Business Valuation, Litigation Support & Advisory for Private Companies

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Your source for trusted and thoughtful business valuation, litigation support and advisory services.

MPI, a prestigious national consulting firm founded in 1939, specializes in business valuation, forensic accounting, litigation support and corporate advisory work. MPI provides fairness opinions, sell-side and buy-side advisory services through its investment banking affiliate MPI Securities, Inc. MPI conducts every project as if it is going to face the highest level of scrutiny, and its senior professionals have extensive experience presenting and defending work product in front of financial statement auditors, management teams, corporate boards and fiduciaries, the IRS, other government agencies, and in various courts.

Your source for trusted and thoughtful business valuation, litigation support and advisory services.

MPI, a prestigious national consulting firm founded in 1939, specializes in business valuation, forensic accounting, litigation support and corporate advisory work. MPI provides fairness opinions, sell-side and buy-side advisory services through its investment banking affiliate MPI Securities, Inc. MPI conducts every project as if it is going to face the highest level of scrutiny, and its senior professionals have extensive experience presenting and defending work product in front of financial statement auditors, management teams, corporate boards and fiduciaries, the IRS, other government agencies, and in various courts.

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Our Services

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Trust and Estate Business Valuations

MPI has extensive experience preparing business valuations for gift and estate tax reporting purposes. A third-party business valuation is needed to document and substantiate the Fair Market Value of an interest transferred by the owner of an operating business, investment partnership or other illiquid security to family members or trusts for their benefit. Due to regular and close scrutiny by the Internal Revenue Service and other taxing authorities, these transactions must be supported by qualified appraisal reports prepared by credentialed business appraisers. Appraisals that do not meet required reporting standards and/or contain results that cannot be supported under scrutiny can generate adverse outcomes for taxpayers, including unexpected taxes and penalties for underpayment or negligence.

Our firm’s gift, estate and income tax-related valuations are thorough, detailed and defensible. Appraisals prepared in this context must consider the latest developments within the Internal Revenue Code, state law, Treasury regulations and case law so that we can put forth a work product that is compliant and addresses the most recent concerns raised by taxing authorities and relevant courts. MPI works regularly with closely held business owners to settle estate and gift tax disputes and resolve litigation amongst estate beneficiaries. MPI’s valuations have faced and withstood IRS scrutiny for over 80 years, and MPI’s experts are willing and able to testify to their valuation work in courts of law when necessary.

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Matrimonial Dissolution

Matrimonial litigation can be quite complex, spanning a wide range of complicated financial matters and often requiring multi-disciplinary expertise. MPI’s team of experts has experience to provide the multitude of services typically needed in complicated matrimonial dissolution matters. Our analyses are designed to meet the highest standards, and our professionals regularly testify in marital dissolution hearings in support of their findings. Matrimonial services include, but are not limited to:

  • Asset tracing
  • Business valuation and other closely held asset analyses
  • Lifestyle analyses
  • Income analyses to determine support levels
  • Forensic accounting services
  • Expert rebuttal or consultation services
  • Expert testimony

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Commercial Litigation and Forensic Accounting

MPI is a leading firm for attorneys nationwide, with experience calculating financial damages and performing other economic analyses.

The services provided by our forensic professionals include:

  • Documentation discovery and requirements
  • Document appraisal
  • Data analysis
  • Expert report analysis of findings and conclusions
  • Deposition and trial testimony

MPI stands behind our findings and is confident in our testimony whether it be supporting or refuting legal arguments with accurate financial evidence.

