MPI SECURITIES - Key Persons
Job Titles:
- Member of the Senior Team
- Vice President / Learn More
Job Titles:
- Assistant Vice President
- Assistant Vice President at Management Planning, Inc
- Education / Master of Business Administration, University of St. Thomas Minneapolis, Minnesota
Mr. Olson is an Assistant Vice President at Management Planning, Inc. (MPI). He has over ten years of experience providing business valuation services for a variety of purposes including gift and estate, marital dissolution, consulting, management planning, and tax planning purposes primarily for privately held business clients.
Prior to joining MPI, Mr. Olson worked at Baker Tilly as a Manager in the Valuation and Litigation Services practice.
Prior to working in business valuation, Mr. Olson worked in real estate. Most recently as an Asset Manager in the multi-family apartment and senior living real estate industry managing a $1 billion loan portfolio with 180+ properties in 20 states.
Job Titles:
- Vice President
- Education
- Vice President / Learn More
Cyndi Livermore is a Vice President at MPI. She has performed hundreds of business valuations ranging from pre-revenue start-up to $1B revenue pre-IPO companies, and across many industries, including: Agribusiness, Automotive, Banking, Construction, Dealers, Distributorships, Energy (including Oil & Gas), Energy Transmission, Family Offices, Financial Services, Franchisees and Franchisors, Industrial, Insurance, Investments, Manufacturing, Medical, Online and Mobile Applications, Private Equity, Precision Machinery, Professional Practices, Real Estate Holding, Resellers, Restaurants, Retail, Software, Technology, Telecommunications, Utilities, Wholesale Distribution and various special niche industries.
Prior to joining MPI, Cyndi worked at business valuation and litigation services firms in the Dallas Fort Worth area as Director and Partner of a boutique valuation, financial forensics, and litigation services firm in New Hampshire, where she led the estate and gift tax reporting valuation practice as well as commercial and marital disputes; completed valuations of privately-held companies and business interests for estate and gift tax, commercial litigation, economic damages, lost profits, M&A, and ESOP. Cyndi specializes in complex estate and gift tax issues, shareholder dispute resolution, contractual damages, marital forensics and has been qualified as an expert witness in the State of Texas, New Hampshire, and Illinois, as well as, in federal arbitration and mediations.
Job Titles:
- Member of the Senior Team
- Vice President
- Education
- Vice President / Learn More
Daniel Bugg is a Vice President at MPI and has over 13 years of extensive experience performing valuations of businesses, business interests, complex securities, and intangible assets. He has performed valuations for accounting purposes, tax purposes, management planning purposes, and litigation support for clients ranging in size from small family owned businesses to large public companies. Daniel has performed valuations across various industries including: real estate investment trusts, energy and renewables, software and technology, hospitality, restaurants and breweries, professional sports, media and publishing, clothing and retail, and many others.
Prior to joining MPI, Daniel worked over 10 years at Appraisal Economics, where he performed valuations of businesses and business interests, complex securities and employee compensation plans, intangible assets, and valuations for tax litigation. Prior to that, he worked at Citrin Cooperman, where he performed valuations for accounting purposes and tax purposes, valuations and economic damages analyses for litigation support purposes, and reviewed valuations for audit support. Daniel previously worked at Financial Research Associates, where he performed valuations for matrimonial litigation and family law cases.
Job Titles:
- Member of the Executive Team
- Member of the Full Team
- President
- Education
Dan serves as President of MPI and is responsible for leading and managing all areas of MPI's services. He continues to be actively involved in client engagements and oversees MPI's litigation services, corporate advisory and M&A practice. Since 1999, Dan's work has been used by MPI clients to assess potential liquidity options, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others. Dan has appeared as an expert witness in U.S. Tax Court and in other proceedings. He has extensive experience in a wide range of industries, including food and beverage, business services, financial institutions, consumer products, manufacturing, distribution and publishing.
Dan is a member of the Board of Directors of Management Planning, Inc.
