Since joining MPI in 1981, Mr. Egan has prepared numerous tax and transaction-based business valuations and provided litigation support services to many diverse clients. He has performed and managed a wide variety of client engagements, including private and public company security analyses and valuations for various purposes. Although he has determined values for businesses in a wide range of industries, Mr. Egan specializes in valuing commercial banks, trucking and related transportation firms, retailers and manufacturing companies. Mr. Egan has consulted with principals and professional advisors of closely held companies regarding tax and estate planning, ownership succession and continuity planning. He has appeared as an expert in business valuation before the Internal Revenue Service, in U.S. Tax Court and in other court proceedings, including court appointments.
Professional Experience
Management Planning, Inc.
2001-present Senior Vice President
1989-2001 Vice President
1981-1989 Senior Financial Analyst
Representative Court Experience:
Walsh v. Walsh / Superior Court of New Jersey Chancery Division: Hudson County New Jersey/
Fair Value
Estate of Frank M. DiSanto v. Commissioner /U.S. Tax Court T.C.M. 1999-421 / Estate Tax
Valuation
Estate of Grace J. DiSanto v. Commissioner / U.S. Tax Court T.C.M. 1999-421/ Estate Tax
Valuation
Estate of Helen J. Smith v. Commissioner / U.S. Tax Court T.C.M. 1999-368 / Estate Tax
Valuation
The Peoples Bank v. J. Dan Blitch, III/ Superior Court of Barrow County State of Georgia
File No. 98CV-38-X / Dissenting Shareholder
1970-1981: Assistant Vice President, First Fidelity Bank, N.A.,
Newark, NJ
Held several management and analytical positions with the bank, including branch manager
of several offices. Managed bankcard and electronic funds transfer areas.
Education
• Rider College, Graduate School of Business Administration, M.B.A., 1987
• Seton Hall University, B.S. in Business Administration, Major in Finance, 1970
Affiliations
• Accredited Senior Appraiser (ASA), American Society of Appraisers. Accredited
in Business Valuation. Vice President, Princeton Chapter 2001-2003
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