Management Planning, Inc. (MPI) is a trusted valuation partner for business owners, accountants and attorneys in the Chicago area and the Midwest. Our firm has a history of excellence that spans over 85 years. Contact our Chicago office to discuss and learn more about the services we can provide.
MPI Services Include:
- Trust, Gift and Estate Business Valuations
- Business Valuations
- Commercial Litigation Support and Forensic Accounting
- Transaction Advisory
- Fairness Opinions
- Matrimonial Dissolution Support
- Financial Reporting Valuations
- Appraisals to support Charitable Donations
Contact Us
Gift and Estate Tax Business Valuation Services
The common denominator of MPI’s tax-based work centers on the determination and defense of fair market value. Our analytical and client service teams are led by seasoned and credentialed professionals who have years of experience appraising the value of businesses. MPI has eight decades of experience presenting and defending our work product before IRS agents and engineers at the initial audit and appellate levels.
Business Valuation Services
MPI has decades of experience in guiding Chicago area and Midwest management teams and ownership groups of middle market and large corporate businesses through tax and financial reporting matters and other strategic decisions that require a valuation.
Litigation Support Services
Commercial disputes may involve multiple stages and follow a multitude of paths of resolution. MPI’s team of valuation, damages and forensic accounting professionals has the practical experience to assist Chicago area clients throughout the major stages within the dispute cycle, including case assessment, discovery, development of an independent opinion of value or damages, trial preparation and expert
Advisory Services
MPI provides fairness opinions and valuation opinions, as well as sell-side and buy-side advisory services. MPI has focused on serving Chicago area family-owned business over a broad range of industries for over 85 years. Over that span, we have developed an understanding of the challenges and opportunities unique to these companies and their owners. These perspectives are critical when the discussion turns toward the exploration of a liquidity event or a major strategic initiative.
Matrimonial Dissolution Services
During what can be an emotional and stressful time, it can be a challenge to ensure that financial assets are disclosed and represented accordingly. Whether intentional or unintentional, it is not uncommon for parties to overlook certain financial, income, or property matters when moving forward during this major life event. At MPI we are more than just business valuation and financial experts. Our breadth of skills, experience, tact, and industry awareness all deliver a solution our clients can trust. We’ll work with you to identify and achieve a resolution that protects what’s important to all parties.
Financial Reporting Services
Both publicly traded and privately held 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.
Contact the Chicago Office
Tadd Lindsay – Managing Director
(312) 214-2299 tlindsay@mpival.com
Suite 106A
213 W. Wesley
Wheaton, IL 60187