MPI has a long tradition of working with professionals from the financial planning, insurance and wealth management advisory fields assisting their entrepreneurial and family business clients by addressing the valuation issues inherent in succession, liquidity and estate planning. MPI’s focus is to provide independent and objective valuation and advisory services which complements the needs of these advisors. MPI’s work is frequently used in the following contexts:
Preparation of valuations used to estimate estate tax exposure and liquidity planning options (for insurance products).
Preparation of valuations used in the design and implement of sophisticated estate and succession planning strategies.
Strategic option analyses to assist clients evaluate liquidity alternatives, including strategic and financial sale options, ESOP feasibility and recapitalization options.
