Education
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University of Southern California, M.B.A
Loyola Marymount University, B.S., Electrical Engineering
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Credentials and Licenses
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American Society of Appraisers, Accredited Senior Appraiser
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Professional Associations
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American Society of Appraisers
Dallas Estate Planning Council
North Texas Estate Planning Council
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Leadership Positions
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Board of Governors, Dallas Estate Planning Council (2024-2026)
Board of Governors, North Texas Estate Planning Council (2019-2021)
Emerging Professionals Committee (2016-2018), Dallas Estate Planning Council
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Speaking Engagements
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Estate Planner’s Guide to Business Valuation, Various Firms, 2024
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Preparing Gift Tax Returns: Collected Views and Perspectives (Panelist)
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TexasBarCLE's 28th Annual Course: Advanced Estate Planning Strategies, 2022
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Pre-Sale Planning
Estate Planning Council of North Texas, 2022
Latest Developments in Valuation and Other Estate and Gift Tax Valuation Issues (Webinar)
East Bay Trusts and Estates Lawyers, 2020
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How to Build a Valuable Business (Webinar)
Advanced Planning Educational Group, 2020
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Unique Estate Planning Opportunities and Related Valuation Issues
Estate Planning Council of Central Texas, 2019
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Unique Estate Planning Opportunities and Related Valuation Issues
Various Firms, 2019
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Latest Trends in Business Valuations, Co-Presenter
Estate Planning Council of North Texas, March 2019
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Valuation of Carried Interest
Northern Trust, March 2018
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Practical Guide to Personal Goodwill Allocations
Denton County Bar Association, February 2018
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The New § 2704 Regs
FMV's 9th Annual Sponsored Presentation, September 2016
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Pre-Deal Planning: The Valuation Discount Key!
Maxwell Lock & Ritter LLP, July 2016
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Discounts, Discounts, Discounts
Jackson Walker LLP, April 2016
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Where are the Courts Headed - Personal Goodwill
The Blum Firm, PC, Winstead PC, Kelly Hart & Hallman LLP, 2015
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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.
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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.
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In addition, Eric has particular expertise in the following areas:
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Privately owned companies across a wide range of industries
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Pass-through entities (S Corp, LLC, LP)
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Discounts for lack of control and lack of marketability
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Second-level (or tiered) discounts
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Pre-sale and pre-IPO planning
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Personal goodwill valuations and allocations
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Intangible assets (trademarks, customer relationships, technology, and non-compete agreements) and goodwill
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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.