Job Titles:
- Managing Director
- Member of the Senior Team
- Education
- Managing Director / Learn More
David is a Managing Director at MPI and leads the Seattle office while splitting his time between that office and the San Francisco office. Over three decades he has valued companies across many industries, particularly food and beverage, and both traditional and alternative investment management. In addition to estate, gift, GST and income tax compliance valuations for some of the wealthiest families and largest privately held companies in the US, David has led valuation and transaction projects spanning a wide range of business and asset sizes and types for corporate and personal tax, transaction fairness and solvency, purchase/sale of a business, financial restructuring, bankruptcy, financial reporting, corporate planning, ESOP, litigation, and marital purposes. Furthermore, he has advised clients on valuation matters for litigation consulting and has provided expert testimony in the US Tax Court and other courts.
Before joining MPI, David was a Managing Director and co-leader of the national private wealth tax valuation practice at Deloitte, and a co-founder and Managing Director of FMV Opinions, where he led the national business valuation practice. He is a former President of the Valuation Roundtable of San Francisco. David has published numerous articles, spoken on valuation topics to professional organizations and companies, lectured on valuation and business topics at Stanford, the University of California, and the University of International Business and Economics in Beijing, China, and co-edited a business textbook published in China.
Job Titles:
- Vice President / Learn More
Job Titles:
- Managing Director / Learn More
Job Titles:
- Managing Director
- Member of the Executive Team
- Member of the Full Team
- Partner
- Education
Joe is a Managing Director and Partner at MPI and heads up the firm's financial reporting and corporate valuation group. Since joining MPI, Joe has performed hundreds of equity and intangible asset valuations for financial reporting, tax purposes, and other corporate purposes. The valuation work and analyses prepared and managed by Joe have been used for the following purposes: purchase price allocations, impairment testing, equity valuations in support of share-based compensation, complex capital structure valuations (i.e., OPM, PWERM, and others), royalty rate analyses, transfers of intangible assets, corporate spin-offs and restructurings, purchases and sales of minority equity interests, valuations of preferred stocks and debt securities, and valuations in support of estate and gift tax matters. Joe is a member of the Board of Directors of Management Planning, Inc. He has given a number of speeches on business valuation and has testified in U.S. Tax Court.
Job Titles:
- Managing Director
- Partner
- Education
- Managing Director / Learn More
Justin is a Partner at MPI and is based in the firm's Princeton office. Since joining MPI, Justin has determined the value of closely held securities of companies for a variety of purposes, including estate and gift taxes, income taxes, sale and merger, stock purchase plans, buy-sell agreements, ownership succession, Employee Stock Ownership Plans and corporate and shareholder planning. Justin has extensive valuation experience in many industries including broadcast and print media, sports franchises, travel and real estate operations/development.
The valuation analyses and reports prepared by Justin have been used for presentations to management, directors and stockholders of client companies, as well as to attorneys, accountants and bank trust representatives. Additionally, Justin currently serves as Treasurer on the Board of Directors of Zeta Sigma of Sigma Nu Property Association, a non-profit real estate organization. Justin is a former President of a Philadelphia-based, non-profit community theatre company.
Job Titles:
- CFF, CVA / Managing Director
Job Titles:
- Chief Financial Officer
- Member of the Executive Team
- Member of the Full Team
- Chief Financial Officer / Learn More
Ms. Fitzpatrick is our Chief Financial Officer with responsibility for finance, accounting, legal, insurance and human resource matters for the company.
Prior to joining MPI, Kathy spent over twenty-five years in senior financial and human resource positions with Johnson & Johnson.
Kathy has a Master's in Business Administration from Pace University and a Bachelor's of Science Degree in Accounting from Rider University. Kathy is a Certified Public Accountant in
the State of New Jersey.
