Mr. Lingerfield has assisted in the determination of the value of closely held securities of various entities for a variety of purposes, including estate and gift taxes, income taxes, ESOPs, dissenting shareholders, and divorce proceedings. In support of the foregoing, he has prepared documented valuation analyses and made presentations of such analyses to management, directors and stockholders of client companies, as well as to attorneys, accountants and others. Mr. Lingerfield has prepared valuations of closely held operating companies, asset holding entities, as well as other securities, such as undivided interests in real estate and closely held promissory notes.
Professional Experience
Management Planning, Inc.
2008-present Senior Vice President
2006-2007 Vice President
2002-2006 Senior Valuation Analyst
1999-2002 Valuation Analyst
1998-1999: Credit Rating Research Associate, Bloomberg, L.P.,
Princeton, NJ
Researched and initialized fixed-income and issuer credit ratings awarded by rating
agencies such as Moody’s, Standard and Poor’s, Fitch and Duff and Phelps.
Specialized in international credit rating agencies for this multimedia financial
information institution.
Education
• Rider University: M.B.A., Concentration in Finance, 2002
• The College of New Jersey: B.S., Concentration in Finance, 1999
Affiliations
• Accredited Senior Appraiser (ASA), American Society of Appraisers, accredited in
Business Valuation.
• Completed American Society of Appraisers Principles of
Business Valuation Courses I, II, III and IV and Uniform Standards of Professional
Appraisal Practice (USPAP) Course.
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