Identify Issues

Improve Performance

Notifying Creditors

Distribution of Proceeds

Receivers and Receivership Services

Specialists who serve as receivers and as accountants for receivers to manage assets of enterprises through financial distress.

Skip the pain and hassle of bankruptcy, and use Marshall & Stevens Recievership services instead.

Receiverships are useful to avoid the time, expense, and stigma of a bankruptcy. Once an issue is identified, swift and decisive action is recommended to reduce further financial harm. Our specialists include receivers who review and analyze financial statements, manage corporate operations, and make critical business decisions until outstanding debts are resolved.

Receivers are appointed by courts to protect property or collateral, to operate a business when evidence supports removal of management, to investigate allegations, and to pay creditors or other parties, among other functions.

 

Our Receivership Services include:

Marshall & Stevens provides independent forensic accounting, valuation, and litigation support services to public and private clients.  Our bankruptcy, reorganization, and receivership specialists are CPA’s, many of whom have earned credentials through one or more distinguished professional organizations, including CFE, CDBV, CFF, and CIRA, as well as valuation advisory (ABV, ASA, CFA, MAI, and MRICS).

 

Dispute Resolution and Expert Witness services we offer include:

Please see the affiliated webpages and services sheets listed to the right or contact our experts below for more information about any of these matters.

How Marshall & Stevens can help with Receivers and Receivership Services

Our Receivership Services team collaborates with our internal multi-disciplinary professionals to provide the value analyses and fresh independent opinions to fiduciaries, financing sources and investors for public and private company transactions.

Bankruptcy, Reorganization and Restructuring Services

Attorneys, accountants, wealth managers and financing sources refer their clients to Marshall & Stevens because we deliver high-quality work through an insightful, service-oriented approach.

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Dispute Resolution and Expert Witness Services

Our experienced professionals provide forensic accounting, damages calculations, divorce services, litigation support and expert witness testimony.

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Divorce Services

We understand that state law dictates much of what is expected in divorce disputes. Our team of forensic accountants, fraud examiners, and valuation experts are trusted and experienced leaders in cases of divorce.

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Frequently Asked Questions

  • 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.

     

  • 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.

     

  • Marshall & Stevens provides valuation, solvency/insolvency opinions, and other consulting services to assist with bankruptcy, restructuring and recapitalization transactions.

     

  • 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.

     

The Marshall & Stevens Difference

Marshall & Stevens provides Fairness and Solvency Opinions, valuation analyses, investigative accounting, and expert witness services to assist public and private clients with their important transactions and litigation matters.

Our Locations

Client Highlights

Here are a few client success stories from public and private companies we’ve worked with

Receivers and Receivership Services Contacts at Marshall & Stevens

David N. Bateman

ABV, CFE, CFF, CPA

Managing Director

David Bateman serves as receiver, and specializes in forensic investigations, damages calculations, and valuations for disputes.

Matt H. Connors

ABV, ASA, CFE, CPA

Managing Director

Background

Matt Connors is a Managing Director with Rocky Mountain Advisory, LLC, a Marshall & Stevens company. He works primarily in disputes, valuation, and fraud investigations.

His expertise includes expert witness services in complex commercial litigation disputes and valuing equity securities in and outside of litigation disputes.

Mr. Connors has testified in Federal and state courts multiple times. He is an expert in calculating economic damages, business valuation, intellectual property valuation, intangible asset valuation and damages related to such intangible assets. He has extensive expertise in preparing and rebutting expert opinions in the above areas.

Mr. Connors’ practice also includes valuation of intangible assets, intellectual property, and goodwill for purposes of post-transaction financial reporting.

Mr. Connors has extensive experience investigating fraud schemes of various types. He has spent significant time investigating alleged fraud schemes including Ponzi schemes, misappropriation of assets, Foreign Corrupt Practices Act investigations, and evaluating business solvency.

Professional Highlights

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  • Member, American Society of Appraisers
  • Member, American Institute of Certified Public Accountants
  • Member, Utah Association of Certified Public Accountants
  • Member, Association of Certified Fraud Examiners
  • Rocky Mountain Advisory, LLC
    Managing Director, 2010-present
  • PricewaterhouseCoopers, LLP
    Forensic Services, 2002-2010
  • Symphony Homes
    2007
  • Call & Hartle, LLC
    Tax Preparation and Financial Statement Preparation, 2002
  • Portuguese: speaks, reads, and writes fluently.

John H. Curtis

ABV, CDBV, CFE, CIRA, CPA

Managing Director

Background

John Curtis is a Managing Director with Rocky Mountain Advisory, LLC, a Marshall & Stevens company. He works primarily in bankruptcy and restructuring services.

Mr. Curtis has more than twenty years of experience in performing investigative accounting work, bankruptcy and restructuring case work, troubled company workouts, lost profits and economic damages analyses, business valuations and fraud examinations.

In cases of fraud, Mr. Curtis has provided forensic accounting investigation, expert testimony, cash flow analysis, accounting for property operations and sales and analysis of alter ego issues related to substantive consolidation and other issues.

Mr. Curtis has testified many times in state and Federal courts and has served as a court-appointed receiver and fiduciary.

Professional Highlights

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  • Member, American Institute of Certified Public Accountants
  • Member, Utah Association of Certified Public Accountants
  • Member, Association of Certified Fraud Examiners
  • Member, Association of Insolvency and Restructuring Advisors
  • Rocky Mountain Advisory, LLC
    Managing Director, 2010-present
  • PricewaterhouseCoopers, LLP
    Manager, Advisory Services, 1998-2010
  • Spanish: speaks and reads fluently.

Relevant Insights

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