Management Planning, Inc. (MPI) is a trusted valuation partner for business owners, accountants and attorneys in the Boston area and the Northeast. Our firm has a history of excellence that spans over 85 years. Contact our Boston office to learn more about the services we can provide.
MPI Services Include:
- Business Valuations
- Transaction Advisory
- Matrimonial Dissolution Support
- Trust, Gift and Estate Business Valuations
- Commercial Litigation Support and Forensic Accounting
- Fairness Opinions
- Financial Reporting Valuations
- Appraisals to Support Charitable Gifts
Contact Us
Corporate Valuation Services
For over 85 years, MPI has been providing rigorously prepared and thoroughly documented business appraisals for clients and their advisors in the Boston area.
Advisory Services
MPI’s advisory team works with Boston area family-owned businesses, boards of privately-owned companies, as well as advisors to these groups to help the group achieve its goal. Whether assisting the business owner evaluate his future, or assist a board with a legal opinion necessary to close a major transaction, MPI’s advisory team has the experience to help.
Financial Report Valuation Services
Both publicly traded and privately held Boston area companies face many challenges in ensuring compliance with ever-changing financial reporting standards. MPI has decades of experience in enabling financial executives to comport with today’s complex financial reporting environment.
Forensic Accounting Services for Litigation Support
MPI’s litigation support services leverage specialized forensic accounting efforts to strengthen our clients’ cases. As a forensic accounting partner, our team will compile relevant financial data and present findings in concise reports. These services yield the monetary figures clients need to express the financial impact of the matter at hand. Our advisors explain how the findings are relative to the case and can work with your legal team to discuss their use during litigation.
Matrimonial Dissolution Services
We can use our financial valuation capabilities to aid in matrimonial dissolution processes. Our financial discovery findings can provide transparency during the legal process.
Estate and Gift Tax Business Valuation Services
For over 85 years, MPI has been providing rigorously prepared and thoroughly documented business appraisals and valuations for its Boston area clients. With our roots in estate valuation and gift tax valuation, MPI counts many of the country’s wealthiest families and largest privately owned businesses as clients. Our valuation and advisory work is regularly relied upon by these clients and their teams of expert advisors when the planning is complex and the stakes are at their highest.
Partner With the MPI Team
Mark Lingerfield, ASA – Managing Director
Direct (609) 955-5738 mlingerfield@mpival.com
101 Arch Street 8th Floor Boston, MA 02110