MPI’s Corporate Valuations
Our corporate and financial reporting valuation services include, among others:
- Employee Stock Ownership Plans (ESOPs)
- Corporate conversions/status changes
- Other corporate valuation consulting
- Purchases of private company stock
- Reorganization/restructuring transactions
- Section 409a compliance
- Transfers of intangible assets
Our corporate valuation services draw upon years 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 where a valuation is required.
MPI’s corporate valuation team has been particularly active in the valuation of employee stock ownership plans (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. With clients in every state and virtually every industry, we bring our understanding of the forces at work in the general economy to each assignment. MPI has been involved with all stages of ESOPs, including: Feasibility Analysis, Transaction Structuring, Fairness Opinions, Annual Valuations, Follow-On Transactions, ESOP Loan Restructuring, Trustee Advisory, and Exit Options and Opportunities. MPI’s knowledge of ESOP regulations and procedures has made it a leader of valuation firms in the ESOP industry.