Coronavirus: Identifying Valuation Effects and Planning Opportunities for Private Clients

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Executive Summary As you might expect, MPI is currently in close consultation with…

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Sechter Receives Standing Ovation Award from AICPA

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MPI’s Joshua Sechter was recently honored by the American Institute of CPAs as…

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MPI Proudly Sponsors the Missouri Bar Annual Estate, Trust, & Elder Law Institute

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About MPI MPI, a prestigious national consulting firm founded in 1939, specializes in…

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Preferred Stock Update: June 2019

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Preferred stock continues to trade at yields below historical averages. Despite increases in…

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MPI Welcomes William Murray as Managing Director

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Lawrenceville, NJ / Westport, CT — Management Planning, Inc. (“MPI”) is pleased to announce…

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American Heart Association T&E Conference

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MPI is proud to be the Coffee Break Sponsor for the American Heart…

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Publications

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By Laura E. Anastasio, ASA, CEIV

Valuation of Intangible Assets

By Todd Povlich, ASA

Estate Planning for Private Fund Principals**COVID-19 Crisis Considerations**

By Joseph C. Hassan, CFA, ASA

Corporate Planning: Navigating “Value” in Times of Choppy Market Activity

Events