Contact Kathy
Education
MBA from Pace University
Bachelor's of Science in Accounting from Rider University
Job Titles:
- Member of the Senior Team
- Vice President / Learn More
Job Titles:
- Managing Director
- Member of the Executive Team
- Member of the Full Team
- Managing Director / Learn More
Job Titles:
- Vice President / Learn More
Job Titles:
- Member of the Senior Team
- Vice President / Learn More
Job Titles:
- Managing Director
- Member of the Executive Team
- Member of the Full Team
- Partner
- Education
Roy is a Partner at MPI and is based in the firm's Princeton office. Since joining MPI in 1981, Roy has determined the value of closely held securities of companies for a variety of purposes, including estate and gift taxes, income taxes, fairness opinions, sale and merger, stock purchase plans, buy-sell agreements, ownership succession, Employee Stock Ownership Plans, corporate and shareholder planning and S corporation conversions. Although Roy has determined values for businesses in a wide range of industries, he has experience in valuing construction-related firms.
The valuation analyses and reports prepared by Roy have been used for presentations to management, directors and stockholders of client companies, as well as to attorneys, accountants and bank trust representatives. He has appeared as an expert in business valuation before the Internal Revenue Service and in U.S. Tax Court. Roy is a member of the Board of Directors of Management Planning, Inc.
Job Titles:
- Assistant Vice President
- Education
Shafiq is an Assistant Vice President at MPI and brings more than 15 years of experience valuing
Furthermore, Shafiq has served as a neutral appraiser in numerous disputes and has testified in
Job Titles:
- Managing Director
- Education
- Managing Director / Learn More
Tadd is a Managing Director at MPI and is responsible for client relationships and business development throughout the Midwest. Based in the firm's Chicago office, Tadd brings over 25 years of banking and financial services experience in working with clients focusing on estate and tax planning. He has substantial experience in working with clients in close coordination with their other professional advisors on developing and executing wealth transfer strategies. Tadd has broad experience in coordinating the valuations of a variety of business types including manufacturing, service, and asset holding entities.
Prior to joining MPI, Tadd held executive positions with J.P. Morgan - Private Wealth Group, Merrill Lynch - Global Wealth Management and Old Kent Bank & Trust - Investment & Trust Management Division.
Job Titles:
- Managing Director
- Member of the Senior Team
Job Titles:
- Managing Director
- Member of the Executive Team
- Member of the Full Team
Job Titles:
- Managing Director
- Partner
- Education
- Managing Director / Learn More
Tracey is a partner at MPI and is based in the firm's Philadelphia office. As a member of MPI's transaction and advisory practice, she participates in the firm's M&A activities, fairness opinion services and valuation engagements used to analyze strategic alternatives, shareholder liquidity options, corporate restructurings, shareholder buyouts, management incentive plans and other business valuation issues. Since joining MPI in 2002, Tracey has also determined the value of closely held securities of companies for purposes including estate and gift tax filings, income tax, litigation services, stock purchase plans, employee stock ownership plans and buy-sell agreements.
Tracey's professional experience includes working with the owners and advisors of middle market public and private companies operating in various industries, including grocery, convenience and drug stores, household goods, food and beverage, energy, automobile retail and building materials sectors, among others.
Job Titles:
- Vice President
- Vice President / Learn More
Tracy is a Vice President at MPI. Tracy has more than 25 years of experience performing valuations of privately-held businesses and business interests for purposes including estate and gift tax planning, ESOP transactions, strategic and corporate planning, financial reporting and litigation support. Tracy has extensive experience in fairness and solvency opinions, as well as experience in debt instruments and intellectual property. Tracy's experience spans a multitude of industries and geographic locations, and she has served as an expert witness in Florida and Virginia courts.
Prior to joining MPI, Tracy worked in the valuation departments of accounting and investment banking firms in Orlando, Florida, served as Vice President of a long-established valuation firm in Jacksonville, Florida, and ran her own valuation practice. She has also served in roles outside of valuation, including CFO of a not-for-profit company, and has served in local government as a town council member.
Tracy Lamb
Education
B.S. in Finance and Economics, Jacksonville University
Affiliations
American Society of Appraisers - Accredited Senior Appraiser (ASA in Business Valuation)
Job Titles:
- ABV / CFF, ASA - Managing Director
Job Titles:
- Member of the Senior Team
- MSGB / Assistant Vice President