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Family Business owners build their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is one of many critical components of the transition process. Our partners at MPI have outlined key strategies and considerations needed for a successful business transition. MPI is a critical sponsor of the work done by Family Enterprise USA.
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For over 80 years, MPI has been providing rigorously prepared and thoroughly documented business appraisals and valuations for its privately-owned clients. With our roots in estate and gift tax valuation, MPI counts many of the country’s wealthiest families and largest privately owned businesses as clients. Our valuation and advisory work is regularly relied upon by these clients and their teams of expert advisors when the planning is complex and the stakes are at their highest.
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The common denominator of MPI’s tax-based work centers on the determination and defense of fair market value of equity interests in family-owned businesses. MPI relies on best practices, coupled with a depth of thinking and proprietary research, including our industry-leading Restricted Stock Study used to determine discounts for lack of marketability. MPI’s comprehensive valuation reports have set a standard for thoroughness throughout our profession.
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MPI has eight decades of experience presenting and defending our work product to IRS agents and engineers at the initial audit and appellate levels. When needed, our senior professionals have appeared as expert witnesses in the U.S. Tax Court, U.S. District Court, U.S. Claims Court, state courts, domestic relations courts, before governmental agencies, and in arbitration tribunals.
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For more information please click on the following links:
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About MPI
MPI (Management Planning Inc.) is a business valuation, litigation support, forensic accounting and M&A advisory firm providing valuations for a variety of tax, financial reporting, litigation and other business applications, as well as corporate advisory services to business owners and their representatives. For more information, visit mpival.com.
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Please stay safe and healthy,
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pmsoldano@family-enterpriseusa.com
712 H Street NE Suite 1330
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We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
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As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.
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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
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About Family Enterprise USA
Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges and contributions to American economic freedom to Legislators. We represent all American family businesses; not just specific industries and provide research to enhance the opportunity for success. We help family businesses continue to establish their unique business legacy. Family Enterprise USA is a 501(c)(3) non-profit organization.. Family foundations can donate.
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Have questions or would like more information about becoming a Member or donating? Please contact John Gugliada at jgugliada@family-enterpriseusa.com.
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Family Enterprise USA Sponsors
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