Business Details
34 Years
experience
Trusted Business Valuation Services Nationwide
Delisi & Ghee has provided independent, unbiased business valuation services for over 30 years. Our team specializes in appraisals for estate planning, sales, and tax compliance, serving privately-held businesses across the United States. With expertise in IRS/USPAP standards, we deliver defensible reports tailored to client needs. Our principals hold elite credentials, including CVA, ASA, and MCBA designations, ensuring rigorous analysis and industry-leading insights. We prioritize client education, offering seminars and strategic advice to enhance business value.Our experience spans 3,500+ valuations across diverse sectors, from healthcare to manufacturing. We maintain offices in Florida and Rhode Island, with a legacy of expert witness testimony in high-profile cases. Our commitment to accuracy and transparency has earned trust among CPAs, attorneys, and business owners. We focus on complex valuations, including family limited partnerships and intellectual property. Our mission is to empower clients with data-driven insights for informed decision-making.
Services
Business Valuations
Appraisal Reviews
Expert Testimony
Estate Tax Valuations
Transaction Support
Details
- Year established: 1992
Highlights and features
- We have over 30 years of experience in business valuation and tax compliance.
- Our team holds elite credentials including CVA, ASA, and MCBA designations.
- We provide tailored valuation reports for complex estate and corporate tax needs.
- Our principals have testified as expert witnesses in federal and state courts.
- We serve 40+ industries with 3,500+ completed valuations nationwide.
Associations and certifications
- National Association of Certified Valuators and Analysts (NACVA)
- Institute of Business Appraisers (IBA)
- American Society of Appraisers (ASA)
- American College of Forensic Examiners Institute
Services
Business Valuations
Our business valuation services provide precise assessments for privately-held companies, supporting estate planning, mergers, and tax compliance. We use IRS/USPAP standards to ensure defensible valuations. Clients benefit from 30+ years of expertise and 3,500+ completed appraisals across diverse industries.
Expert Testimony
We offer expert witness testimony in divorce, bankruptcy, and tax litigation cases. Our principals have testified in federal courts and U.S. Bankruptcy Court. Clients gain from decades of courtroom experience and rigorous analysis of business damages and shareholder disputes.
Estate Tax Valuations
We specialize in IRS-compliant valuations for estate and gift tax purposes. Our team handles complex family limited partnerships and securities-based valuations. Clients receive detailed reports meeting audit standards, with expertise in revenue rulings and capitalization rates.
Transaction Support
We assist businesses in valuing assets for sales, acquisitions, and venture capital investments. Our analysis covers market approaches and discount models. Clients receive strategic insights to optimize deal structures and negotiate fair pricing.
Appraisal Reviews
Our appraisal review services evaluate third-party valuation reports for accuracy and compliance. We identify methodological flaws and ensure adherence to industry standards. Clients gain confidence in critical financial decisions through our peer-reviewed analysis.
People
John D. Ghee
President
John D. Ghee is a Master Certified Business Appraiser with 40+ years of experience in taxation and valuation. He has testified in federal courts and taught valuation courses to CPAs and attorneys. He holds a Florida real estate license and founded Operation Brave Kids, a veterans' charity.
Michelle E. Marvel
Principal
Michelle E. Marvel manages Florida operations and specializes in estate tax valuations. She holds ASA, CBA, and CVA credentials and has reviewed 2,000+ valuation reports. She received the IBA's Best Accredited Report award in 2008.
Leo J. DeLisi, Jr.
Principal (Retired)
Leo J. DeLisi co-founded the firm and served as an expert witness in bankruptcy and tax cases. He chaired the IBA Ethics Committee and taught valuation courses nationwide. He holds MCBA, ASA, and FACFEI designations and authored a book on business appraisal ethics.
Questions
How do you determine my business's value?
We analyze financial statements, market conditions, and comparable sales using IRS/USPAP standards. Our 30+ years of experience ensures accurate valuations for tax, litigation, or sale purposes.
What industries do you specialize in?
We serve 40+ industries including healthcare, manufacturing, retail, and professional services. Our 3,500+ valuations cover niche sectors like maritime and technology companies.
Do you provide court-admissible reports?
Yes, our principals have testified as expert witnesses in federal and state courts. We follow strict compliance standards for litigation and audit-ready documentation.
How long does a valuation take?
Most reports take 2-4 weeks depending on complexity. We offer expedited services for urgent needs while maintaining rigorous analysis and compliance standards.
What credentials do your appraisers hold?
Our team holds CVA, ASA, MCBA, and FACFEI designations from leading institutions like NACVA and the American Society of Appraisers, ensuring industry-recognized expertise.
Can you help with estate tax planning?
Yes, we specialize in IRS-compliant valuations for estates, including family limited partnerships and securities-based assets. Our reports minimize tax liabilities while meeting audit requirements.
