Business valuations are required in many instances including mergers, estate planning, divorce, shareholder disputes, buy/sell agreements, and economic damages.
At Marcum, we perform business valuations for a wide variety of purposes. We have valued thousands of private and public companies across all industry sectors. We have also worked extensively on acquisition structures and terms, cash flow forecasting for business planning and financial needs, and various closely held business issues. We are frequently retained to provide expert witness services relating to the value of a business; loss of a business or segment of a business; a determination of reasonable compensation; and other financial matters.
Our professionals are highly credible and certified to perform accurate and effective business valuations. Our professionals have served as arbitrators and court-appointed experts on valuation matters. We are often retained by opposing parties with differing valuations of a business or a business interest. We are frequently appointed by courts to mediate widely disparate appraisals as well as offer expert testimony.
Marcum brings many years of dedicated expertise, practical experience, and professional resources to accurately determine the value of the business or interest at issue. Marcum's Valuation Services provides an independent analysis using an in-depth understanding of accepted valuation methodologies to produce supportable valuations. Each valuation is based on the facts and circumstances at the time of valuation. Marcum professionals provide experience and insight, recognizing and properly weighing the underlying components of value, taking into account all issues at hand. Our valuation reports are well documented and provide information about the company and the subject business interest, its financial condition, its earning capacity, and its performance against its peers in its industry.
Valuing a business requires considerable judgment and expertise. An independent valuation expert brings the benefits of professional training, experience and third-party objectivity to the process. Our help in valuing damages is based upon realistic assumptions that properly reflect the current economic environment. We make sure the evidence supports the assumptions and findings.
Services
Disputes & Litigation
Marcum LLP works with attorneys and clients to navigate the complex areas of valuation for marital dissolution, shareholder disputes/partnership dissolutions and transaction disputes.
Tax
An independent and well-supported valuation is an important part of tax compliance or a tax-planning strategy. Marcum assists individuals, corporate clients, tax attorneys, and others with valuation issues related to tax matters.
Financial Reporting
The complexity of financial reporting standards dealing with fair value increasingly requires qualified independent valuation advice. Marcum's valuation professionals have an in-depth understanding of the requirements and best practices in financial reporting valuations, offering insights into key issues of concern to auditors and regulators.
Corporate Transactions
Marcum has extensive experience advising clients and their counsel in corporate transactions, including mergers and acquisitions, tax reorganizations and bankruptcy and distressed situations.
Industry-Focused Practice Areas
Marcum provides specialized business valuation services for a variety of industries, including alternative asset management firms and healthcare.
ESOP Valuation Services
Marcum provides independent valuations in connection with transactions involving stock to be acquired by Employee Stock Ownership Plans ("ESOP"). We also provide fairness opinions in connection with such transactions, annual ESOP update valuations, valuations for ESOP stock redemptions, and plan terminations.
- Strategic Solutions
- Transactions Solutions
- Tax Solutions
- Litigation Solutions
- Bankruptcy Solutions
- Other Solutions
Strategic Solutions
Our valuation consultants are committed to the valuation of closely-held companies.
They have the experience, knowledge and creativity to provide you and your clients with innovative, accurate and timely valuation solutions. This enables us to meet our clients' valuation needs in the best and most cost-effective manner possible.
- Business planning.
- Buy-sell agreements.
- Employee stock ownership plans.
- Purchase offer analysis.
- Recapitalization.
- Strategic planning.
- Succession planning.
Related News
June 13, 2018
Advisory Alerts
Advice to the Board: Knowing the Business is Critical to Effective Risk Oversight
Obtaining an understanding of the company's business is key to effective oversight, including enterprise risk management, and also helps in building and maintaining a positive ....
February 14, 2018
As Seen In
The National Association of Certified Valuators and Analysts published an article by Valuation and Litigation Support Managing Director Carla Glass, Market Participant Acquisition Premiums in valuations.
Many business valuations are completed for purposes of compliance with U.S. Generally Accepted Accounting Principles (GAAP), often referred to as Valuations for Financial Reporting.
January 22, 2018
As Seen In
New Jersey Law Journal published an article co-authored by Ilan Hirschfeld, partner-in-charge, New Jersey Advisory Group, and Kevin Baker, head of the Philadelphia Digital Forensics Practice, on the complexities of valuating cryptocurrencies.
Just weeks into 2018, cryptocurrencies continue to dominate the headlines while on their way to potentially becoming mainstream. The complexities of these digital financial instruments ....
Valuation Advisor - December 2017
Marcum LLP Named Top Valuation and Litigation Services Firm in Multiple Categories by Connecticut Law Tribune
Marcum LLP took top honors in multiple categories of the Connecticut Law Tribune’s 2017 “Best Of” survey, winning one or both of the top two ....
Valuation Advisor - December 2017
Market Participant Acquisition Premiums in Valuations for Financial Reporting Purposes
Many of the valuations completed by Marcum LLP are for purposes of compliance with U.S. Generally Accepted Accounting Principles (GAAP), often referred to as Valuations ....
Valuation Advisor - October 2017
Valuing a Business: The Site Visit and Management Interview
The site visit and management interview are an essential part of the process of developing a business valuation opinion.
Valuation Advisor - October 2017
Painting a Picture of the Parties' True Income in Divorce
Determining the assets and earnings in a divorce engagement is often a complex task. While the divorcing parties may begin the process working toward the ....
October 01, 2017
As Seen In
Business Valuation Update interviewed Partner Kenneth Pia for an article about serving on the Business Valuation Committee of the American Society of Appraisers. Mr. Pia is vice chair of the committee.
BVU had the pleasure of speaking with some of the dedicated individuals who serve as members of the Business Valuation Committee of the American Society ....
June 20, 2017
As Seen In
Business Valuation Update published an article by Partner Nancy Fannon in the July issue, about the attractiveness of the business valuation specialty.
For the last several years, it seems as if everyone I talk to in our profession is trying to figure out a growth plan.
May 07, 2017
As Seen In
The New Haven Register announced Marcum's merger with Meyers, Harrison & Pia.
Meyers, Harrison & Pia LLC and Meyers, Harrison & Pia Valuation and Litigation Support LLC (MHP) have merged into the national accounting and advisory services ....
May 04, 2017
As Seen In
The Portland Press Herald reported on Marcum's merger with Meyers, Harrison & Pia, including that firm's Portland, Maine, office.
Marcum LLP announced Tuesday that it has merged with Meyers, Harrison & Pia LLC and Meyers, Harrison & Pia Valuation and Litigation Support LLC.
May 01, 2017
As Seen In
Long Island Business News reported on Marcum's merger with Meyers, Harrison & Pia.
Marcum has merged Meyers, Harrison & Pia and Meyers, Harrison & Pia Valuation and Litigation Support into its business, adding 55 partners and staff in ....
May 01, 2017
As Seen In
Accounting Today announced Marcum's merger with Meyers, Harrison & Pia to the accounting industry.
MHP dates back to 1954 and specializes in business valuation, forensic accounting and litigation support services. The firms partners frequently serve as expert witnesses during ....
May 01, 2017
As Seen In
The Hartford Business Journal reported on Marcum's merger with Meyers, Harrison & Pia.
Regional accounting firm Marcum LLP, which has a Hartford office, said Monday it has acquired a New Haven CPA firm that will add to its ....
May 01, 2017
Press Release
Marcum LLP Merges in Meyers, Harrison & Pia
Marcum LLP announced today that Meyers, Harrison & Pia, LLC and Meyers, Harrison & Pia Valuation and Litigation Support, LLC (MHP) have merged into the ....
Valuation Brochure
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Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.
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