a Middle Market Perspective - Read More
Donald Barker
The Houstonian
05/08/02
Howard Speaks at San Antonio ESOP Seminar
ESOPs: The Ultimate Shareholder Liquidity Vehicle - Read More
Alex Howard
San Antonio, Texas
04/23/02
ADVANCED BUSINESS VALUATION CONFERENCE
Presentation of "The Deal" - Read More
Will Frazier
Seattle Sheraton Hotel & Towers
10/25/01 - 10/26/01
Download: The_Deal.ppt
Frazier Speaks on Valuation at Houston Technology Conference Session
Will Frazier discussed "Traditional Valuation" at the October 2001 Houston Technology Conference meeting - Read More
Will Frazier
Doubletree Post Oak Hotel
10/03/01
Appointments - Year 2001
Don Barker was appointed Chairman of the Valuation Advisory Committee of the National ESOP Association; Alex Howard was appointed to the Finance Committee of the same organization.
07/16/01
Court of Claims Affirms HFBE Value
HFBE's value was left unchanged by the United States Court of Federal Claims - Read More
Alex W. Howard
Houston
07/13/01
Southwest Chapter of the ESOP Association, Spring 2001 Conference
S Corporation ESOP Administrative and Valuation Issues.
Don Barker, Michael Abbott and Peter Prodoehl
Arlington, TX
02/16/01
AICPA National Business Valuation Conference
Valuation Methodology and Current Considerations Pertinent to Family Limited Partnerships (FLP's).
Charles Elliott
Miami Beach, Florida
11/12/00 - 11/14/00
An Advanced Estate Planning Institute presented in conjunction with the National Mid-Year Meeting of the American Association of Attorney-CPAs
Estate Valuations
Alex W. Howard, CFA, ASA and John W. Porter, Esq.
Austin, TX
11/10/00 - 11/11/00
The ESOP Conference
Somebody Wants to Buy Us - What Do We Do Now?
Donald W. Barker and Luis Granados
Las Vegas, Nevada
11/09/00 - 11/10/00
The President’s Forum of Houston
Will Frazier served on a panel discussing financing alternatives and how they impact enterprise and shareholder. At this session the paper “Show Me the Money” was presented.
Will Frazier
Warwick Hotel Houston
10/26/00 - 09/14/01
14th Annual Wills & Probate Institute
Family Limited Partnerships: From Planning to Litigation, including How to Avoid Breach of Fiduciary Duty Issues.
Charles Elliott, John W. Porter and Jack W. Lawter
Houston, TX
09/14/00 - 09/15/00
Estate Forum
Howard addresses the Estate Forum regarding current valuation issues in estate planning, August 2, 2000 at the Houston Club
08/02/00
The Deal
A live-action simulation of a merger and action negotiation between a buyer and a seller and their respective investment advisors. The session was designed to educate appraisers about the give and take negotiating process of an acquisition and the use of appraisals in the process. Presented at VALUATION 2000.
Will Frazier
MGM Grand Hotel, Las Vegas, NV
07/12/00 - 07/13/00
Barker to Speak at The 1999 Two Day Conference Sponsored by the ESOP Association
Donald W. Barker, CFA, ASA, will address the conference on Thursday, November 4 during the afternoon session. The topic of his speech is Basic Valuation of ESOP Shares Ð Traditional Valuation Concepts and Issues That May Arise. The conference is sponsored by the ESOP Association.
MGM Grand Hotel, Las Vegas, NV
11/04/99 - 11/05/99
Current Valuation Issues for Estate Planners Ð Recent Court Cases Illustrating Opportunities/Pitfalls
Alex Howard speaks at the Tampa Bay Estate Planning Council, Inc. Annual Joint Meeting With The West Coast Chapter of The Florida Institute of CPA's
Wyndham Westshore Hotel, Tampa, Florida
10/20/99
Appraisals in the Estate Planning Process
Howard to Speak at Houston Business & Estate Planning Council
The Houston Club, Houston, Texas
09/09/99
The Southwest Chapter of The ESOP Association "Eggs n' ESOPs"
7:30 to 11:30 A.M. River Oaks Country Club, Houston, Texas
07/28/99
Article
Don Barker to Participate in Subchapter S ESOP Valuation Panel at 1999 Spring Conference Program of the Southwest Chapter ESOP Association
Arlington Hilton Hotel, Arlington, Texas
03/05/99
Frazier to Speak at Miami Estate Planning Institute
Fontainebleau Hilton Resort and Towers, Miami Beach, Florida
01/04/99 - 01/08/99
The What, Why, and How of Business Valuations
Family Business Partners of Houston, Estate Planning Seminar, Houston, Texas
12/02/98
Frazier makes presentation on 'Built-in Gains' at 1998 CICBV/ASA Conference in Montreal
Le Centre Sheraton, Montreal, Canada
09/24/98 - 09/25/98
The Art and Science of Business Evaluation
The Advanced Estate Planning Conference,
Adams Mark Hotel, San Antonio, Texas
09/10/98
The What, Why, and How of Business Valuations
onald W. Barker speaks at the Business Succession Planning Seminar for Manufacturers
Texas Manufacturing, Assistance Center, Houston, Texas
09/01/98
Aging Entrepreneurs Should Consider Their Exit Strategies
Small Business Monthly, A supplement of Houston Business Journal
Alex W. Howard, CFA, ASA
Houston, TX
12/01/97
1997 Executive Briefing on New Developments in Business Succession Planning and ESOPs
Donald W. Barker, CFA, ASA
Dallas, Texas
11/11/97
Plan and Prepare Before Putting Company on the Auction Block
Houston Business Journal
Houston, TX
10/24/97 - 10/30/97
Small Business Strategies
Orlando Business Journal
10/01/97
Indemnification for Business Appraisers
William H. Frazier, ASA
Valuation
06/01/97
IRS Argues for 80% Discount From NAV on FLP Interest
Shannon Pratt's Business Valuation Update
William H. Frazier, ASA
01/01/97
Estate Planning - How Corporate-Level Capital Gains Taxes Affect Fair Market Value
William H. Frazier, ASA
Volume 23, Number 5
06/01/96
Accurate Business Valuation Requires a Variety of Factors
Houston Business Journal, Banking & Finance
10/01/92
Lovett Corporate Valuation Unit Forms New Firm
Houston Post
09/01/91
8 Say Goodbye to Lovett to Form Their Own Firm
Houston Chronicle
08/01/91
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Houston, TX 77002
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Dallas, Texas 75201
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