MPI’s Corporate Valuations

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.

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Our corporate and financial reporting valuation services include, among others:

  • Employee Stock Ownership Plans (ESOPs)
  • ESOP valuation services
  • 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 Valuation Services, 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.



Our Office Locations

Get in Touch with our Boston Team:

101 Arch Street
8th Floor
Boston, MA 02110
(617) 892-6078

Get in Touch with our Chicago Team:

203 North LaSalle Street, Suite 2100
Chicago, IL 60601
(312) 214-2299

Contact: Tadd A. Lindsay

Get in Touch with our MPI Headquarters:

1000 Lenox Drive
Lawrenceville, NJ 08648
(609) 924-4200

Contact: Mark E. Lingerfield, ASA
Joseph C. Hassan, CFA, ASA

Get in Touch with our New York Team:

100 Park Avenue
Suite 1600
New York, NY  10017
(212) 935-4422

Contact: Daniel M. Kerrigan, CFA
Todd G. Povlich, ASA
John L. Varga, ASA

Get in Touch with our Philadelphia Team:

One Liberty Place,

1650 Market Street, Suite 3600, Philadelphia, PA 19103

(267) 233-5033

Contact: Mark Lingerfield, ASA
Tracey M. Jasey

Get in Touch with our San Francisco Team

201 Mission Street
Suite 1200
San Francisco, CA, 94105


Contact: Thomas C. Berg, Jr., CFA, ASA, CVA

Get in Touch with our Seattle Team

Columbia Tower
701 Fifth Avenue
42nd Floor
Seattle, WA, 98104


Contact: David Eckstein, CFA

Get in Touch with our Connecticut Team:

225 Main Street, Suite 203
Westport, CT 06880

Contact: William Murray, CPA/ABV/CFF, ASA

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