Successful financial and tax planning routinely necessitates the transfer of closely held business interests. Accordingly, an objective, well-prepared valuation of those business interests is a critical part of the planning initiatives. MPI valuations have been used in connection with ownership transfers and other tax planning strategies for decades. 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.
Over the years, MPI has brought great experience and institutional knowledge to the valuations of closely held operating companies (such as manufacturers or distributors), financial institutions (including 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 reputation for quality and reliability in business valuation.
