Marsha Conrad | American Business Appraisers | Arizona

Marsha Conrad is a principal in American Business Appraisers, a firm specializing in business valuation and machinery & equipment appraisal services. Since 2003, she has performed valuation services for family-owned and closely-held businesses, professional practices, limited liability companies, corporations and partnerships. As an appraiser, she brings a unique skill level in analyzing business issues for developing an opinion of value for a business or business assets. I am qualified by virtue of extensive training, practical skills and a broad variety of business experiences. Before forming American Business Appraisers, I successfully operated a manufacturing business with operations in two states, along with being a limited partner in several business ventures.

Ms. Conrad holds the Accredited Senior Appraiser “ASA” designation from the American Society of Appraisers. As a member of the American Society of Appraisers, she has fulfilled the education, testing work log requirements and submitted a demonstration report which was approved by ASA’s International Board of Examiners.

Marsha also was awarded the Certified Machinery & Equipment Appraiser “CMEA” designation from the NEBB Institute, but has since retired the certification in December 2019.

She held the Accredited in Business Appraisal “AIBA” designation awarded by The Institute of Business Appraisers (IBA). This designation is no longer supported by NACVA (purchased IBA); however, she successfully passed a proctored exam on business valuation and fulfilled the requirements in a demonstration report for peer review.

Marsha also earned the designation of Accredited in Business Appraisal Review “ABAR” which was awarded by the Institute of Business Appraisers (IBA) to individuals who review business valuation reports for litigation and IRS scrutiny. ABAR is a unique credential designed to provide a level of quality assurance to stakeholders in the business appraisal process. ABAR holders have participated in education which teaches an innovative paradigm for appraisal review and quality assurance, hold a recognized business valuation credential, and demonstrated their proficiency both through examination and a demonstration report subject to peer review. Ms. Conrad no longer belongs to the Institute of Business Appraisers so has relinquished the use of these designations.

Industries for which Ms. Conrad has performed appraisal services:

Construction
Professional Practices
Service Businesses
Retail Trade
Wholesale
Aviation
Aerospace
Manufacturing

Marsha is a native of Wisconsin and was a small business owner for over 25 years, prior to entering the business appraisal profession, and brings a distinctive set of skills in understanding the small business owner from their perspective. Marsha has had extensive training in developing an independent, unbiased business valuation or a certified machinery & equipment appraisal reports used for; SBA Financing, Buy-Sell Transactions, Conventional Bank Lending, Marital Dissolution, and Partnership/Corporate Disputes, etc.

PROFESSIONAL ACTIVITIES

Managing Member of American Business Appraisers National Network (2018 – 2019).
Board Member – American Business Appraisers National Network (2009-2017).
Professional Responsibilities Board (Chairperson)- The Institute of Business Appraisers (2011-2013).
Risk Management Associates (RMA) – Phoenix Chapter (2012-2014).
Women in Banking – Phoenix (2012-2014).
National Association of Women in Construction (former chapter Treasurer).

Marsha Conrad is qualified by training and continuing education in the following appraisal curriculum:

2020 American Business Appraisers National Network Spring Conference, Atlanta.
2019 American Business Appraisers National Network Spring Conference, Phoenix.
2018 American Business Appraisers National Network Spring Conference, New Orleans.
2017 American Business Appraisers National Network Spring Conference, Dallas.
2016 American Business Appraisers National Network Spring Conference, Palm Springs.
2015 American Business Appraisers National Network Spring Conference, Myrtle Beach.
2014 American Business Appraisers National Network Spring Conference, San Francisco.
2012 American Society of Appraisers Advanced Business Valuation Conference – Phoenix.
2012 American Business Appraisers National Network Spring Conference-Seattle.
2011 American Business Appraisers National Network Spring Conference-Los Angeles.
2010 American Business Appraisers National Network Spring Conference-New Orleans.
- Business Appraisal Review Accreditation Workshop.
2009 American Business Appraisers National Network Spring Conference-Phoenix, AZ.
2009 ICBC/NEBB Joint National Conference-Minneapolis, MN.
2009 American Business Appraisers National Network Fall Conference-Providence, RI.
2008 American Business Appraisers National Network Spring Conference.
2008 NEBB/ISBA Joint National Conference-San Antonio, TX.
2008 American Business Appraisers National Network Fall Conference-Philadelphia, PA.
2007 Society of Business Analysts & NEBB Institute Joint Conference-Dallas, TX.
2007 American Business Appraisers National Network Fall Conference-Fayetteville, AR.
Discounts & Premiums – Marketability vs. Liquidity.
2007 National IRS Symposium on Valuation Issues-Cerritos, CA.
Latest Developments in Appraiser Professional Responsibility.
Estate & Gift Tax Compliance Update.
Professional Responsibility – Pension Protection Act (HR4).
Valuation Issues in IRS Audits & Appeals.
IRS Methodology for Valuing Fractional Interests.
2007 IBA’s Business Valuation Symposium-Denver, CO.
- Quantifying Company-Specific Risk.
- Handling Historical Earnings.
- Models for Tax-Affecting S Corporations.
- The Business Appraiser and Federal Tax Practice.
- Buy-Sell Agreements: Ticking Time Bombs or Reasonable Resolutions.
- Ethics and Standards Exam.
2006 Institute of Business Appraisers National Symposium-St. Louis, MO.
American Business Appraisers National Network 2006 Fall Conference.
2006 Institute of Certified Business Counselors Conference-Newport Beach, CA.
2005 Institute of Business Appraisers, 1020 Course “Business Appraisal for Divorce”.
American Business Appraisers National Network 2005 Fall Conference.
2005 Institute of Certified Business Counselors Conference-San Antonio, TX.
- Using “Qualified Small Business Capitalization Plans” to Finance Business Acquisitions.
- Limiting Professional Liability.
- Rules of Thumb – Perceptions vs. Reality.
- Structured Installment Sales.
- Personal Goodwill – How Can it Help You in Your Deal?
2005 Institute of Business Appraisers National Conference, Orlando, FL.
- Discounts for Lack of Marketability.
- The Reasonable Investor – A Venture Capital Discussion.
- Reconciling Values from the Three Approaches.
- Creating Value in a Globalized World.
- Divorce and Business Appraisal.
- Reinvigorated Approach to Valuing Technology-Based Intangibles.
- Case Law Update.
2005 NEBB Institute – M&E Certification Training – San Diego, CA.
2004 Institute of Business Appraisers National Conference, Las Vegas, NV.
- Shareholder Dissent and Oppression.
- Case Law Update.
- Health Care Valuations.
- Forecasting Net Cash Flow.
- Appraisal in the Private Capital Markets.
- Valuation for M&A.
- Valuation of Pass-Through Entities.
- Forensic Accounting.
- Theoretical Problems “WACC, Capitalization & DCF”.
- BV Case Study – When Goodwill Brings No Good.
- FASB 141 & 142 – Valuation Report and Recent Developments.
- Divorce Appraisals from the Attorney’s Point of View.
2004 Institute of Certified Business Counselors National Conference – Chicago, IL.
2003 Institute of Business Appraisers National Conference – Orlando, FL.
2003 Institute of Certified Business Counselors National Conference – Scottsdale, AZ.
- Transactional Databases for Valuing Small to Mid-Size Businesses.
- Mediation/Valuation – An Alternative to “Battle of the Experts”.
- Business Valuation – A viewpoint of the IRS.
- Consulting from Concept to Reality.
- Covering Your Assets.
2002 Institute of Business Appraisers, 8001 Course “Mastering Appraisal Skills for Valuing the Closely Held Business”.
- Business Valuation Assignments.