MPI has decades of experience in guiding management teams and ownership groups of middle market and large corporate businesses through tax and financial reporting matters and other strategic decisions that require a valuation.
MPI’s Business Valuations and Financial Advisory Services
Our company valuation and financial reporting valuation services include, among others:
- Employee Stock Ownership Plans (ESOP) valuation services: MPI’s corporate valuation professionals have been particularly active in the valuation of ESOP and other incentive-based share ownership for over 35 years. We’re well equipped to assist with the details of ESOP creation and planning.
- Corporate conversions/status changes: MPI can assist with developing documented valuations detailing corporate tax structure changes such as C to S elections.
- Other corporate valuation services: MPI has the expertise to build custom modeling analyses to fit your company’s particular needs.
- Purchases of private company stock: Valuations of stock for non-gift and non-estate tax purposes such as coporate buy-backs or shareholder redemptions.
- Reorganization/restructuring transactions: Rely on MPI and our decades of experience.
- Section 409a compliance: 409a valuations for key employee equity and phantom equity programs.
- Transfers of intangible assets: Valuations of trademarks, patents, licenses, royalty income streams, brand names and other intangible assets.
Why Choose MPI for Business Valuation?
Our corporate valuation services draw upon over eight decades of experience and industry expertise and offer a broad range of services to a variety of 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.
MPI has offices in Boston, Chicago, Dallas, Lawrenceville, New York, Philadelphia, San Francisco, Seattle, and Westport to support your business valuation needs.
Benefits of Business Valuations
MPI’s valuations benefit stakeholders in a variety of ways providing a creditable, well-reasoned valuation that can be used to make crucial decisions concerning many different reasons such as redemptions, sales, strategic alternative analysis, along with gift and estate tax purposes.
Our valuations will stand up to the highest scrutiny from the IRS, shareholders, and corporate boards.
Frequently Asked Questions for Business Valuation Services
What is the difference between business valuation and financial reporting valuation?
A business valuation typically estimates the value of an enterprise or ownership interest for a transaction, tax matter, dispute, estate plan, or strategic decision. A financial reporting valuation is prepared to support financial statements and accounting compliance, often focusing on specific assets, liabilities, reporting units, or equity instruments. While both may use income, market, and asset-based approaches, their purpose and reporting requirements differ.
When is a financial reporting valuation needed?
Financial reporting valuations may be needed after an acquisition, when testing goodwill or long-lived assets for impairment, when valuing stock-based compensation, or when measuring the fair value of complex assets, liabilities, or equity instruments. Requirements vary by the accounting framework and facts of the transaction, so companies should coordinate with their accounting and audit advisors early.
What information is needed for a corporate valuation?
Required information varies by engagement but may include financial statements, tax returns, budgets and forecasts, capitalization tables, debt agreements, ownership records, transaction documents, asset schedules, and details about material contracts or intellectual property. MPI tailors its information request to the asset, entity, and valuation purpose.
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