Management Planning, Inc. (MPI) is a professional services firm serving businesses in Connecticut and the Northeast U.S. We offer numerous services, including business valuation, litigation support, advisory, forensic accounting and more. Our individualized approach, developed over more than 85 years of industry experience, allows us to provide actionable financial insights. Contact our office in Westport, Connecticut, to discuss your needs.
MPI Services Include:
- Matrimonial Dissolution Support
- Commercial Litigation Support and Forensic Accounting
- Business Valuations
- Transaction Advisory
- Fairness Opinions
- Trust, Gift and Estate Business Valuations
- Financial Reporting Valuations
- Appraisals to Support Charitable Donations
Contact Us
Matrimonial Dissolution Services
MPI provides support to parties working through matrimonial dissolution matters. Our senior professionals exhibit the diligence and skills to develop equitable resolutions to financial and asset disputes during divorce proceedings. Hire MPI as your valuation expert to establish settlement structures, build negotiation strategies, prepare net-worth valuations and provide other forms of marital dissolution support.
Litigation Support Services and Forensic Accounting
MPI has a forensic accounting team that can support businesses and assist legal teams during commercial disputes. We can assist the plaintiff or defendant in any client’s case. Our Connecticut forensic accounting services streamline many integral stages of the dispute cycle. By leveraging our financial expertise, and investigative skills, we work to improve our clients’ legal outcomes.
Connecticut Business Valuation Services
MPI possesses decades of corporate valuation experience. Our financial professionals execute comprehensive financial assessments of middle-market corporations and major enterprises in Connecticut and throughout the Northeastern United States. As knowledgeable, unbiased evaluators, we are capable of determining the most pertinent areas of inquiry and developing appropriate valuation strategies to analyze them. Partner with us to support your decisions with actionable valuation data.
Advisory Services
MPI’s specialists offer support during significant business transactions. Our Connecticut advisory staff is highly experienced, having worked on numerous valuations involving companies within and outside the state. Services include; pre-transaction planning and advice, fairness opinions, solvency opinions, acquisition, joint venture, and divestiture modeling.
Gift and Estate Tax Business Valuation Services
MPI’s decades long business appraisal experience helps businesses and high-net-worth clients in appraising business and holding company interests for gift and estate tax filing purposes in Connecticut. Our valuations clarify key financial information while complying with state and federal tax regulations.
Financial Reporting Services
Partner with MPI to satisfy compliance requirements as it relates to various ASC reporting requirements including; impairment testing, portfolio company valuations, equity-based incentive plans, and purchase price allocation studies. Our financial reporting valuation analysts perform comprehensive research in executing the analysis. We then develop conclusive financial reports that endure scrutiny from regulators, auditors, board members, executives and other stakeholders.
Contact MPI for Professional Services in Connecticut
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William Murray, CPA/ABV/CFF, ASA – Managing Director wmurray@mpival.com (203) 893-4244 |
Dan Kerrigan, CFA, ASA – President dkerrigan@mpival.com (609) 955-2226 |
225 Main Street, Suite 203, Westport, CT 06880