Since joining Management Planning, Mr. Kulik has conducted and supervised a wide variety of client engagements, including private, and, to a lesser extent, public company security analyses and valuations for various purposes, including transfers of interests, gift and estate tax filings, sales and mergers, corporate and shareholder planning, employee stock ownership plans and recapitalizations. In addition, he is Treasurer for Management Planning, managing the day-to-day accounting operations as well as the preparation of financial statements for MPI.
Professional Experience
Management Planning, Inc.
2007-present Senior Vice President, Treasurer
2005-2006 Vice President
1996-2004 Senior Valuation Analyst
1993-2006 Controller
Treasurer
Manage all financial concerns associated with the firm, including administration of retirement plans.1995-present: Financial Manager, MPI Securities, Inc.
Responsible for all finances.
1996-present: 101 Poor Farm Road Associates, LLC Financial Manager
Responsible for all finances.
1983-1989: Accountant/Financial Consultant, Princeton Financial
Consulting, Inc., Princeton, NJ
Prepared financial statements and tax returns, administered retirement plans, converted
office to computerized accounting system. Clients included service companies, publishers,
retail stores, consulting firms and contractors.
1977-1983: Senior Accountant/ Auditor, Edmund L. Pender, CPA,
Englewood Cliffs, NJ
Compiled, reviewed and certified audits, prepared financial statements and tax returns.
Education
• Certified Public Accountant, NJ, 1992
• Fairleigh Dickinson University - B.S. Accounting, 1977
Affiliations
• American Institute of Certified Public Accountants
• Accredited Senior Appraiser (ASA), American Society of Appraisers. Accredited
in Business Valuation
• American Institute of Certified Public Accountants (ABV)
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