Valuations


MarshBerry provides valuation products adapted for specific client needs, from detailed to DIY.

Detailed Conclusion of Value

In-depth, detailed valuation for clients that must accommodate Employee Stock Ownership Plans (ESOP), estate transactions or that are required to maintain compliance with government regulations.



MarshBerry's process also includes:

  • Recommendations for firm improvement
  • Strengths and weaknesses assessment
  • Rigorous review process inclusive of a thorough challenge and support

Summary Conclusion of Value

A less detailed evaluation appropriate for:

  • Stock transactions (details surrounding price per share for internal perpetuation purposes)
  • Loan/banking
  • Creation of agency improvement plans
  • Litigation support
  • Buy/sell agreements