ERIC WARD, ASA

Principal

Dallas, Texas

T: 972.698.5830

E: eward@altaviewadvisors.com

Education

University of Southern California, M.B.A

Loyola Marymount University, B.S., Electrical Engineering

Credentials and Licenses

American Society of Appraisers, Accredited Senior Appraiser

Professional Associations

American Society of Appraisers

Dallas Estate Planning Council

North Texas Estate Planning Council

Leadership Positions

Board Member, North Texas Estate Planning Council

Emerging Professionals Committee (2016-2018), Dallas Estate Planning Council

Speaking Engagements

Latest Developments in Valuation and Other Estate and Gift Tax Valuation Issues (Webinar)

East Bay Trusts and Estates Lawyers, 2020

How to Build a Valuable Business (Webinar)

Advanced Planning Educational Group, 2020

Unique Estate Planning Opportunities and Related Valuation Issues 

Estate Planning Council of Central Texas, 2019

Unique Estate Planning Opportunities and Related Valuation Issues 

Various Firms, 2019

Latest Trends in Business Valuations, Co-Presenter

North Texas Estate Planning Council, March 2019

Valuation of Carried Interest 

Northern Trust, March 2018

Practical  Guide to Personal Goodwill Allocations 

Denton County Bar Association, February 2018

The New § 2704 Regs

FMV's 9th Annual Sponsored Presentation, September 2016

Pre-Deal Planning: The Valuation Discount Key!

Maxwell Lock & Ritter LLP, July 2016

Discounts, Discounts, Discounts

Jackson Walker LLP, April 2016

Where are the Courts Headed - Personal Goodwill 

The Blum Firm, PC, Winstead PC, Kelly Hart & Hallman LLP, 2015

Eric Ward, ASA, is a Principal of AltaView and is located in the firm’s Dallas office. He has extensive experience working with a broad range of businesses ranging in size from small private companies to multi-billion dollar enterprises.  

Eric's particular practice areas include tax planning and compliance, financial reporting, corporate and succession planning, and transaction advisory. Within tax planning and compliance, he has significant experience performing valuations for trust and estate matters including valuations of closely held businesses and illiquid securities. Eric's financial reporting experience includes valuations conforming to ASC 350, ASC 360, ASC 718, ASC 805, and ASC 820. Eric's clients turn to him to solve complex valuation issues, provide value-added insights, and advise in situations where a transaction may be subject to high levels of scrutiny. His unique background and broad range of valuation experience makes him an ideal advisor on hard-to-value assets. Eric is actively involved with the Dallas and North Texas estate planning councils and speaks throughout the Dallas-Fort Worth area on valuation topics.

In addition, Eric has particular expertise in the following areas:

  • Privately owned companies across a wide range of industries

  • Pass-through entities (S Corp, LLC, LP)

  • Discounts for lack of control and lack of marketability

  • Second-level (or tiered) discounts

  • Pre-sale and pre-IPO planning

  • Personal goodwill valuations and allocations

  • Intangible assets (trademarks, customer relationships, technology, and non-compete agreements) and goodwill

Prior to co-founding AltaView, Eric was a Director with Stout Risius Ross, LLC. He was the city leader for Dallas, responsible for the growth of the firm's private client services practice in the region. Prior to Stout, Eric was a Managing Director with FMV Opinions, Inc., where he was responsible for opening the firm's Dallas office and the development of the firm's valuation practice. Eric’s early experience included Houlihan Lokey Howard and Zukin’s financial advisory practice and the valuation and investment banking practice of Eureka Capital.