Marcum LLP provides a full range of tax, accounting, and advisory services, including financial, risk, and transaction advisory services, valuation, forensic, and litigation services, technology consulting, and managed services.

Marcum LLP

Potomac Wealth Advisors, LLC provides financial advisory services focused on helping clients navigate complex financial situations, including career changes, divorce, and retirement planning. The firm is self-described as nationally recognized and fully independent.

Potomac Wealth Advisors, LLC

VAL-U Advisory provides consulting services primarily in project and program management, pharma business development, cost and supply chain improvement, and management consulting.

VAL-U Advisory

FragFina provides objective financial consulting across various financial topics, including retirement planning, investment advice, and mortgage consulting.

FragFina

Marcum LLP provides a full spectrum of traditional tax, accounting, and assurance services; financial, risk, and transaction advisory services; valuation, forensic and litigation services; technology consulting and managed services.

Accounting

Marcum's Assurance Services

Marcum's Alternative Investment Group

Marcum's Tax Services

Tax & Business Services

Marcum LLP | 47,516 followers on LinkedIn. As of November 1, 2024, Marcum has been acquired by CBIZ. CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.

Jules Seshens

Principal-in-Charge, CFO-Led Services (Boston, Providence & Portland) at Marcum LLP

David Chapman

Litigation Advisory Services, National Leader at Marcum LLP

Bill Scally, CFA

Chris Johnson

Marcum is now part of the CBIZ team! 🤝 Together, we're introducing innovative solutions and services, bringing the agility and coverage needed to support our clients, all across the country. Here's to new beginnings and enhanced collaboration! #FollowCBIZ to continue to follow our story and find our press release to learn more: https://ow.ly/54zV50TXTJG #OneCBIZ #StrongerTogether

With Marcum now part of the CBIZ team, you have access to one of the nation’s largest providers of accounting, tax, advisory, insurance, benefits & technology. To stay up-to-date with our latest news, client success stories, and industry insights, make sure to #FollowCBIZ on LinkedIn. We’ll continue to deliver the expert content you’ve come to expect—now with even more in-depth insights, resources, and expertise! Click here to follow CBIZ: https://ow.ly/jE8Y50TWnBX #TeamCBIZ #StrongerTogether

Earlier this week Marcum hosted another successful Ohio Construction Summit! A sincere thank you to our exceptional speakers for their invaluable insights and to our amazing sponsors—your support makes this event possible. #AskMarcum #ConstructionIndustry

🎃👻 Our Marcum associates went all out for #Halloween with some amazing costumes! From spooky to creative, everyone brought their A-game to our Halloween festivities. Check out these fantastic outfits and join us in celebrating the fun and creativity of our team. #HappyHalloween ! #AskMarcum #marcumeverywhere

Our St. Louis office got into the spooky spirit yesterday with a Halloween Costume Contest and Chili Cook-Off! Partners and associates showcased their culinary skills with their best homemade chili recipes, and everyone had the chance to vote for their favorite costume and chili. Plus, the fun didn't stop there—candy was brought in for a festive "trick or treating" experience around the office. #AskMarcum #Halloween

👻🎃 Happy Halloween from all of us at Marcum! Wishing you a spook-tacular day filled with fun, fright, and lots of candy. #AskMarcum #HappyHalloween #Halloween

Exciting News! Marcum has been recognized as one of the top 25 internship programs in the accounting space by Vault! We're proud to offer an exceptional experience that fosters learning and growth. Thank you to our amazing team and interns for making this possible! #AskMarcum

The FEC regulates the use of the contributions and the limits of those contributions made to #politicalcampaigns . It also requires reporting of the campaign’s receipts and expenditures. Nicole Donecker, CPA, CVA, CAMS provides insight into political campaign limitations and campaign finance fraud. #AskMarcum #CampaignFraud

As 2024 comes to an end, staying ahead of the ever-evolving tax landscape is crucial. Join us as we guide you through the latest election and #taxupdates and key planning strategies. Whether you’re an individual taxpayer, business owner or tax professional, this session will help you navigate the complexities of 2025 #taxplanning . Register here: https://hubs.ly/Q02VvmXj0 #AskMarcum

In business, efficiency and agility are not just advantages; they are necessities. Learn how a collaboration with an outsourced back-office accounting service provider brings a multitude of benefits that extend beyond mere number crunching. #AskMarcum #OutsourcedAccountingServices

Metric
Company Name	Marcum LLP	Potomac Wealth Advisors, LLC	VAL-U Advisory	FragFina
Symbol
MSH ID	COM:MARCUMLLP	COM:POTOMACWEALTH	COM:VALUADVISORY	DE:FRAGFINA
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Commercial & Professional Services	Financial Services & Finance	Commercial & Professional Services	Financial Services & Finance
Industry	Accounting & Consulting	Financial Advisory	Management Consulting	Financial Services
Country	US	US	BE	DE
Stage
Employee Count
Website	marcumllp.com	potomacwealth.com	valuadvisory.com	fragfina.de
LinkedIn	marcum-llp			fragfina
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic	91.47K	18.01K
Web Traffic Growth	-0.22	-0.44
Valuation
Raised Capital

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Revenue (LTM)
Revenue (NTM)
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EBITDA
Operating Income
Net Income
EPS
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Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

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Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:MARCUMLLP

Marcum LLP

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

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P/E Ratio
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Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

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Days Sales Outstanding
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Asset Turnover

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Operating Cash Flow/Sales
Free Cash Flow Yield

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Cash & Equivalents
Accounts Receivable
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Goodwill
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Debt to Assets
Current Ratio
Quick Ratio

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Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue