Speaking Engagements

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

The Transaction of a Lifetime - Hosted By Morgan Stanley

June 22, 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

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

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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MPI Comments on Proposed IRS Regulations

After more than a year of speculation and rumors, on August 4, the Internal Revenue Service (“IRS”) issued proposed regulations under Internal Revenue Code §2704 (the “Proposed…

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MPI Welcomes New Employees

MPI announces the addition of seven new faces to our team. These team members will be working closely with our senior staff to provide analytical support required on client related…

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Events

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

Florida Bar RPPTL – 2016 Legislative Update

July 27-July 28, 2016 – The Breakers - Palm Beach, FL

Attendees: Roy Meyers

Florida Bar Tax Section – 2016 Organizational Meeting

July 1-July 5, 2016 – Omni Resorts Amelia Island Plantation – Amelia Island, FL

Attendees: Roy Meyers

CFMA's Annual Conference & Exhibition

June 25-June 29, 2016 – JW Marriott San Antonio Hill Country Resort & Spa – San Antonio, TX

Attendees: Roy Meyers