Provided value opinions to the

 

 



for assets located in over 1,200
locations and 60 financial institutions
across the US and Puerto Rico
since June 2009

The New Normal

Marshall & Stevens was a featured presenter at a November 10th conference for finance, legal, M&A and accounting professionals titled "The New Normal, M&A Essentials for Today's Dealmakers."

Presenters at the conference pointed out that while the appetite for M&A remains strong, challenges faced in 2010 will continue in 2011.

The New Normal

Growing the Bottom Line with Tax Savings!

Strategies to improve a company's earnings oftentimes includes focusing on cutting expenses by reducing insurance and property tax costs, implementing a deferred compensation plan, and restructuring debt. For a confidential discussion with any of our consultants, please fill out our contact form.

Financial Reporting Valuation Compliance

Commercial Real Estate Loan Portfolio Evaluations

"An institution’s risk management practices for reviewing and restructuring CRE loans should be appropriate for the complexity and nature of its lending activity and should be consistent with safe and sound lending practices and relevant regulatory reporting requirements. These practices should address:

  • Management infrastructure to identify, control, and manage... the workout activity
  • Documentation standards to verify the borrower's financial condition and collateral values
  • Adequacy of management information systems and internal controls to identify and track loan performance and risk, including concentration risk
    * * *
  • An ongoing credit review function."

*Policy Statement on Prudent Commercial Real Estate Loan Workouts (Oct. 30, 2009)

In order to meet the needs of the banking community and achieve market and regulatory transparency with respect to Commercial Real Estate Loan Portfolios, Marshall & Stevens has developed a timely and cost effective methodology.

Commercial Real Estate Loan Portfolio Evaluation