Founded 1939
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Estate and Gift Tax Valuation
Corporate Valuation
Investment Banking Services
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MPI is a full service firm, offering valuations for:

• Closely Held Companies • SFAS 141 & 142
• Estate & Gift Taxes • Intangible Assets and Intellectual Property
• Transaction & Financing Analysis • Restricted Securities
• ESOPs • Financial Reporting/ Regulatory Compliance
• Purchase Price Allocation • Litigation Support
• Fairness Opinions • Buy/Sell Agreements
• Recapitalizations • Income Taxes
• Family Limited Partnerships • Marital Dissolution
• Investment Banking • Mergers and Acquisitions
• Bankruptcy • Stock Options
Investment Banking 

We provide thoroughly documented valuations that
can be supported by expert testimony. Our staff of
valuation professionals and support personnel have
many years of experience working effectively with
leading professional advisors and their clients. Our
on-site library contains a wealth of valuable
information about a variety of business valuation topics. Please contact the office nearest you for
more information on how our years of experience
can meet your specific needs.

Links to pdf documents:

About Management Planning, Inc.
Estate and Gift Tax Services
Corporate Valuation Services
Investment Banking Services
Alternative Asset Manager Valuation
Litigation Support
Selected Clients
Lifetime Client Support
Financial Reporting

 


 

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