Find the Right Valuation Report for Your Needs. Start Now
Find the Right Valuation Report for Your Needs. Start Now
Trusted, Defensible Insights for Owners and Advisors
Valuing your business isn’t just about numbers it’s about understanding your story. Because every number tells a story. We deliver clear, data-driven valuation reports that give you confidence in critical decisions whether you’re navigating a transaction, a dispute, or strategic planning.
Estate and gift tax planning, succession strategies.
Ownership transfers, buy-sell agreements, and retirement planning.
IRS-compliant reports for filings, audits, and dispute resolution.
Integrated valuations for long-term planning and asset allocation.
Transaction support, due diligence, and pricing guidance.
Portfolio company valuations and deal structuring.
Collateral valuations and financing assessments.
| Detailed Report | Summary Report | Calculation Report |
|---|---|---|
| Comprehensive and fully documented, with complete analysis, methodologies, assumptions, and supporting data. Best for litigation, regulatory filings, or major transactions. | Streamlined version focusing on key conclusions, selected methods, and reasoning. Ideal for less complex or internal use cases. | Value estimate developed under agreed-upon approaches and limited procedures. Suitable for preliminary planning or when a full valuation isn’t required. |
Independent reports for transactions, disputes, and management planning.
Assistance with negotiations, deal structuring, and preparing key documentation.
In-depth analyses to evaluate opportunities, risks, and projected returns.
We understand that wealth transfer decisions have lasting implications. Our valuations are prepared to withstand regulatory scrutiny, supporting estate and gift planning strategies with precision and discretion. We aim to simplify complex financial scenarios, helping families achieve their long-term goals with confidence.
Family enterprises require thoughtful planning to ensure fairness and continuity. We provide objective valuations for ownership transfers, succession strategies, and shareholder agreements, helping owners protect both business value and family harmony.
We serve as a trusted partner to legal and tax professionals, delivering IRS-compliant, well-supported reports for filings, audits, and disputes. Our efficient collaboration allows advisors to focus on strategy while we handle valuation complexity.
We deliver clear, actionable insights to wealth advisors and family offices, enabling them to guide clients through estate strategies, investment decisions, and philanthropic planning with confidence in the underlying valuations.
For those navigating acquisitions or sales, we provide independent, market-driven valuations to support negotiations and deal structuring. Our reports help clients make informed decisions and minimize risk.
Every engagement begins with defined delivery schedules and transparent pricing.
Reports are developed by a credentialed valuation team with deep technical expertise.
Clients receive dedicated support from initial consultation through final report delivery.
+1 (845) 522-7294
mmarra@trustvaluations.com
6802 Gulf Winds Dr Suite 2 St pete Beach, Florida 33706
A trusted partner for business valuation and advisory services, serving:
Business Owners | Advisors | Attorneys | Wealth Managers & Family Offices | Financial Institutions
Martin F. Marra is the Managing Director and founder of Trust Valuations LLC, an independent valuation and financial advisory firm based in Tampa Bay, Florida. He brings extensive experience in business valuation, corporate finance, and financial consulting, having led and supported engagements for closely held entities across a wide range of industries.
Martin’s valuation experience includes assignments for purposes such as mergers and acquisitions, shareholder transactions, litigation support, buy-sell agreements, management planning, estate and gift tax matters, and corporate reorganizations. Representative engagements have included valuations of privately held companies in manufacturing, distribution, and agriculture with revenues ranging from tens to hundreds of millions of dollars.
He holds an Advanced Master of Applied Finance (MFin [Adv]) from Macquarie University in Sydney, Australia, and a Bachelor of Science in Finance from the University of Tampa. His graduate studies focused on corporate finance, business valuation, and financial modeling.
Martin is accredited as a Certified Valuation Analyst (CVA) by the National Association of Certified Valuators and Analysts (NACVA) and holds the Accredited in Business Valuation (ABV) credential issued by the American Institute of Certified Public Accountants (AICPA).
Prior to founding Trust Valuations LLC, Martin held valuation and financial advisory positions with J.S. Held, Advent Valuation Advisors, and Murphy Business & Financial Corporation. His professional background includes valuation analyses for litigation, financial reporting, and transaction purposes, as well as due diligence and advisory services related to mergers, acquisitions, and divestitures.
Before beginning his finance career, Martin served in the United States Army, where he supported logistical operations during active deployments. His military commendations include the NATO Medal, Global War on Terrorism Medal, National Defense Medal, Army Good Conduct Medal, and Afghanistan Campaign Medal.
Under Martin’s leadership, Trust Valuations LLC is dedicated to providing objective, defensible, and insightful valuation services that help clients make confident financial decisions.
