Ms. Weintraub has determined the value of securities of closely held companies in a wide range of industries for a variety of purposes including estate and gift taxes, equitable distribution, Employee Stock Ownership Plans, allocation of purchase price, fairness opinions, stock purchase/option agreements, mergers and acquisitions and internal financial management and planning. She has also prepared valuation of intangible assets including franchise agreements and copyrights. Ms. Weintraub has consulted with the principals and professional advisors of closely held companies regarding tax and estate planning, ownership succession and continuity planning and has been a frequent speaker and writer on these topics.
Professional Experience
Management Planning, Inc.
2007-present Senior Vice President
2000-2007 Vice President
1997-2000 Senior Valuation Analyst
1988-1997: Vice President, Hempstead & Co. Inc. ,
Haddonfield, NJ
Determined the value of the securities of closely held companies for a variety of
purposes.
Education
• Drexel University - M.B.A. Finance
• Queens College, City University of New York - B.A., Phi Beta Kappa
Affiliations
• Accredited Senior Appraiser (ASA), American Society of Appraisers. Accredited
in Business Valuation
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