Background Bar Print Page Email MPI

Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player


      
 
Attorney
Link Seperator
Banker
Link Seperator
CPA
Link Seperator
Financial Planner
Link Seperator
Private Company
Link Seperator
Public Company

 

 

Welcome CPAs

MPI is a valuable resource providing advisory services in situations which necessitate independent assessments of value, including fair value measurements associated with tax and financial reporting requirements. We maintain long-lasting, productive professional relationships with CPA firms who call upon us frequently for our expertise and responsive service. Our engagements include:

Valuations for Financial Reporting

  • Purchase price allocations 
  • Impairment testing 
  • Equity-based incentive valuations 
  • Complex capital statement valuations 
  • Fair Value measurements for financial assets and liabilities 
  • Employee stock options and restricted stock 
  • Restricted and unregistered securities issued in M&A transactions 
  • Private equity portfolio company and carried interest valuations 
  • Real estate and other fixed asset appraisals  
  • Fresh start accounting (SOP 90-7)

Financial Opinions and Transaction Support

  • Fairness and solvency opinions 
  • Mergers and acquisitions, strategic alternatives, and succession planning
  • Valuations supporting C to S corporation conversions
  • Employee stock ownership plans (ESOP) planning, formation, compliance, and exit 
  • Acquisition, joint venture, and divestiture modeling
  • Cross-fund transfers of portfolio companies 
  • Sale-leaseback valuations 
  • Tangible asset valuations for collateral or DIP financing 
  • Merger exchange ratio determinations

Valuations for Corporate Tax Planning

  • Realignment and reorganization of international subsidiaries
  • Check the box elections
  • Worthless stock deductions 
  • Intercompany transfer pricing (IRC § 482) 
  • Allocation of purchase price (IRC § 1060) 
  • Apportionment of interest expense (IRC § 1.861-9) 
  • Intellectual property holding companies 
  • Property tax appeals 
  • Non-compete agreement valuations 
  • Abandonment write-offs 
  • Charitable contributions 
  • Contributions of assets to joint ventures 
  • Deferred compensation (section 409a) 
  • Related party asset transfers

M&A and Valuation Disputes

  • Post-transaction disputes 
  • Valuation disputes
  • Material adverse change claims
  • Determination of reasonably equivalent value