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Management Planning, Inc. (“MPI”) is one of the most distinguished and respected names in the valuation field. Providing independent valuation, financial advisory, and litigation support services has been our exclusive focus for over sixty five years. We maintain a level of technical proficiency and reporting standards that has been an industry benchmark for decades.

We provide valuation, financial advisory and litigation support services for:

• Transaction and Financing Analysis
  For fairness opinions, collateral value and lease financing studies, solvency opinions, ESOP valuations, buy/sell agreements, pricing, pre-post-money valuations and financial advisory services.

• Financial Reporting/Regulatory Compliance
  For goodwill and intangible asset impairment (SFAS 142/144), purchase price allocation (SFAS 141), in-process research and development, derivative valuations, in-kind contributions, non-competition covenants and rate setting.

• Litigation Support and Dispute Resolution
  For antitrust damages, breach of contract/warranty, bankruptcy/reorganization, defamation, dissenting shareholder rights, fraudulent conveyance, infringement, lender liability, lost profits, malpractice/negligence actions, marital dissolution and product liability.

• Management Requirements
  For options and restricted securities, intangible assets, economic value added, business interruption, business plans, corporate governance, financial restructuring, real option analysis, insurable value studies and strategic and market analysis.

• Taxation
  To assess built-in-gain, excessive accumulation of earnings, “S Corp” conversions, executive compensation, purchase price allocation, transfer pricing, capital cost segregation and gift and estate planning.
  
  
  Specific services include:

• Purchase price allocations (SFAS 141)

• Goodwill impairment studies (SFAS 142)

• Fairness and solvency opinions

• Transaction pricing studies

• Financing studies

• Gift & estate tax appraisals

• Litigation support and dispute resolution

• Bankruptcy/reorganization analysis

• Economic loss/damage assessments

• Cheap stock studies

• Intellectual property and other intangible assets

• Stock options and warrants

• Restricted stock (Rule 144) studies

• Private company valuations

• Buy/sell agreements

• Strategic or corporate planning

• Employee stock ownership plans (ESOPs)

• S-Corp conversions

• For-profit conversions

• Transfer pricing

• Healthcare not-for-profit compliance
  

MPI’s professional expertise includes individuals with designations such as CPA, CFA, ASA and MBA. Their varied backgrounds include experience at several well-known financial services firms. Our client base ranges from small closely held firms to Fortune 500 companies and other large international firms.

Our opinions of value have withstood scrutiny by the IRS, auditors, litigators and regulatory agencies. MPI’s success, both in the boardroom and the courtroom, has been excellent.

For further information, please contact us at our headquarters in Princeton, NJ or the regional office nearest you.

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