Ezra is a Vice President at MPI. Since joining MPI, Ezra has determined the value of closely held securities of companies for a variety of purposes, including estate and gift taxes, income taxes, fairness opinions, sale and merger transactions, buy-sell agreements, ownership succession, corporate and shareholder planning and S corporation conversions. Ezra has extensive experience in many industries including biotechnology and pharmaceuticals, technology, asset management and manufacturing.
The valuation analyses and reports prepared by Ezra have been used for
presentations to management, directors and stockholders of client
companies, as well as to attorneys, accountants and financial advisers. He is the co-author of “Regression Analysis and Discounts for Lack of Marketability” (Business Valuation Review, forthcoming).
Ezra is Chief Compliance Officer for MPI Securities, Inc., a FINRA registered broker-dealer and affiliate of Management Planning, Inc. He holds the following licenses: Series 7: General Securities Representative, Series 24: General Securities Principal, Series 28: Introducing Broker/Dealer Financial and Operations Principal
Ezra is a member of the Supervisory Audit Committee of First New York Federal Credit Union. |