LEARN MORE

Corporate Valuations

MPI’s Corporate Valuation team is focused on guiding management teams and ownership of middle market and large corporate businesses through tax and other strategic decisions that require a valuation. Our corporate valuation services include, among others:

  • Corporate conversions/status changes
  • Employee stock ownership plans (ESOPs)
  • Equity-Based Incentive Plans
  • Purchases of private company stock
  • Reorganization/restructuring transactions
  • Section 409a compliance
  • Transfers of intangible assets
  • Other corporate valuation consulting

LEARN MORE

Merger and Acquisition Advisory and Fairness Opinions

Too often business owners undertake the task of trying to sell their business or decide the next course of action in their company’s life cycle with little or no professional help. Business owners and managers can benefit immensely from the advice and insight of an objective party as they consider important strategic and financial opportunities. With over eight decades of service to leading companies in a wide array of industries, MPI has assisted clients in managing complex financial matters and transactions by providing the following transaction advisory services:

  • Merger and acquisition advisory services are provided by MPI Securities, Inc. (member FINRA and SIPC)
  • Pre-Transaction Planning and Advice
  • Evaluation of Strategic Alternatives
  • Fairness Opinions
  • Acquisition, joint venture, and divestiture modeling

Merger and acquisition advisory services are provided by MPI Securities, Inc. (member FINRA and SIPC), an affiliate of Management Planning, Inc.

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MPI’s Financial Reporting team is focused on guiding management teams and ownership of middle market and large corporate businesses through financial reporting matters that require valuation assistance.

Our financial reporting valuation services include, among others:

LEARN MORE

Trust and Estate Business Valuations

Trust and Estate Business Valuations

MPI has extensive experience preparing business valuations for gift and estate tax reporting purposes. A third-party business valuation is needed to document and substantiate the Fair Market Value of an interest transferred by the owner of an operating business, investment partnership or other illiquid security to family members or trusts for their benefit. Due to regular and close scrutiny by the Internal Revenue Service and other taxing authorities, these transactions must be supported by qualified appraisal reports prepared by credentialed business appraisers. Appraisals that do not meet required reporting standards and/or contain results that cannot be supported under scrutiny can generate adverse outcomes for taxpayers, including unexpected taxes and penalties for underpayment or negligence.

Our firm’s gift, estate and income tax-related valuations are thorough, detailed and defensible. Appraisals prepared in this context must consider the latest developments within the Internal Revenue Code, state law, Treasury regulations and case law so that we can put forth a work product that is compliant and addresses the most recent concerns raised by taxing authorities and relevant courts. MPI works regularly with closely held business owners to settle estate and gift tax disputes and resolve litigation amongst estate beneficiaries. MPI’s valuations have faced and withstood IRS scrutiny for over 80 years, and MPI’s experts are willing and able to testify to their valuation work in courts of law when necessary.

LEARN MORE

Matrimonial Dissolution

Matrimonial Dissolution

Matrimonial litigation can be quite complex, spanning a wide range of complicated financial matters and often requiring multi-disciplinary expertise. MPI’s team of experts has experience to provide the multitude of services typically needed in complicated matrimonial dissolution matters. Our analyses are designed to meet the highest standards, and our professionals regularly testify in marital dissolution hearings in support of their findings. Matrimonial services include, but are not limited to:

  • Asset tracing
  • Business valuation and other closely held asset analyses
  • Lifestyle analyses
  • Income analyses to determine support levels
  • Forensic accounting services
  • Expert rebuttal or consultation services
  • Expert testimony

LEARN MORE

Commercial Litigation & Forensic Accounting

Commercial Litigation and Forensic Accounting

MPI is a leading firm for attorneys nationwide, with experience calculating financial damages and performing other economic analyses.

The services provided by our forensic professionals include:

  • Documentation discovery and requirements
  • Document appraisal
  • Data analysis
  • Expert report analysis of findings and conclusions
  • Deposition and trial testimony

MPI stands behind our findings and is confident in our testimony whether it be supporting or refuting legal arguments with accurate financial evidence.

