Marcum LLP
Home | Offices | (855) MARCUM1

Bankruptcy & Insolvency
Forensic Services
Economic Damages
Business Performance
Asset Management & Liquidation
Bankruptcy
Business Valuations
Fiduciary Services
Financial Advisory
Insolvency Analyses
Operational & Financial Restructuring
Anti-Money Laundering
Civil & Criminal Fraud
Computer Forensics
Government Agency Assessment
Marital Dissolution
Personal Background
Workplace Security & Investigations
Forensic Accounting
Bankruptcy
Securities Litigation
Computer Forensics
Business Valuations
Real Estate
Transaction Services
Marital Dissolution
Law Enforcement
Mergers & Acquisitions
Government & Not-for-Profit
Commercial & SEC
Accounting & Bookkeeping
Tax Return Compliance
Financial Statements
Business Advisory
Estates, Gifts & Trusts
Bankruptcy & Insolvency
Family Business
State & Local Taxation
SEC & Corporate Compliance
International Taxation
Real Estate Taxation
Athlete & Entertainer
Tax-Exempt Services
Advertising
Agriculture
Automotive
Aviation
Banking/Insurance
Broadcasting
Broker Dealers
Construction
Country Clubs
Distribution
Employee Benefit Plans
Entertainment
Franchising
Healthcare
Hospitality/Travel
Import/Export
Law Enforcement
Manufacturing
Maritime/Admiralty
Municipalities/Districts
Not-for-Profit
Professional Services
Publishing
Real Estate
Retail
SEC
Shipping
Sports
Technology
Telecommunication
Textiles
Utilities
Business Interruption Claims
Business Valuations
Class Actions
Intellectual Property Disputes
Litigation Support
Business Valuations
Loan Portfolio & Credit Risk
Mergers & Acquisitions
Performance Improvement
Real Estate Acquisition
Risk Management

Overview
Tax & Business
Assurance
Advisory
Alternative Investments
Real Estate

Business Valuations



Business valuations are required in many instances including mergers, estate planning, divorce, shareholder disputes, buy/sell agreements, and economic damages. Our professionals at Marcum are highly credible and certified to perform accurate and effective business valuations. Our firm is 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.

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 (ESOPs)
  • Purchase Offer Analysis
  • Recapitalization
  • Strategic Planning
  • Succession Planning

Transactions Solutions

Whether your valuations solutions needs are based on preparing a prospectus or an offering document from the seller’s perspective, a merger or acquisition and related due diligence from the buyer’s perspective, or important estate or family-owned business planning, our professionals achieve independent and thorough valuations.

  • Acquisitions
  • Divestitures
  • Going Public or Private
  • Joint Venture Formation
  • Leveraged Buyouts
  • Management Buyouts
  • Mergers
  • Minority Buyouts / Redemptions
  • Sale of Business of Partial Interest
  • Spin-offs

Tax Solutions

When a business valuation is required in connection with a taxable estate, we use our valuation skills and our estate planning skills to plan for issues that may be raised by the Internal Revenue Service in advance of filing the estate tax return.

We have performed numerous business valuations for estate and gift and tax purposes with valuations ranging from $1,000,000 to over $50,000,000.

By keeping current on the Tax Court and Appellate Court rulings related to valuations, we are able to address many issues in advance and increase the likelihood that the IRS will not successfully challenge the valuation.

  • Charitable Contributions
  • Estate Planning
  • Family Limited Partnerships (FLPs)
  • Gift Tax
  • Insurance Tax
  • Minimization of Tax
  • Net Operating Loss Carryforwards
  • Passive Foreign Investment Company
  • Probate
  • Purchase Price Allocation
  • S Corporation Conversion
  • Transfer Pricing

Litigation Solutions

We know from experience the records to request, questions to ask, and documents and trends to analyze. Our experience in litigation provides a great resource for preparing in advance for an adversarial action regarding the estate business valuation. Our conclusion is a value that we can present, explain and support under even the most rigorous scrutiny – in court, with tax authorities, or in acquisitions and other corporate negotiations.

  • Arbitration
  • Breach of Contract
  • Business Interruption
  • Compensatory Damage Cases
  • Condemnation Proceedings
  • Damage Determination
  • Diminished Capacity
  • Dissenting and Minority Stockholders
  • Expert Testimony
  • Lost Profits
  • Marital Dissolution
  • Partnership Dissolution
  • Shareholder Disputes
  • Statutory (Squeeze-out) Mergers

Bankruptcy Solutions

When a client’s business or personal needs require a business valuation, we will apply our experience, knowledge and technical skills. Our valuation expertise is complemented and enhanced by our staff of CPAs, providing quality, real-world accounting and business advice to real companies with real problems. This helps us to provide first class professional service not only in valuation, but also in all your related accounting, business and tax consulting needs.

  • Collateral Valuation
  • Fresh Start Accounting
  • Involuntary Liquidation
  • Reorganizations

Other Solutions

We have provided our opinion of value for many businesses in many industries for many purposes. With almost fifty years of experience in the area of business valuations, Marcum has earned an excellent reputation for our dedication to client service and specialized expertise.

We adhere to the outlined procedures of The Uniform Standards of Professional Appraisal Practice (USPAP) and The Business Valuation Standards of the American Society of Appraisers.

  • Compensation
  • Financial Reporting
  • In-process R&D
  • Insurable Value
  • Loan Financing
  • Not-for-Profit Status
  • Personal Financial Planning
  • Trend Analysis

 

BANKRUPTCY & INSOLVENCY
Asset Management & Liquidation
Bankruptcy
Business Valuations
Fiduciary Services
Financial Advisory
Insolvency Analyses
Operational & Financial Restructuring
Forensic Accounting
Bankruptcy
Securities Litigation
Computer Forensics
Business Valuations
Real Estate
Transaction Services
Marital Dissolution
Law Enforcement
Mergers & Acquisitions
Government & Not-for-Profit
Commercial & SEC
Accounting & Bookkeeping
Tax Return Compliance
Financial Statements
Business Advisory
Estates, Gifts & Trusts
Bankruptcy & Insolvency
Family Business
State & Local Taxation
SEC & Corporate Compliance
International Taxation
Real Estate Taxation
Athlete & Entertainer
Tax-Exempt Services
Advertising
Agriculture
Automotive
Aviation
Banking/Insurance
Broadcasting
Broker Dealers
Construction
Country Clubs
Distribution
Employee Benefit Plans
Entertainment
Franchising
Healthcare
Hospitality/Travel
Import/Export
Law Enforcement
Manufacturing
Maritime/Admiralty
Municipalities/Districts
Not-for-Profit
Professional Services
Publishing
Real Estate
Retail
SEC
Shipping
Sports
Technology
Telecommunication
Textiles
Utilities


Contacts
Boston, MA
617.226.0432
Contacts
Fort Lauderdale, FL
954.320.8143
West Palm Beach, FL
561.653.7350
Fort Lauderdale, FL
954.320.8140
Contacts
Neptune, NJ
732.922.9900
Contacts
New York City, NY
212.485.5708
Contacts
Philadelphia, PA
484.270.2520
Philadelphia, PA
484.270.2530
Philadelphia, PA
484.270.2700

Content Submit a Request
Please complete the following form and a Marcum LLP representative will be in touch with you.










Captcha Image