Valuation Practices

From independent Fairness and Solvency Opinions,  to valuations in support of financial reporting, personal and corporate tax reporting, reorganizations and matters of dispute, our professionals provide a single source solution for investors, directors, and management of public and private companies.

Marshall & Stevens has senior credentialed professionals in the following valuation disciplines available to discuss your questions and to provide opinions of value to assist you in your transaction planning, execution, and reporting.


Our ability to tackle assignments that require the valuation of interests in business enterprises, intangible assets, equipment, and real estate in-house, with our own dedicated staff, makes us a valuable resource to our clients and referral source. Further differentiation for Marshall & Stevens is our experience in specific industries that require specialization. These industries include:

  1. Cannabis
  2. Energy
  3. Entertainment and Media
  4. Healthcare
  5. Investment Funds
  6. Leasing/Energy & Infrastructure

Another differentiator is our ability to provide opinions for a great variety of situations,

  1. Buy/Sell/Lease Consideration
  2. Bankruptcy, Reorganization and Restructuring
  3. Dispute Resolution and Litigation Support
  4. Estate and Gift Tax
  5. Financial Reporting
  6. Tax Reporting
  7. Transaction Opinions

As for fixed assets and real estate, our services, include:

The quality of our work makes us a regular referral source of accountants, lawyers, financing sources, wealth managers, and insurance brokers.

Our analyses and reports comply with the specific standards and regulations required for each assignment, including, but not limited to USPAP, FASB, IFRS, FIRREA and IPEV, For more information on valuation compliance standards, please see our Professional Designations and Regulatory Compliance page.    

For more information about our services, recent assignments, etc., please use the links provided or contact one of us.

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