Frank E. Koehl, Jr. - Management Planning, Inc. - Valuation advisors since 1939.

Since joining MPI in 1981, Mr. Koehl has prepared and managed numerous tax and transaction-based business valuations of both operating and holding companies and provided litigation support services to a wide variety of clients. He has considerable experience in a broad range of industries, including health care, manufacturing, distribution, financial and other services, banking, transportation, retailing and e-commerce. Mr. Koehl has conducted and supervised a wide variety of client engagements, including private and, to a lesser extent, public company security analyses and valuations for various purposes. Mr. Koehl has spoken on valuation topics before national and local professional associations. During his tenure at MPI, Mr. Koehl has testified as an expert witness in business valuation in various court and arbitration proceedings. He has also defended his work before the Internal Revenue Service.

Professional Experience

Management Planning, Inc.

2008-present		Managing Director
1996-2007		Senior Vice President
1988-1996		Vice President
1986-1988		Senior Valuation Analyst
1981-1986		Valuation Analyst

Education

• Rutgers University Graduate School of Management - M.B.A. Finance, 1980
• University of Pennsylvania - B.A. 1976

Affiliations

• American Society of Appraisers - Accredited Member (AM) in Business Valuation
Vice President, Princeton Chapter 1990-1991
Treasurer, Princeton Chapter 1991-1993