Management Planning, Inc. - Valuation advisors since 1939. .
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Perspectives Newsletter
DLOM Update


Management Planning, Inc. ("MPI") has been valuing privately held securities since 1939 and since the mid-1980's has relied on its proprietory restricted stock study....[more]


Recent Testimonials

"I value MPI’s vast knowledge and support for the valuations required."

- CFO, Multi-million dollar family partnership holding stock, real estate and notes
MPI was founded in 1939 to provide valuation services to privately held companies of every size and in every industry. Today, we are a full service firm offering a wide range of valuation and corporate finance services to companies both private and public.

Having prepared thousands of valuations for diverse companies of every size, MPI has earned a sterling reputation for quality and reliability in business valuation. The majority of our clients return to us for periodic updating of their original valuations, a testimony to the quality of our product and service.

We offer a full range of corporate valuation, financial reporting, investment banking, litigation and expert testimony and tax-based valuation services.