•  
 /  About Us / Employees / Employee

Marc Richards

Director

Phone: 972.406.6902
 

Overview

Mr. Richards is a director in the Southwest Region of CBIZ Valuation Group.  Marc has 14 years of financial valuation experience, specializing in valuations for both private and public firms in valuation consulting, financial advisory, transfer pricing, and the valuation of business enterprises and intangible assets for mergers and acquisitions, financial reporting, gift and estate tax, international and domestic tax, regulatory compliance and related purposes.

Marc has undertaken numerous assignments for transactions (including solvency opinions in connection with spinoffs), financial reporting (including derivatives), gift and estate tax planning, transfer pricing, international tax and domestic corporate tax matters, ESOPs and various other purposes.  He participates in all phases of project management for the firm. 

Marc is a Chartered Financial Analyst (CFA) charter holder, awarded by the CFA Institute, and is a member of the Dallas Society of Financial Analysts.

Education

  • Bachelor of Arts, Political Science, University of Minnesota, Twin Cities
  • Bachelor of Business Administration, Finance, University of Wisconsin-MIlwaukee
  • Master of Business Administration, Finance, Texas Christian University (Graduated as Top Neeley Scholar)

Associated Offices

Dallas - CBIZ Valuation Group - Dallas 4851 LBJ Freeway
Suite 800
DallasTX  75244
Share This Page
Print
spacer