Estate & Gift

Select Engagements
  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate & Gift

    Valuation Client

  • Estate Tax
    $250 million

  • Estate tax and settlement
    $50 million

  • Ownership Transition
    $60 million

  • GRAT
    $145 million

Ask the expert
Contact Mark Gehrig for more information on Estate & Gift

An independent valuation is essential to successful estate and gift planning and is often required to ensure business interests are transitioned between family members at an appropriate price.  Chartwell works with family businesses, estates, and private companies of all sizes in support of family sales, family gifts, transfers to trusts, charitable contributions, and estate tax filings.  Our understanding of the typically sensitive nature of these engagements, combined with our broad experience in private company valuation, make Chartwell an ideal advisor for your estate and gift planning needs.

Fisher - E&G

Estate & Gift

Valuation Client

Warner - E&G

Estate & Gift

Valuation Client

Contractor

Estate tax and settlement
$50 million

Retail

Ownership Transition
$60 million

Mark Gehrig, CFA, ASA, CBA

Mark Gehrig, CFA, ASA, CBA
Managing Director

PRESENT POSITION

Mark leads Chartwell’s Financial Reporting and Estate & Gift Tax practices.  He specializes in the appraisal of businesses, fractional equity ownership interests, intangible assets, intellectual property, and other financial assets.  He provides appraisal services for purposes of tax and financial statement reporting, and transactional and internal management planning functions.  Notable among these are gift and estate tax, ASC 805, ASC 350, buy-sell agreements, dissenting shareholder actions, entity conversion, condemnation, and projects arising from various regulatory requirements. 

 

MEMBERSHIPS AND DESIGNATIONS

Mark holds several appraisal-related designations, including Chartered Financial Analyst (CFA), Accredited Senior Appraiser (ASA), and Certified Business Appraiser (CBA).  He is a member of the CFA Institute, the CFA Society of Minnesota, and the Association for Corporate Growth.  He serves on the professional responsibility committee board of the Institute of Business Appraisers, and is a past president of the Twin Cities Chapter of the American Society of Appraisers.  Mark has testified in both federal tax court and Minnesota state court.  He has also served as a court-appointed neutral appraiser and regularly serves on dispute resolution appraisal panels.

 

PRIOR EXPERIENCE AND EDUCATION

Prior to joining Chartwell, Mark was a Director and practice leader of the valuation services group of Grant Thornton LLP in Minneapolis, co-owned and led the business valuation services line of Jabs, Gehrig & Company, served as a Manager in the valuation services group of Arthur Andersen LLP, and was senior appraiser with American Appraisal Associates.

 

Mark attended Emory University and the University of Minnesota, where he received from the latter institution an MBA in finance, a BSB in accounting, and a Bachelor of Arts in English.