- By Dan Kerrigan
- July 27, 2021
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.
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.
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