Financial Valuation

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’ Financial Valuation professionals are called upon to provide independent opinions of value of:

• Businesses – private businesses, thinly traded public companies, and divisions of both publicly traded and private companies
• Debt and Equity instruments – this includes shareholder notes, options, warrants, convertible debt, preferred equity, etc.
• Fractional Interests in assets or entities (aka “discount studies”) – this includes equity in a public or private company as well as fractional interests in real estate
• Intangible assets such as tradenames, customer relationships, intellectual property, IPRD, internally developed software

We also provide transaction independent insight to boards of directors, corporate management, trustees, debt and equity investors for the planning and execution of transactions in the form of independent:

• Fairness Opinions
• Solvency Opinions
• Letters of Adequate Consideration

Fund clients have some unique needs and we have specialists who perform these analyses, some of whom are public accounting valuation alumni.

Due to diverse experience of our senior professionals, we provide valuations in a wide range of industries. Our specialty practices include:

• Energy & Infrastructure
• Healthcare
• Real Estate and Cost Segregation

Our Financial Valuation professionals collaborate on assignment with our in-house machinery & equipment and real estate valuation professional to deliver an integrated effort in the valuation of asset intensive businesses.

Professional Designations earned by our Financial Valuation professionals include, ASA, CFA, and CEIV.

Please click on the service pages on the right for more information about specific topics or reach out to one of our professionals listed below for a conversation.