Private Client Bulletin
Commentary and Insights for Business Owners and their Advisers Fall 2016

A fairness opinion is a powerful method to protect boards of directors from transaction-related liability. While MPI has provided fairness opinions for numerous traditional buyout transactions, this report spotlights some of the less common situations MPI has come across in reviewing transactions involving closely-held entities.

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Proposed Section 2704 Regulations

Proposed Section 2704 Regulations

New proposed regulations, released in August 2016, would impose major restrictions on valuation discounts and result in significant changes in the valuation of interests of many family-controlled entities for estate, gift, and generation-skipping transfer tax purposes.

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Hybrid Valuation Model Used for Dell Value

Hybrid Valuation Model Used for Dell Value

A recent court ruling determined that a stock buyout offer from founder Michael Dell and Silver Lake Partners was well below the fair price of the computer company’s shares. MPI gleans insight from the published opinion, which speaks to critical valuation parameters.

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Trends & Transactions in the Healthcare Industry

Trends & Transactions in the Healthcare Industry

Read the latest news and trends impacting the healthcare industry as well as relevant transactions and market data in this recent market report from MPI.

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Our NYC Office Has Moved!

Our NYC Office Has Moved!

We’ve expanded our NYC office and moved to a larger space. Come visit our new location at 708 Third Avenue or contact Todd Povlich to set up a time to meet.

MPI Welcomes New Associates

MPI Welcomes New Associates

MPI has seven recent additions to our team. These team members will be working closely with our senior staff to provide analytical support required on client related engagements in our Tax-Based Valuations, Transaction Advisory, Financial Reporting and Litigation Support business.

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MPI at an Event Near You

MPI at an Event Near You

Come meet MPI at these upcoming events, including ACTEC regional meetings and various Trust and Estate, bar association and bar tax meetings.

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