Management Planning, Inc. is a credentialed and experienced firm of senior professionals that provide financial valuation services to San Francisco area businesses.
MPI Services Include:
- Trust, Gift and Estate Business Valuations
- Corporate Valuations
- Transaction Advisory
- Matrimonial Dissolution Support
- Commercial Litigation Support and Forensic Accounting
- Fairness Opinions
- Financial Reporting Valuations
- Appraisals to support Charitable Gifts
Contact Us
Gift and Estate Tax Business Valuation Services
San Francisco area taxpayers and their advisors seek out MPI for their most sensitive and complex corporate valuation engagements and when they want to ensure that their project is conducted in a timely and proper manner. MPI will often assist these advisors on various succession planning issues, due to MPI’s vast experience surrounding family-owned businesses and other issues surrounding high-net-worth individuals.
Business Valuation Services
Our corporate valuation services draw upon years of experience and industry expertise and offer a broad range of services to a variety of San Francisco area stakeholders including but not necessarily limited to ownership groups, management teams, accountants, attorneys, and other trusted advisors. Our work is often used to evaluate alternatives, establish a decision point, and effectuate a transaction. The valuations we produce are well supported and therefore reliable for any corporate purpose where a valuation is required.
Litigation Support Services With Forensic Accounting
Commercial disputes may involve multiple stages and follow a multitude of paths of resolution. MPI’s San Francisco team of valuation, damages and forensic accounting professionals have the practical experience to assist San Francisco 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 testimony.
Advisory Services
MPI provides fairness opinions, valuation opinions, as well as sell-side and buy-side advisory services. MPI has focused on serving family-owned businesses in the San Francisco area across various industries for more than 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 entering into a marriage or needing assistance with marital dissolution, MPI’s team of senior professionals can assist with discovery, financial analyses, marital dissolution valuation, preparation of reports, settlement negotiations and/or trial preparation.
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 MPI San Francisco Office
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(415) 728-9978 tberg@mpival.com |
David Eckstein, CFA – Managing Director (206) 566-0334 deckstein@mpival.com |
50 California Street, 15th Floor, San Francisco, CA 94111