MPI’s corporate valuation advisors have 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’s ESOP Valuations Service Offerings

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
  • Exit Options and Opportunities.

MPI’s knowledge of ESOP regulations and procedures has made it a leader of valuation firms in the ESOP industry.

Learn More About Our Firm

MPI has offices in Boston, Chicago, Dallas, Lawrenceville, New York, Philadelphia, San Francisco, Seattle, and Westport to support your ESOP valuation needs. Contact us today.

What Our Clients Say

“Thanks for all of your assistance. This is why we continue to use MPI.” -Attorney

− MPI Client 5

“My family and I are so grateful for all your work on this audit and over the years for the family at large.  Having now been through this estate tax audit with you, it just proves why hiring MPI was so important at the outset.” -MPI Client

− MPI Client 4

“The team at MPI consists of professionals of high caliber. They know the technical stuff cold. But more importantly, they understand where their work
fits into the bigger picture.”

− MPI Client

Our Office Locations

Get in Touch with our Atlanta Team:

6595 Roswell Road
Suite G PMB5897
Atlanta, GA 30328

(678) 954-1120

Contact: Bruce C. Wood, CPA/ABV, CVA

Get in Touch with our Boston Team:

101 Arch Street
8th Floor
Boston, MA 02110

(617) 892-6078

Learn About Our Boston Office

Contact: Mark E. Lingerfield, ASA

Get in Touch with our Chicago Team:

Suite 106A
213 W. Wesley
Wheaton, IL 60187

(312) 214-2299

Learn About Our Chicago Office

Contact: Tadd A. Lindsay

Get in Touch with our Dallas Team:

5050 Quorum Drive, Suite 700
Dallas, TX 75254

(214) 838-1881

Learn About Our Dallas Office

Contact: Karl Schwabauer, CPA, CFF, CVA

Get in Touch with our MPI Headquarters:

210 Carnegie Center
Suite 103
Princeton, NJ 08540

(609) 924-4200

Learn About Our New Jersey Office

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

Learn About Our New York City Office

Contact: 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

Learn About Our Philadelphia Office

Contact: Mark Lingerfield, ASA
Tracey M. Jasey

Get in Touch with our San Francisco Team

50 California Street
15th Floor
San Francisco, CA, 94111-4701

(415) 728-9978

Learn About Our San Francisco Office

Contact: Thomas C. Berg, Jr., CFA, ASA
David M. Eckstein, CFA

Get in Touch with our Seattle Team

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

(206) 566-0334

Learn About Our Seattle Office

Contact: David Eckstein, CFA

Get in Touch with our Connecticut Team:

225 Main Street, Suite 203
Westport, CT 06880

(203) 893-4244

Learn About Our Westport Office

Contact: William Murray, CPA/ABV/CFF, ASA
Daniel M. Kerrigan, CFA, ASA

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