Theresa is a Vice President at Management Planning, Inc. (MPI) and has more than 15 years of
valuation experience. She holds the Accredited Senior Appraiser designation from the American
Society of Appraisers. Theresa provides valuations of businesses and intangible assets, litigation
support, and financial and strategic consulting services. She is an experienced valuation professional
who has provided valuation and consulting services to thousands of companies.
Theresa’s clients have included public and privately-held companies, investors, attorneys, and
professional advisors. Theresa’s reports have been used for minority shareholder rights cases,
marital settlement cases, and other litigation support scenarios, as well divestitures, shareholder
agreements, gifting, estate settlement, business and transition planning, merger and acquisition
assistance, monetization of intangible assets, financial reporting, bankruptcy and restructuring
proceedings, and financing support.
Prior to joining MPI, Theresa was a Senior Manager in CohnReznick’s Valuation Advisory Service
practice. In addition, Theresa previously worked for Honkamp Krueger & Co., Smith & Gestland,
LP, and AccuVal Associates.
|BA in Economics, University of Wisconsin – Milwaukee|
|American Society of Appraisers (ASA) – Accredited Senior Appraiser|