Marsha is a partner in American Business Appraisers. She holds the designation of "AIBA" awarded by The Institute of Business Appraisers. This designation is bestowed on individuals who have successfully completed course study, passed a proctored exam on business valuation and fulfilled the requirements in a demonstration report for peer review.
She holds a Business Certified Appraiser (BCA) credential from the International Society of Business Appraisers.
She also holds the Certified Machinery & Equipment Appraiser "CMEA" designation from the NEBB Institute and the Certified Senior Business Analyst "CSBA" designation from the Society of Business Analysts.
Marsha is a native of Wisconsin and was a small business owner for over 20 years and brings a distinctive set of skills in understanding the small business owner from their perspective. Marsha has had extensive training in developing an independent, unbiased business valuation or a certified machinery & equipment appraisal report used for; Divorce, SBA Financing, Buy-Sell Transactions, etc.
Marsha Conrad is qualified by training and continuing education in the following appraisal curriculum:
Discounts & Premiums - Marketability vs. Liquidity.
Latest Developments in Appraiser Professional Responsibility
Estate & Gift Tax Compliance Update
Professional Responsibility - Pension Protection Act (HR4)
Valuation Issues in IRS Audits & Appeals
IRS Methodology for Valuing Fractional Interests
Quantifying Company-Specific Risk
Handling Historical Earnings
Models for Tax-Affecting S Corporations
The Business Appraiser and Federal Tax Practice
Buy-Sell Agreements: Ticking Time Bombs or Reasonable Resolutions
Ethics and Standards Exam
Using "Qualified Small Business Capitalization Plans" to Finance Business Acquisitions
Limiting Professional Liability
Rules of Thumb - Perceptions vs. Reality
Structured Installment Sales
Personal Goodwill - How Can it Help You in Your Deal?
Discounts for Lack of Marketability
The Reasonable Investor - A Venture Capital Discussion
Reconciling Values from the Three Approaches
Creating Value in a Globalized World
Divorce and Business Appraisal
Reinvigorated Approach to Valuing Technology-Based Intangibles
Case Law Update
Shareholder Dissent and Oppression
Case Law Update
Health Care Valuations
Forecasting Net Cash Flow
Appraisal in the Private Capital Markets
Valuation for M&A
Valuation of Pass-Through Entities Forensic Accounting
Theoretical Problems "WACC, Capitalization & DCF"
BV Case Study - When Goodwill Brings No Good
FASB 141 & 142 - Valuation Report and Recent Developments
Divorce Appraisals from the Attorney's Point of View
Transactional Databases for Valuing Small to Mid-Size Businesses
Mediation/Valuation - An Alternative to "Battle of the Experts"
Business Valuation - A viewpoint of the IRS
Consulting from Concept to Reality Covering Your Assets
Business Valuation Assignments
Marsha Conrad has performed professional valuation assignments for a variety of purposes; Buy-Sell Transactions, SBA Financing, Conventional Bank Lending, Marital Dissolutions, and Partnership/Corporate Disputes.
We welcome the opportunity to help you establish an appropriate value for your business, business interest or other assets.
Industries for which Marsha Conrad has performed appraisal services in:
Construction - Professional - Services - Retail Trade - Wholesale