Todd is a Partner at MPI and is based in the firm’s New York City office. Since joining MPI, Todd has determined the value of closely held securities of companies and partnerships in many industries for a variety of purposes, including estate and gift tax, income tax, matrimonial proceedings, Employee Stock Ownership Plans, corporate planning and restructuring, financial reporting, sale, merger, stock purchase plans and buy-sell agreements. Todd has prepared valuations of closely held operating companies, asset holding entities, as well as other securities such as undivided interests in real estate, closely held promissory notes and preferred stock. Todd has experience in a variety of industries, but specializes in the valuation of traditional asset management firms, alternative investment management companies and securities tied to future cash flows based on carried interest or promote. The valuation analyses and reports prepared by Todd have been used for presentations to management, directors and stockholders of client companies, as well as to attorneys, accountants, other fiduciaries and the Internal Revenue Service. Todd is a member of the Board of Directors of both Management Planning, Inc. and MPI Securities, Inc. |  |