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)
- Creation of agency improvement plans
- Litigation support
- Buy/sell agreements