Valuation Advisory Services

April 29, 2025

A business valuation will provide you with a deeper understanding of your company’s strengths, weaknesses, risks and growth opportunities. Shareholders and their advisors rely on business valuations to make decisions with significant financial implications. Mariner provides business valuations for strategic planning, transactions, tax compliance, financial reporting, and litigation.

Transactions

We provide business valuations for all stages of a company’s lifecycle. Whether you want to acquire a company, buy out a shareholder, review options to increase the value of your business, or prepare for the sale of your company, a business valuation is a critical component in the process.

We have provided hundreds of valuations for companies of all sizes and in a variety of industries. Our valuation professionals leverage their extensive experience in finance, accounting, taxation, and M&A advisory services to produce valuation opinions that reflect current market conditions.

  • Financial Planning
  • Merger & Acquisition
  • Buy-Sell Agreement
  • Financing
  • ESOP

Tax Reporting

Mariner provides independent, qualified business valuations for tax compliance. Our valuation reports are comprehensive and adhere to the highest professional standards, including the Uniform Standards of Professional Appraisal Practice, the American Society of Appraisers, and the American Institute of Certified Public Accountants. As a result, our business valuations meet tax reporting and regulatory requirements and withstand IRS scrutiny.

  • Gift and Estate Tax
  • Charitable Donations
  • IRC Section 409(A)
  • Discount Study

Financial Reporting

Financial reporting standards are complex and businesses are responsible for providing shareholders, auditors, and creditors with reliable financial information. We deliver valuation expertise to help you satisfy audit review requirements.

We are well-versed in fair value requirements under Generally Accepted Accounting Principles (GAAP) and have assisted clients ranging from publicly traded and private companies, including private equity portfolio companies.

  • Goodwill Impairment
  • Purchase Price Allocation
  • Portfolio Valuation

Litigation/Disputes

When legal issues arise involving your company, our valuation professionals can collaborate with your attorney by providing litigation support and expert witness testimony. We have testified in numerous court proceedings and have successfully defended our valuation reports and scrutinized the reports of opposing expert witnesses.

  • Marital Dissolution
  • Shareholder Dispute
  • Appraisal Review

Access to a wealth of knowledge and solutions.

The right support makes all the difference. That’s why our advisors have access to an in-house team of business valuation and M&A professionals. They use their knowledge to tap into the right resources and solutions for your complex wealth challenges. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions. Let’s get started!

This material is intended for informational and educational purposes only.

The registered investment adviser entities of Mariner do not provide all services included herein. Some services are provided by affiliates and are subject to additional fees. For additional information refer to www.marinerwealthadvisors.com/legal/.

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