Financial Valuation Services - Marshall Stevens · 1/9/2017 · Financial Valuation Services...
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1 Financial Valuation Services
Transcript of Financial Valuation Services - Marshall Stevens · 1/9/2017 · Financial Valuation Services...
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Financial Valuation Services
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Who We Are
Marshall & Stevens is a recognized leader in valuation. We assist our
clients with planning, due diligence, negotiation and reporting issues
related to financings, mergers, acquisitions, divestitures, restructurings,
insurance placement and tax-related transactions. Our in-house
specialists provide a full portfolio of valuation-related services, including
transaction advisory for machinery & equipment, facilities, real estate,
businesses and intangible assets, and debt and equity instruments.
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At Marshall & Stevens, our Financial Valuation professionals understand
the importance of client service. We value each client and assignment,
knowing that our work becomes an integral part of your process. Our
Financial Valuation Services professionals provide independent, credible
valuation and advisory services. We are recognized for providing
supportable analyses and insightful reports using a service-oriented
approach.
Since 1932, our professionals have been providing critical valuation
services to our clients. We recognize the importance of your decision-
making as it relates to the value of commercial, industrial and
infrastructure assets. With multiple offices throughout the United States,
Marshall & Stevens has the ability to quickly assemble teams to satisfy
client requirements and assist them in making vital business decisions.
Overview
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The Financial Valuation Services professionals value businesses, debt and
equity interests and intangible assets, often as an integral part of a larger
multi-disciplined valuation project.
Financial Valuation
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We provide valuation and consulting services on a global basis to public and private
clients to fulfill a variety of needs:
Services
Our valuation and consulting professionals provide insight and analyses for the benefit
of investors, management, directors, trusted advisors, and others who are anticipating,
executing, reporting, or challenging the results of important transactions.
� Business Valuation � Dispute & Litigation Support
� Financial Reporting � Transaction Opinions
� Tax Planning & Reporting � Health Care Valuation
� Private Equity & Portfolio Analyses � ESOP Valuation
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Thought Leadership
Marshall & Stevens utilizes a problem-solving approach that recognizes
valuation is part of a broader decision-making process, which in turn,
requires an appreciation of the context in which advice is sought and an
ability to foresee client needs and issues.
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� FASB ASC 320
Debt and Equity Securities
� FASB ASC 350
Goodwill Impairment
� FASB ASC 360
Finite-Lived Asset Impairment
� FASB ASC 718
Equity Based Compensation
� FASB ASC 805
Business Combinations
� FASB ASC 815
Derivatives and Hedging
� FASB ASC 820
Fair Value Measurement
� FASB ASC 852
Fresh Start Accounting
Our Expertise
� Annual Valuation Updates
� Fairness Opinions
� Formation Valuations
� Letters of Adequate
Consideration
� Solvency Opinions
� Valuation for Feasibility
� Economic Damages
� Expert Testimony
� Fraudulent Conveyance
� Marital Dissolution
� Partnership Disputes
ESOP
Financial Reporting
Dispute & Litigation Support
� Fairness Opinions
� Solvency Opinions
� Insolvency Opinions
Fairness & Solvency
� Fairness Opinions
� Acquisition and Divestiture
� Corporate Tax Restructuring
� C to S Conversions
� Estate Planning and Resolution
� Personal Goodwill
� Section 108 Forgiveness Debt
� Section 409A Equity Instruments
� Transfer Pricing
� Wealth Transfer
Tax Planning and Reporting
� Economic Damages
� Business Enterprises
� Buy/Sell Agreements
� Debit and Equity Valuations
� Financing
� Intellectual Property
� Recapitalizations
� Shareholder Reporting
� Other
Transaction Support
� Centers and Clinics
� Hospital Systems
� Physician and Management
� Compensation
� Physician Practices
Health Care
� Allocation of Purchase Price
� Carried Interest Valuations
� Debt and Equity Instruments
� Impairment Testing and
Measurement
� Portfolio Company Analysis
� Solvency Analysis for
Recapitalizations
Private Equity & Portfolio Analysis
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Marshall & Stevens receives the great majority of its new clients from relationships with Key Executives for whom we have
provided prior analyses and from Trusted Advisors who direct their clients and associates to us. We provide valuation services to
domestic and international companies and their Trusted Advisors across a broad range of industries.
� Accountants
� Attorneys
� Wealth Managers
� Insurance Brokers
� Investment Brokers
� Commercial Lenders
Trusted Advisors
� Architectural, Engineering & Construction
� Agriculture, Food & Kindred Products
� Apparel
� Automotive and Trucking
� Electronics
� Energy Production & Distribution
Industries
� Entertainment & Media
� Financial Institutions
� Healthcare
� Hospitality & Gaming
� Insurance
� Manufacturing & Distribution
� Medical Devices & Pharmaceutical
� Real Estate
� Professional Service
� Software & Technology
� Telecommunications
� Transportation
Our Clients
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For more information please contact us.
Contact us
Financial Reporting
Director
601 South Figueroa Street, Suite 2301
Los Angeles, CA 90017
213.233.1516
Darleen Armour
Director and Principal
201 North Franklin Street, Suite 3405
Tampa, FL 33602
813.345.5308
James Sieman, ASA
Managing Director
125 South Wacker Drive, Suite 850
Chicago, IL 60606
312.223.8477, ext. 1908
Matthew R. West, ASA
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For more information please contact us.
Contact us
Tax Planning & Reporting
Director and Principal
201 North Franklin Street, Suite 3405
Tampa, FL 33602
813.962.7888, ext. 5308
James Sieman, ASA
Executive Managing Director and Principal
125 South Wacker Drive, Suite 850
Chicago, IL 60606
312.223.8477, ext. 1911
John F. Spude, ASA
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For more information please contact us.
Contact us
Dispute &Litigation Support
Private Equity & Portfolio Analysis
Director
125 South Wacker Drive, Suite 850
Chicago, IL 60606
312.223.8477, ext. 1920
Erin D. Hollis, ASA, CDBV
Director
Empire State Building
350 5th Avenue, Suite 4320
New York, NY 10118
212.897.9476
Matthew Crane, ASA (BV/IA), CEIV, CPA
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