Since joining MPI in 1993, Mr. Valentine has conducted a wide variety of client engagements, primarily consisting of private or quasi-public company security analyses and the valuation of closely held business interests in a wide variety of industries and for a variety of purposes. Those purposes include gift and estate tax filings, estate planning, corporate and shareholder planning, Employee Stock Ownership Plans, private equity transactions, sale merger situations and recapitalizations. He has prepared documented valuation analyses in support of those valuations for presentation to the management, directors, stockholders and trustees of client companies, as well as their professional advisors. Mr. Valentine has important concentrations of work experience in the valuation of the following: minority interests in the capital stock of operating businesses; controlling interests in asset holding companies with large built-in capital gains tax liabilities; non-controlling (minority) interests in asset holding companies and partnerships; and developing support for fractional interest discounts appropriate for undivided fractional ownership interests in real estate.
Professional Experience
Management Planning, Inc.
1999-present
Vice President
1996-1999
Senior Valuation Analyst
1993-1996
Valuation Analyst
Education
Drexel University, Graduate School of Management - M.B.A., 1993
St. Marys College of Maryland - B.A. Economics, with honors, 1984
Affiliations
American Society of Appraisers - Accredited Senior Member (ASA) in Business Valuation
Member, Past President, Princeton Chapter of the American Society of Appraisers
Member, ESOP Association
Member, Beta Gamma Sigma, Honor Society for Collegiate Schools of Business
Member, Alpha Iota Delta, National Honor Society for the Decision Sciences
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252-240-2694
jvalentine@mpival.com
