Hal Curtis has determined values for businesses in a wide range of industries for a variety of purposes including estate and gift taxes , employee stock ownership plans (ESOPs), fairness opinions, mergers and acquisitions, and general advisory assignments. He has consulted with principals and professional advisors of closely held companies regarding tax and estate planning, ownership succession and continuity planning. Mr. Curtis is also Managing Director of MPI Securities, Inc., an NASD registered broker-dealer which provides corporate finance services to the owners of privately-held companies.
Professional Experience
Management Planning, Inc.
2006-present
President
2003-2006
Executive Vice President
2001-2003
Senior Vice President
1996-2001
Vice President
1994-1996
Senior Financial Analyst
1996-present: Managing Director, MPI Securities, Inc.
Director and principal of NASD-registered broker-dealer firm providing corporate finance services
1993-1994: Business Consultant
Various strategic planning assignments and a corporate directorship. Involved in the sale of two privately held companies.
1988-1993: Vice President, Merrill Lynch, Pierce, Fenner & Smith, Inc.
Provided corporate finance services to small and mid-sized clients
1983-1988: The Bank of New York
Provided corporate finance services for bank clients. Private placements, leveraged acquisitions, company sales and general advisory.
1980-1983: Assistant Vice President, W.R. Grace & Company, Business & Development Group
Extensive analysis of prospective acquisitions
Education
• Columbia University - M.B.A. Finance, 1980
• Lafayette College - B.A. Economics, 1976
Affiliations
• Chartered Financial Analyst (CFA)
• American Society of Appraisers - Accredited Senior Member (ASA) in Business Valuation
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609-924-4200
hcurtis@mpival.com
