What MSI Management Services, Inc. does

MSI Management Services, Inc. is a privately held business management firm founded in 1975 in New York City that delivers comprehensive financial and administrative services to high-net-worth individuals, with a concentration in the entertainment industry. The firm operates a multi-service platform of five core modules: Money Management (cash planning, budgeting, bill pay, banking management), Production Accounting (television, film, and music video expense management from pre-production through post-production), Estate and Retirement Planning, Income Tax Planning and Preparation (federal and multi-state), and Advise and Facilitate (insurance coordination and major purchase facilitation including properties and automobiles). The firm has maintained a dual-coast footprint since 1977 through offices in New York City (1430 Broadway, 8th Floor) and Burbank, California (3900 W Alameda Ave, Suite 2100), positioning it physically within the two primary entertainment industry hubs.

The client base spans actors, directors, writers, producers, musicians, athletes, publicists, title companies, medical professionals, and law firms, with service delivery centered on direct, high-touch relationships managed by senior executives rather than technology platforms. Ownership is concentrated among the senior leadership team: President William L. Abrams (attorney with LLM degrees in Taxation and Corporate Law from NYU), Vice President and General Counsel Neil B. Garfinkel (Cornell Law, shareholder since 1996), CEO East Coast Teri Martin (joined 1978, CEO since 2015, shareholder since 2016), and CEO West Coast Zareh Bandari (Pepperdine accounting, joined 2002, CEO since 2015, shareholder since 2016). Revenue is generated through professional services fees likely structured as retainers, hourly billing, or asset-based arrangements, with no publicly disclosed pricing. Client acquisition relies on reputation, referrals, and established professional networks within the entertainment and professional services sectors — no digital marketing, content marketing, or paid advertising channels are disclosed.

Name

MSI Management Services, Inc.

Legal name

MSI Management Services, Inc.

Website

https://msimgmt.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

1–10 employees

Short description

MSI Management Services is a privately held business management firm founded in 1975 providing financial management, tax planning, production accounting, and estate planning services to high-net-worth entertainment industry professionals from offices in New York and Los Angeles.

Ownership category

akta.pro rank

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Business Management Services: Comprehensive business management services for high-net-worth individuals including money management, production accounting, estate planning, tax preparation, and advisory services. Revenue is generated through fees for professional services, likely structured as retainer arrangements, hourly billing, or asset-based fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

MSI Management Services, Inc. is a business management firm that provides financial, tax, and accounting services to high-net-worth individuals in the entertainment industry. Its offerings span five core service modules—Money Management, Production Accounting, Estate and Retirement Planning, Income Tax Planning and Preparation, and Advise and Facilitate—delivered directly through senior account executives from offices in New York City and Burbank, California.

Product overview

MSI Management Services, Inc. offers a comprehensive suite of business management services designed for high-net-worth individuals and entertainment industry professionals. The company operates a multi-service platform model consisting of five core service modules: Money Management (cash planning, budgeting, bill pay, and investment monitoring), Production Accounting (managing television, film, and music video production expenses), Estate and Retirement Planning (wealth preservation and estate transference), Income Tax Planning and Preparation (federal and multi-state tax services), and Advise and Facilitate (insurance and major purchase assistance). Founded in 1975 in New York City with expanded operations in Los Angeles since 1977, the firm serves actors, directors, writers, producers, musicians, athletes, publicists, title companies, medical professionals, and law firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Money Management

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Gelfand, Rennert & Feldman: One of the largest business management and accounting firms serving the entertainment industry. Directly comparable as a business management firm serving actors, producers, musicians, and other entertainment professionals with tax, accounting, and production services — the same niche MSI occupies.
• Miller Kaplan Arase LLP: Certified public accounting firm specializing in entertainment industry clients including musicians, actors, producers, and athletes. Highly comparable in service mix (business management, tax, production accounting) and target market.
• Robertson Taylor Partners: Business management firm serving high-net-worth individuals in entertainment, music, and sports. Comparable in scope, target client, and dual-coast presence (New York and Los Angeles offices).
• Freeland, Kerr & Hoke CPA: Business management and accounting firm focused on entertainers, artists, athletes, and high-net-worth individuals. Directly comparable in service offering (tax, accounting, tour/production accounting) and entertainment client focus.
• NKSFB (Nigro Karlin Segale Feldstein & Bolno): Leading business management firm for entertainers, athletes, and high-net-worth individuals. Provides the same combination of business management, tax planning, tour accounting, and estate services to entertainment clients, making it a direct competitor for the same client base MSI serves.

Broad incumbents

• Citrin Cooperman: Top-30 U.S. accounting and advisory firm with a dedicated entertainment and sports practice. Provides tax, business management, and advisory services to high-net-worth entertainers and athletes — overlapping target clients but at much larger scale.
• CBIZ (CBIZ Inc.): Large national accounting and business advisory firm with an entertainment industry practice. While much broader in scope than MSI, it competes for the same HNW entertainment clients through tax, advisory, and wealth management services.
• BDO USA: Global accounting and advisory network with a media & entertainment practice. Provides tax, business management-adjacent, and wealth advisory services to entertainment clients, operating at far greater scale than MSI but serving overlapping markets.

Emerging players

• Whittaker Associates: Business management firm serving entertainers, musicians, and high-net-worth individuals with tax, accounting, and advisory services. Smaller and more niche than national firms but operating in the same direct competitive set as MSI.

Regional players

• Abrams Garfinkel Margolis Bergson, LLP: Entertainment law firm co-managed by MSI's own VP Neil Garfinkel. Closely related through shared leadership and overlapping entertainment clientele, though it provides legal rather than business management services.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/teri-martin

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MSI Management Services, Inc.