LEARN MORE

Corporate Valuations

Corporate Valuations

MPI’s Corporate Valuation team is focused on guiding management teams and ownership of middle market and large corporate businesses through tax and other strategic decisions that require a valuation. Our corporate valuation services include, among others:

  • Corporate conversions/status changes
  • Employee stock ownership plans (ESOPs)
  • Equity-Based Incentive Plans
  • Purchases of private company stock
  • Reorganization/restructuring transactions
  • Section 409a compliance
  • Transfers of intangible assets
  • Other corporate valuation consulting

LEARN MORE

Merger & Acquisition Advisory and Fairness Opinions

Merger and Acquisition Advisory and Fairness Opinions

Too often business owners undertake the task of trying to sell their business or decide the next course of action in their company’s life cycle with little or no professional help. Business owners and managers can benefit immensely from the advice and insight of an objective party as they consider important strategic and financial opportunities. With over eight decades of service to leading companies in a wide array of industries, MPI has assisted clients in managing complex financial matters and transactions by providing the following transaction advisory services:

  • Merger and acquisition advisory services are provided by MPI Securities, Inc. (member FINRA and SIPC)
  • Pre-Transaction Planning and Advice
  • Evaluation of Strategic Alternatives
  • Fairness Opinions
  • Acquisition, joint venture, and divestiture modeling

Merger and acquisition advisory services are provided by MPI Securities, Inc. (member FINRA and SIPC), an affiliate of Management Planning, Inc.

LEARN MORE

Financial Reporting Valuations

MPI’s Financial Reporting team is focused on guiding management teams and ownership of middle market and large corporate businesses through financial reporting matters that require valuation assistance.

Our financial reporting valuation services include, among others:

LEARN MORE

Reliable Service for More Than 80 Years

Since 1939, MPI has consistently delivered informed and dependable business valuation and advisory services to clients nationwide. Our advisors provide accurate and reliable valuations and advisory services to:

  • Business owners
  • CFOs and CPAs
  • Attorneys and advisors
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Over the last 80-plus years, our firm has helped owners, executives and board members make informed financial decisions and maintain financial compliance. We are national valuation consultants specializing in valuation services for tax and litigation purposes. MPI forensic accounting and litigation specialists appear regularly as expert witnesses in federal, state and local courts. MPI routinely testifies on business valuation litigation and non-litigation matters. Our firm works closely with attorneys from across the country.

Valuation services by MPI reach the highest standards of the IRS and the Big 4 accounting firms. MPI professionals have prepared and defended valuations to the IRS from the initial to the appellate level. MPI valuations for public and private companies consistently withstand IRS audits. Our valuations are accepted as-filed at a high rate, and we offer objective business advice based on meticulous research, rigorous evaluation and in-depth financial analysis. Private and public companies from all 50 states choose MPI for advice on corporate conversions, succession planning, strategic decision-making and more.

Learn More About Our Firm

Hear What Our Clients Say About Us:

“The team at MPI consists of professionals of high caliber. They know the technical stuff cold. But more importantly, they understand where their work
fits into the bigger picture.”

− mpi client

Our Office Locations

Get in Touch with our Boston Team:

77 Franklin Street, Suite 403
Boston, MA 02110
(617) 892-6078

Contact: Elliot Rotstein, CAP®

Get in Touch with our Chicago Team:

203 North LaSalle Street, Suite 2100
Chicago, IL 60601
(312) 214-2299

Contact: Tadd A. Lindsay

Get in Touch with our MPI Headquarters:

1000 Lenox Drive
Lawrenceville, NJ 08648
(609) 924-4200

Contact: Mark E. Lingerfield, ASA
Joseph C. Hassan, CFA, ASA

Get in Touch with our New York Team:

10 Grand Central (155 E. 44th Street), Suite 1905
New York , New York 10017
(212) 935-4422

Contact: Daniel M. Kerrigan, CFA
Todd G. Povlich, ASA
John L. Varga, ASA

Get in Touch with our Orlando Team:

5401 S. Kirkman Road, Suite 310
Orlando, Florida 32819
(407) 599-0060

Contact: Roy Meyers, CFA, ASA

Get in Touch with our Philadelphia Team:

Two Logan Square, 100 N. 18th Street, Suite 300
Philadelphia, Pennsylvania 19103
(267) 233-5033

Contact: Mark Lingerfield, ASA
Tracey M. Jasey

Get in Touch with our Connecticut Team:

1720 Post Road East, Suite 214C
Westport, CT 06880
203-893-4244

Contact: William Murray, CPA/ABV/CFF, ASA

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