Atlanta Business Valuation, Litigation Support, Financial Reporting, and Advisory Services

How We Serve Atlanta

Our team provides expert services that can withstand rigorous scrutiny from the IRS, auditors, and courts. Whether you need appraisals for tax compliance, transaction planning, or dispute resolution, our credentialed professionals deliver thorough, well-documented valuations. Large and small privately-owned companies across industries and families benefit from our methodical approach to complex assignments.

We offer services in these core areas.

Estate and Gift Tax Valuations

Our estate and gift tax valuation services support wealth transfer strategies and help families navigate estate tax compliance, with detailed, IRS-aligned analysis. With decades of experience defending fair market value determinations at the initial audit and appellate levels, our team is well-versed in valuing operating businesses, investment partnerships, restricted stock, preferred freeze interests, and carried interest. Our proprietary Restricted Stock Study is a resource on lack-of-marketability discounts and reflects the depth of research our professionals bring to complex engagements.

Matrimonial Dissolution

We provide asset tracing, business valuations, lifestyle analysis, and expert testimony to help attorneys reach equitable resolutions in divorce cases. Our professionals also assist with prenuptial and postnuptial agreement review, financial affidavits, and settlement negotiations. For matters that move toward mediation or arbitration, our team applies the same analytical rigor as in courtroom proceedings, supporting attorneys and their clients from discovery through resolution.

Commercial Litigation and Forensic Accounting

Our litigation support service includes calculating financial damages, conducting economic analyses, and providing expert testimony in shareholder disputes and intellectual property matters. We also assist with breach-of-contract claims, employment disputes, insurance claims, and business interruption analyses. MPI’s professionals handle document review, data analysis, and expert report preparation, and are available to testify through deposition and cross-examination as the matter requires.

Corporate Valuation

Through our business valuation services in Atlanta, we help management teams and ownership groups make well-informed strategic decisions grounded in business appraisals. Our work covers ESOP compliance, Section 409A valuations, corporate conversions, reorganization transactions, shareholder redemptions, and intangible asset valuations, including trademarks, patents, and royalty income streams. Our professionals bring deep familiarity with these complex, high-stakes assignments.

Financial Reporting Valuations

Our financial reporting valuations service addresses ASC standards for purchase price allocations, impairment testing, and portfolio company valuations. MPI serves publicly traded and privately held companies across a broad range of compliance needs, including ASC 718 equity compensation plans, ASC 820 fair value measurement, ASC 805 business combinations, and ASC 350/360 impairment testing. Our professionals work closely with audit teams, corporate boards, and stakeholders to produce valuations prepared to hold up under close review.

Merger and Acquisition Advisory

We guide business owners through strategic alternatives and provide fairness opinions to support informed decision-making. Our advisory services also cover succession planning and sell-side and buy-side transaction work, with a focus on family-owned businesses. Organizations that bring MPI in earlier in the process tend to enter a transaction with a clearer picture of business value, well-organized financial information, and a defined set of strategic objectives.