Independence and Experience Matter

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.

• Succession Planning – what is the business worth today, what could it be worth in the future, what is the most desirable outcome
• Quality of Earnings (QoE) Analysis – we examine the key value drivers of sales, revenue, and profit to determine what really drives and impedes EBITDA.
• Due Diligence – review and investigate contracts, accounting, fixed asset, and real estate holdings, etc.
• Fairness Opinions– recommended for material public and private company transactions.
• Solvency Opinions – for enterprises pursuing a material financing transaction in support of dividend recapitalizations, shareholder buyouts, ESOP formation, mergers, and acquisitions.
• Sell-Side and Buy-Side Advisory

Our team is responsive, nimble and knows how to get the project done on the timeline that the transaction requires.