Financial Reporting Valuation

Auditors refer their public and private clients to Marshall & Stevens for financial reporting assignments due to the knowledge, expertise, and experience of our professionals.

A large of percentage of our senior Financial Valuation professionals have experience working at top 10 audit firms – they did the same review work your audit firm valuation professionals do – so they are a great resource to our clients.

We work with audit firms to focus on materiality and efficiency.

Our Financial, Equipment and Real Estate valuation professionals collaborate on multidisciplinary  assignments for an efficient well-integrated product and an easier review process for you and your audit firm.


Marshall & Stevens has adopted the Mandatory Performance Framework (“MPF”) prescribed under the Certified in Entity and Intangible Valuations (“CEIV”) credential for all financial reporting assignments.

The CEIV credential is intended for professionals who perform fair value measurements for public company financial statement reporting purposes. This includes estimating the fair values of businesses and/or business interests for goodwill impairment testing and stock compensation purposes, and intangible assets for purchase price allocation and impairment testing purposes.

All participants in the CEIV certification program follow a Mandatory Performance Framework, which serves as a guide that defines the necessary work to provide supportable and auditable fair value measurements for financial reporting purposes. The Framework also helps to ensure the consistency and transparency of those reports.

Marshall & Stevens’ clients include financial investors (private equity funds, business development corporations, etc.) and public and private companies in a broad range of industries.

The most common requested financial reporting valuation services include:

For an example of our engagements, please see our 2019 and 2020 Year in Review.

For more information, see the service sheets and articles to the right or contact one of the professionals listed below.

Financial Reporting Services Contacts

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