MPI is Experienced in Succession Planning

Left unaddressed, ownership groups that lack a clear and active strategy of succession planning may find themselves reacting to transition issues with suboptimal solutions.  Over the many decades of MPI’s experience, we have witnessed unfortunate outcomes of poorly designed succession planning activities, including the overuse of corporate borrowing capacity to fund estate share buyouts, disputes among partners deriving from vaguely drafted shareholder agreements and the forced pursuit of a full liquidity event at inopportune times.

Regardless of the preferred succession plan, a credibly prepared and carefully considered business valuation is a critical first step.  Shareholders in family-owned businesses who wish to pass shares to the next generation of ownership must navigate the complexities of gift and estate planning.  Companies seeking to broaden employee engagement through the implementation of an ESOP or other equity-based incentive plan must first receive guidance on feasibility.  Furthermore, shareholder groups considering the sale of all or a majority of their stake must understand the timing and breadth of options available to them.

Long trusted by our clients and their closest advisors, MPI’s professionals have the depth of experience to navigate the complexities of trust and estate planning transactions, equity-based incentive structures, ESOPs and other corporate finance solutions.

Our Office Locations

Get in Touch with our Boston Team:

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

Contact: Matthew Schoenfeld

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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