Select Engagements Estate & GiftValuation ClientEstate & GiftValuation ClientEstate & GiftValuation ClientEstate & GiftValuation ClientEstate & GiftValuation ClientEstate & GiftValuation ClientEstate Tax$250 millionEstate tax and settlement$50 millionOwnership Transition$60 millionGRAT$145 million« PrevNext »Ask the expertContact Mark Gehrig for more information on Estate & GiftMark Gehrig > > 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. Coughlan - E&G Estate & Gift Valuation Client Company logo: Fisher - E&G Estate & Gift Valuation Client Company logo: Kenwood - E&G Estate & Gift Valuation Client Company logo: Nystrom - E&G Estate & Gift Valuation Client Company logo: Mills Fleet Farm - E&G Estate & Gift Valuation Client Company logo: Warner - E&G Estate & Gift Valuation Client Company logo: Biotechnology Estate Tax$250 million Company logo: Contractor Estate tax and settlement$50 million Company logo: Retail Ownership Transition$60 million Company logo: Wholesale Building Supplies GRAT$145 million Company logo: Mark Gehrig, CFA, ASA, CBA Mark Gehrig, CFA, ASA, CBA Managing Director Minneapolis, MN mark.gehrig@chartwellfa.com V-card PRESENT POSITION Mark leads Chartwell’s Valuation practice. 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.
Mark Gehrig, CFA, ASA, CBA Mark Gehrig, CFA, ASA, CBA Managing Director Minneapolis, MN mark.gehrig@chartwellfa.com V-card PRESENT POSITION Mark leads Chartwell’s Valuation practice. 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.
