ESOPs - Management Planning, Inc. - Valuation advisors since 1939.
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ESOPs

MPI performs valuations in connection with employee stock ownership plans (ESOPs) and assists in transaction design and structuring. Our valuations include those for both plan initiation and those required annually under federal law. MPI also provides fairness opinions through our FINRA-registered subsidiary, MPI Securities, as well as valuation services on a regular basis to many other plans.

MPI staff members have many years of valuation experience and our staff retention rate is extraordinary, ensuring exceptional continuity of service and a more personalized, familiar relationship with the analysts who perform your work.