Daniel M. Kerrigan - Management Planning, Inc. - Valuation advisors since 1939.

Mr. Kerrigan has performed and managed a wide variety of client engagements, including public and private company security analyses and valuations for purposes of gift and estate tax filings, corporate and shareholder planning, sale/merger transactions, buy/sell agreements and Employee Stock Ownership Plans (ESOPs). The analyses prepared by Mr. Kerrigan have been used specifically by his clients to provide valuation support in estate and gift tax matters; settle tax disputes with the government; effect corporate restructuring; purchase and sell companies; purchase and sell minority ownership interests; assist in the determination of the fairness, from a financial point of view, of tender offers and corporate acquisitions; create preferred stocks and debt securities; and establish and maintain ESOPs and stock option plans.

Professional Experience

Management Planning, Inc.

2008-present		Senior Vice President
2006-2007		Vice President
2002-2006		Senior Valuation Analyst
1999-2002		Valuation Analyst

Education

• The College of New Jersey - B.S. Finance, cum laude, 1999

• The Wharton School, University of Pennsylvania - M.B.A. in Finance, 2010

Affiliations

• Chartered Financial Analyst (CFA)
• New York Society of Security Analysts