Successful financial and tax planning routinely necessitates the transfer of closely held business interests. Accordingly, an objective, well-prepared valuation often becomes the cornerstone of these planning initiatives. MPI’s valuations have been used in connection with ownership transfers and other tax planning strategies that range from the most basic to the most sophisticated in use today. We are often brought into such situations by professionals at prominent law, accounting and wealth management firms seeking the highest level of thought leadership and customer service.
The types of business interests appraised by MPI are as diverse as the industries we serve. Over the years, MPI has brought great expertise and institutional knowledge to the valuations of closely-held operating companies (such as manufacturers or distributors), financial institutions (such as traditional and alternative asset managers or financial advisory firms) and asset holding companies (such as real estate investment partnerships or family limited partnerships).
Having prepared thousands of valuations for diverse companies of every size, MPI has earned a sterling reputation for quality and reliability in business valuation.
