Laura Markee, CFA, ASA

Professional Experience

Laura has specialized in business valuation since 1998. She has performed business appraisals in many industries for a variety of purposes, including estate tax reporting, gift tax reporting, litigation, divorce, owner succession planning, bankruptcy, stock compensation reporting and potential sale. She has successfully defended her opinions and value conclusions in court as an expert witness on numerous occasions. She provides business valuation services to a full range of companies, from the smallest local service business with sales of less than $200,000 to the largest car dealerships, grocery store chain, and food manufacturer with hundreds of millions in revenues.

Laura practices through her own firm of Morones Markee, LLC and previously spent six years with the West Coast accounting firm of Moss Adams LLP. Prior to 1998, she worked in corporate finance at the Frank Russell Company in Tacoma, Washington and at Bank of America (formerly Seafirst Bank). She began her career as an investment analyst at Continental Bank in Chicago, Illinois.

Professional Credentials and Education

Accredited Senior Appraiser (ASA) in Business Valuation, American Society of Appraisers
Chartered Financial Analyst (CFA) with the CFA Institute
Master in Business Administration, University of Washington (1993)
Bachelor of Arts in Economics, Wheaton College (1989)

Services Provided

Business valuation for buy-sell transactions, succession planning, gift or estate planning, general litigation or divorce
Economic loss analysis for litigation
Lost earnings analysis related to wrongful termination or wrongful death
Valuation of partial interests in real estate
Valuation of private party notes receivable

Selected Business Valuations

Annual valuations for an Oregon grocery chain with revenues of over $500 million for stock price determination
Over 40 automobile dealership valuations including a local dealership with sales of over $400 million
Valuation of a local green startup company that sells retail products for stock compensation reporting
Valuation of a local, well-known, well-established restaurant chain valued at $30 million
Value of private party notes with a face value in excess of $5 million for estate tax reporting purposes
Valuation of a local lumber company with revenues of $30 million
Valuation of a local courier and logistic services business with revenues of $10 million
Local branding and advertising agency, revenues of $6 million
Numerous family limited partnerships, assets ranging in size from $1 million to $30 million or more
Hotel and family restaurant, revenues $3 million
Electronic component manufacturer, revenues of $2 million
Valuations of private party notes receivable
Valuations of partial interests in real estate

Testimony

Babak Mohammadi v. Hannah Motor Co. et al, Multnomah County, Oregon 2011 (Shareholder Dispute and Lost Earnings Analysis)
Oram v. Dolan, Clark County, Washington 2011 (Shareholder Dispute)
Martin v. Martin, Clark County, Washington, 2010 (Marital Dissolution)
Sherwood Business Park v. Taggart et al., Washington County, Oregon, 2010 (Shareholder Dispute)
Rolli v. Rolli, Clackamas County, Oregon, 2010 (Marital Dissolution)
Berg v. Berg, Jackson County, Oregon, 2009 (Marital Dissolution)
Ausland v. Ausland, Josephine County, Oregon, 2008 (Marital Dissolution)
Philpott and Philpott, Lane County, Oregon, 2007 (Marital Dissolution)
Astoria Plumbing and Tile, Inc. v. Theodore Hettervig, Clatsop County, Oregon 2007
Susan Souvenir v. Kay and Malcolm Meredith, Columbia County, Oregon, 2006
Bradley Crement and Paulette Crement v. Howard Scalone, D.O., Multnomah County, Oregon, 2005

Membership/Community

Positions Held

Vice President, Portland chapter of the American Society of Appraisers (2010-present)
Treasurer, Portland chapter of the American Society of Appraisers (2008-2010)

Professional Memberships

American Society of Appraisers
CFA Institute
CFA Society of Portland

Email Laura.

Laura Markee

Laura’s bio is available for download as a PDF file.