What We Do

Marshall & Stevens’ professionals combine their analytical skills with real-world experience to objectively determine the valuation of businesses, tangible and intangible assets, liabilities, debt and equity.

Applying established valuation approaches to each unique client situation, we provide analysis and opinions that serve as the basis for key business decisions.

With a proven track record of providing supportable value opinions for a great variety of situations, we pride ourselves in being recognized by trusted advisors, public and private clients as a premier financial opinion and valuation advisory firm.

In addition to decades of experience valuing public and private companies and their assets, most of our senior professionals have earned highly respected valuation industry certifications such as ASA, CFA, MAI and MRICS.

Marshall & Stevens offers independent opinions and analysis across a vast suite of valuation disciplines:

  1. Cost Segregation 
  2. Financial Valuation:
  1. Alternative Investment/Portfolio Valuations
  2. Business Valuation
  3. Debt Valuations
  4. Equity Valuations including IRC 409A
  5. ESOP Valuations
  6. Fairness Opinions
  7. Financial Reporting/Fair Value Analyses
  8. Fractional Interest Analyses (aka “Discount Studies”)
  9. Intangible Asset Valuations
  10. Solvency Opinions
  1. Health Care Valuation
  2. Machinery & Equipment Valuations
  3. Real Estate Valuation
  4. Energy & Infrastructure Valuations

Public and Private Companies, Investors and Trusted Advisors call upon us to assist with valuations to assist with important transactions, such as:

  1. Bankruptcy, Restructuring and Reorganization
  2. Buy/Sell Consideration
  3. Dispute Resolution and Litigation Support
  4. Estate Tax Reporting
  5. Financial Reporting
  6. Financings and Recapitalizations
  7. Fund Reporting
  8. Insurance Placement
  9. Mergers, Acquisitions and Divestitures
  10. Tax Reporting
  11. Transaction Advisory
  12. Wealth Transfer Planning and Reporting (Gift Tax)

For more information on any of these topics, please contact one of the people listed below of chose a link to the right.

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