Minneapolis

Marshall & Stevens established its presence in Minnesota with the acquisition of Value Consulting Group (“VCG”) in late 2023. Patrick Schmidt and Jennifer Loeffler founded and lead the office. Practices represented in this office are Financial Valuation, Real Estate, and Litigation Support.

Professionals in the Minneapolis office perform valuations of business enterprises, intangible assets, and real estate for transaction consulting, ESOP reporting, financing and recapitalizations, financial reporting, tax reporting, corporate planning and reporting, insurance, and litigation support.

Minneapolis Leadership

Jennifer Loeffler, CPA/ABV, ASA is a Managing Director with Marshall & Stevens. She is an expert in business valuation and divorce litigation services. Prior to Marshall & Stevens, she was owner and president of Loeffler Financial Consulting, LLC.

Patrick Schmidt, ASA, MBA is a Managing Director with Marshall & Stevens. He is an expert in ESOP valuation, business valuation, and litigation support.

A Look at the Minneapolis Office

Minneapolis Team Highlights

The Financial Valuation team focuses on valuations relative to ESOP, mergers, acquisitions, recapitalizations, estate and gift tax reporting, disputes, management and succession planning.

The Real Estate practice provides analyses for financing, insurance, financial reporting, and tax reporting.

Divorce Services is a specialty area of this offices’ Litigation Support team.


2265 Waters Drive
Mendota Heights, MN 55120

P: 952.495.2800

To learn more, contact one of our Minneapolis team members:

Minneapolis Contacts

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