Serving business executives, accountants and attorneys in New York City, Management Planning, Inc. (MPI) is a prestigious professional services firm with more than 85 years of experience.
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
Business Valuation Services
MPI has decades of experience in guiding New York area 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.
Forensic Accounting Services
Our professionals draw from years of forensic accounting experience to determine and gather the information that will best support our clients. We partner with New York area attorneys and other client representatives to back their litigation strategies with concise, empirical financial data.
Advisory Services
MPI has focused on serving New York area family-owned businesses 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
Whether intentional or unintentional, it’s not uncommon for parties to overlook certain financial, income, or property matters when moving forward in 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 New York area clients can trust. We’ll work with you to identify and achieve a resolution that protects what’s important to all parties.
Trust, Gift and Estate Tax Business Valuation Services
For over 85 years, MPI has been providing rigorously prepared and thoroughly documented business appraisals and valuations for its 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.
Financial Reporting Services
The fair value standards and applications are constantly evolving. Valuations are increasingly being scrutinized by ownership, boards, auditors, and regulatory bodies. Independent fair valuations are often required in order to navigate through this increasing scrutiny and ultimately to obtain audited financial statements. MPI offers high quality, credible valuations that will meet the rigors of the stakeholder group. Our team is highly communicative and easy to work with making the process seamless for both you and your advisor team.
Contact the MPI New York Office
100 Park Avenue, Suite 1600, New York, NY 10017