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Business Activity Update

As we approach mid-summer, our team is extraordinarily busy with gift and estate tax valuation projects. This is a continuation of the robust generational wealth transfer activity that began in the second half of 2020. We expect the level of activity to remain high through the remainder of the year and into 2022.

In spite of this extraordinary demand for our services, we remain committed to providing our clients with the highest quality and service, which has been our hallmark for over eight decades! We encourage you to contact us as soon as possible for any valuations that require conclusions prior to year-end as we still have the capacity and resources available to meet your valuation needs.

MPI Adds West Coast Offices and Expands the Team

We have grown considerably in 2021 with the opening of offices in San Francisco and Seattle, and the addition of a number of experienced senior professionals. Additionally, the 2021 New Associate Program recruited its largest class of recent college graduates. These human capital investments will ensure our ability to continue to provide the highest quality and service in the valuation industry.

Senior Professional Staff Additions:
David Eckstein, CFA
Thomas Berg, Jr., CFA, ASA, CVA
Richard Brady, Jr., ASA
Albert Lazo, CVA
Shafiq Jalal, ASA, MBA
Theresa Zeidler-Shonat, ASA
Christopher Olson, ASA

We encourage you to learn more about our professional staff and services.

About MPI

MPI, a prestigious national consulting firm founded in 1939, specializes in business valuation, forensic accounting, litigation support and corporate advisory work. MPI conducts every project as if it is going to face the highest level of scrutiny, and its senior professionals have extensive experience presenting and defending work product in front of financial statement auditors, management teams, corporate boards and fiduciaries, the IRS, other government agencies, and in various courts.

Disclaimer

The information provided herein has been prepared without consideration of any specific objectives, financial circumstances or needs. Accordingly, MPI disclaims any and all guarantees, undertakings and warranties, expressed or implied, and shall not be liable for any loss or damage whatsoever (including human or computer error, negligent or otherwise, or actual, incidental, consequential or any other loss or damage) arising out of or in connection with any use or reliance upon the information or advice contained within this publication. The viewer must accept sole responsibility associated with the use of the material in this publication, irrespective of the purpose for which such use or results are applied. This material should not be viewed as advice or recommendations. This information is not intended to, and should not, form a primary basis for any investment, valuation or other decisions. MPI is not acting as a fiduciary, an expert or advisor in any capacity whatsoever in providing the information set forth herein. The information set forth herein may not be relied upon and is not a substitute for competent legal and financial advice.