Corporate Planning

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 & 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 & 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.