Business Owners interested in succession planning owe it to themselves to understand the value of their business(es), real estate, and investments.
We listen, we provide analyses, scenarios, opinions, and potential solutions.
Marshall & Stevens’ professionals provide independent opinions to fiduciaries, financing sources, business owners, and investors for public and private company transactions.
MULTIDISCIPLINARY CAPABILITIES
Our Transaction Advisory team collaborates with our internal Machinery and Equipment, Real Estate, ESOP, Financial Valuation, and Energy and Infrastructure professionals to provide the value opinions our clients require to consider, execute, and report a wide range of transactions including:
Recent representative engagements can be found on our Engagements pages.
Our team is responsive, nimble and knows how to get the project done on the timeline that the transaction requires.
Our Transaction Opinion 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.
Marshall & Stevens has great experience providing independent fairness opinions and solvency opinions for public and private company transactions including SPACS.
Marshall & Stevens has staff that serve as receivers and who perform investigative/forensic accounting services. We also assist with bankruptcy and restructuring as may be required.
Marshall & Stevens provides valuation, solvency/insolvency opinions, and other consulting services to assist with bankruptcy, restructuring and recapitalization transactions.
We work with your advisors to provide valuations that can be used to facilitate the formation of ESOPs, implementation of management incentive plans, stock options, etc. Your tax advisor will help you determine which incentive programs are best for you.
Financial reporting compliance requires a determination of fair lease rate.
A large percentage of transactions include lease agreements that are not at current fair market value. This is more often the case when the owner of the business is also the owner of the real estate.
In the acquisition of a medical practice, for instance, the acquiror must not pay a higher than market rate to acquire or lease the property from the seller.
Marshall & Stevens has a large team of valuation and litigation support 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 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.
Here are a few client success stories from
