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Member Bio

Erin Hollis, ASA

 

Email: ehollis@marshall-stevens.com

Contact Information:
1370 Lawrence Ave.
Lake Forest, IL 60045
View address on a map

1 (312) 2238477


Appraiser Profile:

Since 2000, Ms. Hollis has experience in valuation services in both the United States and Canada for various valuation purposes, including gift & estate tax determinations, estate planning, succession planning, retirement/exit strategy planning, reorganization, recapitalization, corporate dissolution, financial opinions of fractional equity interests, shareholder buy-outs/buy-ins, family limited partnerships, ESOPs, buy-sell/shareholder/partnership agreements, family business disputes, marital dissolution, mergers & acquisitions, third-party or related-party sale, capital infusion, third-party investor purposes, transfer pricing, and distressed business valuations. 

She is experienced in a multitude of business industries, including auto dealerships, contractors, trucking/transportation, manufacturing, distribution, retail, wholesale, agriculture, aviation fixed-based operator, aerospace, agricultural aviation, and technology, and architecture, engineering, consulting, and other professional service industries.  

Ms. Hollis is also experienced in transfer pricing, including the analysis of cross-border intercompany transactions for multinational companies involving tangible goods, services, and intangible properties using advanced economic and valuation models. She conducts analyses involving foreign, domestic and state taxing authorities, and assist clients and advisors on transfer pricing controversy, including support in the context of advance pricing agreements, intercompany agreements, and transfer pricing audits. 

Testimony Experience

  • Third Judicial Circuit, Madison County, IL, 2011
  • 97th Judicial District, Archer County, TX, 2010
  • 19th Judicial District, Lake County, IL, 2009
  • American Arbitration Association, Wichita County, TX, 2008
  • 19th Judicial District, Lake County, IL, 2007
  • Court of Common Pleas of Lebanon County, PA, 2006
  • Chancery Division, Cook County, IL 2003

Education/Growth & Development

  • BS, Michigan State University, December 1998
  • BA, Michigan State University, August 2000
  • Master’s in Accounting, December 2005
  • Completed all requirements to sit for the CPA exam
  • Accredited Senior Appraiser (ASA)
  • American Society of Appraisers (ASA) BV Committee – Member, July 2011 – current
  • Past President Chicago Chapter of the American Society of Appraisers 2012-2013
  • The ESOP Association – Member and Associate Member of the Valuation Advisory Committee
  • National Center for Employee Ownership (NCEO) – Member 
  • Certified in Distress Business Valuation (CDBV)
  • Association of Insolvency & Restructuring Advisors (AIRA) – Member
  • Established author of articles for various industry and professional publications

Recent Speaking Engagements

  • 2015 Las Vegas Conference and Trade Show, November 12-13, The ESOP Association, “The Basics of ESOP Valuation
  • Exclusive Professional Women’s Networking Group:  “The Dollars and Sense of Being in Business”, Chicago, Illinois, October 22, 2015, “Is Your Company an Attractive Investment?
  • 2015 American Society of Appraisers Advanced Business Conference, Las Vegas, Nevada, October 18-21, “Why Does the DOL Hate Us? Understanding the Regulatory Challenges Facing ESOP Appraisers
  • 2015 American Society of Appraisers Advanced Business Conference, Las Vegas, Nevada, October 18-21, “Ask the Experts
  • 2011 American Society of Appraisers Advanced Business Conference, Chicago, Illinois, October 10-12, “Ask the Experts 

Recent Publications

“Divorce and the Closely-Held California Business Owner” Contra Costa Lawyer, May 2015

“Splitsville – Divorce and the Closely-Held Business Owner” Texas Bar Journal, April 2015

ESOPs:  An Attractive Strategy for Liquidity” Marshall & Stevens Online, January 2015

 “Divorce and the Closely-Held New Mexico Business Owner New Mexico Bar Bulletin, October 29, 2014

 “11 Tips to Increase Your Company’s Value” Print Solutions, October 2014

Divorce and the Closely-Held Business Owner” Arizona Attorney, September 2014

"Divorce and the Closely-Held Business Owner" Maine Bar Journal, August 2014

"Divorce and the Closely-Held Business Owner" Toledo Bar Association, March 2014

"Divorce and the Closely-Held Business Owner" Family Law Section of the North Carolina Bar Association, March 2014