Financial Valuation

Lawyers, accountants, wealth managers and other trusted advisors refer their clients to Marshall & Stevens for a wide array of financial valuation and consulting services. From transaction consulting for wealth transfer, recapitalizations, and mergers and acquisitions, to compliance engagements to meet financial and tax reporting requirements, our professionals spend time getting to know the subject business in order to provide a thoughtful value opinion.

Our financial valuation professionals prepare Fairness Opinions, Solvency Opinions as well as value opinion of:

  • Business enterprises
  • Debt and equity instruments
  • Fractional interests (aka “discount studies”)
  • Intangible assets

Our senior professionals have earned premier industry certifications:

“ASA” from the American Society of Appraisers

“CFA” from the CFA Institute, and

“CEIV” – Certified in Entity and Intangible Valuations™ (CEIV) a more recent certification recommended for those professionals who perform fair value work.  


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.

Financial Valuation, Opinions and Consulting

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