Trusted Advisors and Advocates to the Legal Community
We collaborate closely with corporate, tax, real estate, and litigation attorneys to deliver precise, defensible analyses across transactions, disputes, restructurings, and regulatory matters. As independent advisors, we are relied upon by law firms representing public and private enterprises, fiduciaries, and individuals in complex financial and legal environments.
Transaction Advisory
Attorneys engaged in corporate, securities, and M&A matters rely on Marshall & Stevens as a trusted advisor for objective analyses that withstand regulatory and judicial scrutiny.
Our transaction-related services include:
- Quality of Earnings (QofE) reviews
- Fairness Opinions, including SPAC and de-SPAC transactions
- Solvency Opinions for mergers, recapitalizations, and dividend distributions
Our opinions assist counsel and Boards in fulfilling fiduciary obligations and ensuring transparent, well-supported decision-making.
Tax Planning and Reporting Valuations
Our professionals serve as independent advisors to tax attorneys requiring accurate and defensible valuation analyses.
Services include:
Our team includes credentialed specialists (CPA, ABV, ASA, CFA, CFE, CIRA) who combine technical proficiency with a deep understanding of complex tax frameworks.
Real Estate Valuation
Marshall & Stevens supports law firms and their clients with objective real estate analyses that guide informed transactions and dispute resolution.
Representative assignments include:
- Valuation for Purchase and Sale transactions
- REIT Transactions
All real estate opinions conform to USPAP, FIRREA, and applicable regulatory requirements. As advocates for clarity and accuracy, our experts ensure every conclusion is well-supported and defensible.
Litigation Support and Forensic Services
Attorneys turn to Marshall & Stevens when financial disputes demand independence, expertise, and credibility. Our professionals act as objective advocates in complex litigation, providing analyses and expert testimony in:
- Corporate, Securities, and Shareholder Suppression matters
Our experts have testified in federal, state, and bankruptcy courts and arbitration proceedings, combining investigative rigor with clear, defensible communication.
Receivership and Restructuring
Marshall & Stevens’ specialists frequently serve as advisors and advocates to counsel and courts in distressed business matters. Services include:
- Forensic Accounting and Valuation of businesses, debt and equity instruments, intangible assets, and real estate
Our multidisciplinary team ensures each engagement is handled with transparency, precision, and the professional independence that clients and counsel expect.
Frequently Asked Questions
Marshall & Stevens has a large team of valuation professionals, all of which have industries where they have a particular expertise, including agriculture, automotive, chemical, construction and engineering, consumer products, energy and infrastructure, entertainment and media, food and beverage, healthcare, hospitality and gaming, manufacturing and distribution, real estate, professional services, technology.
Marshall & Stevens values companies and assets around the world. Our staff travels as necessary to conduct site inspections, management interviews and perform other due diligence.
Marshall & Stevens understand the highly regulated healthcare industry. We provide independent valuations of physician and dental practices, management services organizations (MSO’s) and agreements (MSA’s), clinics, hospitals, and assets.
Upon request, we provide diverse value opinions for the same assets based upon the purpose and standard of value to efficiently accommodate the need for financing, financial reporting, tax reporting, and insurance. The efficiency in performing all these analyses at the same time leads to pricing benefits for our clients.
Don’t enter into discussions to sell your business without having an understanding of the value of your business and the tax implications of the transaction. We can help.
Lawyer Contacts
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ASA, CFA, MBAPractice Leader, Senior Managing DirectorTransaction Advisory Services212.575.3114 [email protected] -
ABV, ASA, CFE, CPA, MBAManaging DirectorDisputes, Valuation, & Investigation801.428.1605 [email protected] -
ABV, CDBV, CFE, CIRA, CPA, MBAManaging DirectorBankruptcy, Restructuring, Forensic Accounting and Litigation Services801.428.1604 [email protected] -
ABV, AM, MBAManaging DirectorDispute Resolution & Litigation Support801.321.6326 [email protected]
Related Pages
Investigative accounting, business and asset valuations, financial consulting, and expert witness testimony are the tools Marshall & Stevens brings to distressed entities looking for a fresh start.
Lawyers, accountants, wealth managers and other trusted advisors refer their important clients to us for financial valuation and consulting services. From transaction planning, execution and reporting consulting, our professionals spend time getting to know the subject business in order to provide a thoughtful value opinion.
Marshall & Stevens is committed to providing innovative and highly specialized services to our clients while maintaining the highest industry standards. Our specialists are regularly engaged to provide insight into multiple facets of matters of dispute. Cases where we have been engaged include matters before federal and state courts, arbitration panels, as well as administrative and regulatory bodies.