Speaking Engagements

The Transaction of a Lifetime - Hosted By Morgan Stanley

October 5, 2016 – Renaissance Woodbridge Hotel - Iselin, NJ

Daniel Kerrigan of MPI will discuss the state of the M&A market and transaction opportunities for the lower middle-market companies.

Speakers: Daniel Kerrigan

The 51st Annual Southern Federal Tax Institute

September 23, 2016 – Grand Hyatt Atlanta in Buckhead – Atlanta, GA

Daniel Kerrigan will offer his perspective on the recently proposed changes to IRC Section 2704, including a review of the potential impact on valuations going forward..

Speakers: Daniel Kerrigan

Northeastern University - College of Business Administration

April 8, 2016 – Northeastern University - Boston, MA

MPI is pleased to be presenting on the topic of "Understanding Family Enterprise" and will be represented by Daniel Kerrigan and Elliot Rotstein.

Speakers: Daniel Kerrigan and Elliot Rotstein

Tech Leaders of Delaware Valley

March 17, 2016 – The Doubletree Hotel - Mount Laurel, NJ

MPI is pleased to be presenting at this event and will be represented by Bjørn Midtlyng

Speakers: Bjørn Midtlyng

The UNH Center for Family Business

March 2, 2016 – The Derryfield Country Club - Manchester, NH

MPI is pleased to be presenting at this event and will be represented by Elliot Rotstein

Speakers: Elliot Rotstein

Entrepreneur Seminar: How Much is Your Business Worth?

February 4, 2016 –

MPI is pleased to be presenting at this event and will be represented by Daniel Kerrigan & Mark Lingerfield

Speakers: Daniel Kerrigan & Mark Lingerfield

Recent Blog Posts

On Your Deathbed, You Will Receive a Phantom Asset

By Todd G. Povlich, CFA, ASA, | November 3, 2016
Tags: Section 2704

There are many famous lines in the movie Caddyshack, the 1980 sports comedy film starring Chevy Chase, Rodney Dangerfield, Ted Knight and Bill Murray. Among them is the exchange…

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Delaware Court Determines ISN Value, Despite Divergent Expert Opinions

The Delaware Court of Chancery recently determined the value of ISN Software Corporation stock to be $98,783 per share, 158% more than the merger price. ISN did not rely on a…

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Fairness Opinions & Their Applications for Closely-Held Entities

In general, a fairness opinion is an analysis conducted by a third party valuation firm or investment bank that assesses whether the terms of a transaction are fair, from a financial…

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Florida Fellows Institute - ACTEC

February 2-February 3, 2017 – Stetson University College of Law - Tampa, FL

Attendees: Roy Meyers

2017 NYSBA Annual Meeting

January 23-January 27, 2017 – New York Hilton Midtown – New York, NY

Attendees: John Varga and Todd Povlich

The East Coast Estate Planning Council

January 17, 2017 – BallenIsles Country Club – Palm Beach Gardens, FL

Attendees: Roy Meyers

Central Florida Estate Planning Council

January 12, 2017 – The Citrus Club – Orlando, FL

Attendees: Roy Meyers

51st Annual Heckerling Institute on Estate Planning

January 9-January 13, 2017 – Orlando World Center Marriott Resort & Convention Center – Orlando, FL

Attendees: Dan KerriganElliot RotsteinJohn VargaMark LingerfieldRoy MeyersTadd Lindsay and Todd Povlich

2016 ACTEC MO-KAN Regional Meeting

December 2-December 4, 2016 – Kansas City, MO

Attendees: Tadd Lindsay

2016 Delaware Trust Conference – Delaware Bankers Association

October 25-October 26, 2016 – Chase Center on the Riverfront - Wilmington, DE

Attendees: Dan Kerrigan, Mark Lingerfield & Todd Povlich

ACTEC 2016 Fall Meeting

October 20-October 23, 2016 – Charleston Place – Charleston, SC

Attendees: Mark Lingerfield

Fall Meeting of the Trusts and Estates Law Section – NYSBA

October 6-October 7, 2016 – The Gideon Putnam - Saratoga Springs, NY

Attendees: John Varga & Todd Povlich

National Trust Closely Held Business Association – NTCHBA

October 3-October 6, 2016 – Wild Dunes Resort – Isle of Palms, SC

Attendees: Todd Povlich

American Bar Association - Section of Taxation 2016 Joint Fall Meeting

September 29-October 1, 2016 – Westin Boston Waterfront - Boston, MA

Attendees: Elliot Rotstein

Indiana State Bar Association Annual Meeting

September 28-September 30, 2016 – Indianapolis, IN

Attendees: Tadd Lindsay

2016 ACTEC Connecticut Fellows Reception & Dinner

September 22, 2016 – New Haven Lawn Club – New Haven, CT

Attendees: Elliot Rotstein

The 51st Annual Southern Federal Tax Institute

September 19-September 23, 2016 – Grand Hyatt Atlanta in Buckhead – Atlanta, GA

Attendees: Dan Kerrigan, Mark Lingerfield and Roy Meyers

2016 Mid-Atlantic Regional Meeting – ACTEC

September 16-September 18, 2016 – Hotel du Pont – Wilmington, DE

Attendees: Mark Lingerfield & Todd Povlich

Estate and Business Planning Council of Hartford - EBPC

September 7, 2016 – West Hartford, CT

Attendees: Dan Kerrigan & Elliot Rotstein

University of Kentucky School of Law - 42nd Annual Midwest/Midsouth Estate Planning Institute

July 28-July 29, 2016 – Marriott Griffin Gate Resort – Lexington, KY

Attendees: Tadd Lindsay