A Rich Heritage of Unparalleled Expertise

MPI (Management Planning Inc.) is a business valuation, litigation support, forensic accounting and M&A advisory firm providing valuations for a variety of tax, financial reporting, litigation and other business applications, as well as corporate advisory services to business owners and their representatives.

MPI has over 80 years of experience preparing Business Valuations for estate and gift tax planning and estate tax administration matters. MPI’s work product is used as the foundation for succession planning strategies implemented by advisors for numerous types of businesses and assets. MPI has decades of experience presenting and defending its work product to IRS agents and engineers at the initial audit and appellate levels. Our valuation conclusions have withstood scrutiny under audit and been accepted as filed at a high rate, which has the effect of helping clients avoid the perils and costs of tax court or ongoing tax disputes with the IRS.

MPI is routinely engaged for Litigation Support and expert witness testimony for business valuation matters in a litigation context. When needed, MPI’s senior professionals have appeared as expert witnesses in the U.S. Tax Court, U.S. District Court, U.S. Claims Court, state courts, domestic relations courts, before governmental agencies, and in arbitration tribunals on numerous occasions.

For our Financial Reporting Valuation clients, we provide a rigorous analysis justifying our Fair Value conclusions for both private and public companies. MPI helps financial officers resolve fair value reporting issues successfully and in a timely manner. Our staff is accustomed to the financial statement audit process and has worked with and presented their results to national and regional accounting firms.

Our Corporate Advisory and Transaction team provides objective advice based on solid business, economic and financial analysis. This advice can be invaluable as owners and executives contemplate important strategic and financial opportunities. With 80+ years of experience helping business owners throughout the lifecycle of ownership, MPI is prepared to assist clients in a variety of complex financial matters and transactions.

Let our 80+ years of experience help advise you

Contact Us Today

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

Publications

view all publications

By Laura E. Anastasio, ASA, CEIV

Valuation of Intangible Assets

By Todd Povlich, ASA

Estate Planning for Private Fund Principals**COVID-19 Crisis Considerations**

By Koji Bratcher, ASA & Joseph C. Hassan, CFA, ASA

Corporate Planning: Navigating “Value” in Times of Choppy Market Activity

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