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Marshall & Stevens Background & Context

Marshall & Stevens is respected by public and private businesses, governmental agencies, transaction advisors, financing sources, attorneys, and accountants for providing reliable independent analyses for important transactions and matters of compliance, insurance, and dispute. Occasionally, we are engaged for noteworthy assignments such as valuations and appraisals for the financing and insurance of major US cities and religious institutions, complicated estate and gift tax analyses, and public and private company mergers, acquisitions, and restructurings. We have also been called upon to address important national and international matters for clients such as the United Nations and the FDIC. Our executives have accepted invitations to participate in the development of significant valuation-related financial accounting standards with the FASB, and testified before the US Senate on important matters.

Marshall & Stevens has a continued interest in acquiring talented professionals and exceptional firms. If you have an interest in joining Marshall & Stevens, please contact us at 213.612.8000.

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Throughout our history, we’ve made history.

2023
Reliant Business Valuation
A firm with a unique focus on and excellent reputation with financial institutions across the US for the valuation of businesses and equipment for SBA 7(a) financing. They are also engaged by multi-unit franchised restaurants, retailers, and services companies to provide valuations of businesses and fixed assets.
2023
Rocky Mountain Advisory
Known for bankruptcy consulting and receivership, fraud and forensic accounting investigations, divorce services, and financial valuation, this team is engaged for restructuring, damages calculations, business and intangible asset valuations, and expert witness testimony.
2023
Lone Peak Valuation Group
Relied upon for investigative accounting, damages calculations, valuations of businesses and intangible assets, litigation consulting, and expert witness testimony, these senior professionals have earned designations including certified public accountants (“CPA”), certified in financial forensics (“CFF”) and certified financial crime investigators (“CFCI”), certified fraud examiners (“CFE”), and accredited senior appraisers in business valuation, (“ASA” or “ABV”).
2023
Value Consulting Group
A team that specializes in the valuation of ESOPs and other private business enterprises, divorce services, litigation support, and real estate appraisals. The senior professionals include accredited senior appraisers (“ASA”), certified public accountants (“CPA”), accredited in business valuation (“ABV”), certified business appraisers (“CBA”), and certified valuation analysts (“CVA”).
2024
ValueScope
Engaged to provide complex financial analyses and consulting including Fairness Opinions, valuations, quality of earnings studies, transfer pricing studies, and expert witness testimony, the senior professionals have earned the designation of chartered financial analyst© (“CFA©”). They are relied upon for transaction advisory, estate and gift tax reporting, financial reporting, and litigation support.
2024
Acuity Advisors
Respected as specialists in ESOP transactions and valuation, these professionals serve as advisors to business owners, trustees, and management teams. The senior staff hold designations including chartered financial analyst© (“CFA©”), accredited senior appraiser (“ASA”), and accredited in business valuation (“ABV”).
2024
Equitable Value
These professionals are focused on financial valuations, investigative analyses, damages calculations, and expert witness testimony for divorce and other matters of dispute. Designations earned by this team include Certified Business Appraiser (“CBA”), Certified Valuation Analyst (“CVA”), Certified Patent Valuation Analyst (“CPVA”), Certified Divorce Financial Analyst (“CDFA”), and Certified Cryptocurrency Auditor (“CCA”).
2025
D. R. Payne & Associates
Focused on bankruptcy and receivership, this team provides restructuring advisory, forensic and litigation support services, accounting and operational advisory, and valuation opinions. Leadership at this firm hold respected professional designations including Certified Insolvency & Restructuring Advisor (“CIRA”), Certified Turnaround Professional (“CTP”), Certification in Distressed Business Valuation (“CDBV”), Fellow of the American Board of Forensic Accounting TM (“FABFA®”) and licensed Nursing Home Administrator (“NHA”), as well as CPA, ABV and ASA. Click here to learn more.

Our Growth Strategy

Our acquisition strategy is to grow and evolve by adding professionals who deliver and value excellence as much as we do.

Our desire is to attract teams that will collaborate with our existing staff, introduce us to new ideas and ways to approach analyses, and to carry us into new client and referral relationships.

To add people who are willing to share their unique knowledge, insight, and experience, and who look forward to being part of a bigger, collaborative firm that embraces growth and never settles for “the way it has always been done.”

Professional Diversification

We are targeting firms that will expand us geographically and into other specialties to deepen our relationships with our clients and referral sources, while introducing their clients and referral sources to Marshall & Stevens.

Learn More
Welcoming New Leaders
Our Locations
Los Angeles, CA
213.612.8000
Chicago, IL
312.223.8477
Dallas-Fort Worth, TX
817.481.4995
New York, NY
212.425.4300
Minneapolis, MN
952.495.2800
Oklahoma City, OK
405.272.0511
Orange County, CA
714.444.3833
Princeton, NJ
908.888.6030
Salt Lake City (N), UT
801.428.1600
Salt Lake City (S), UT
801.708.7700
Tampa, FL
813.962.7888