Business Owner Exiting Team

1: Discovery & Process Oversight

Geoff Hakim, CFP®

MCM Wealth

Founder, Principal & CEO

1: Discovery & Process Oversight

Kirk Loury

MCM Wealth

Portfolio/Business Strategy

2: Pre-Sale Tax & Estate Planning

Yaasha Sabba

Sky Unlimited Law

 

2: Pre-Sale Tax & Estate Planning

Craig Stone

Stone Bybee & Associates, PLLC

 

3: Business Value Optimization

Jim Cascino

C-Suite Advisors

Founder & CEO

3: Business Value Optimization

Amy Logan

Mythos Leadership, LLC

Founder & CEO

4: Valuing & Selling Your Business

Max Friar

Calder Capital (General M&A)

Managing Partner

4: Valuing & Selling Your Business

Vaughne Glennie, CM&AA

Vertess (Healthcare M&A)

Managing Partner

5: Documenting Your Deal

Dustin Daniels

Miller Johnson

Chair: M&A Practice Group

6: Post-Sale Wealth Planning

Bob Hoyt

MCM Wealth

Principal, President, & CIO

6: Post-Sale Wealth Planning

Matt Gropp

MCM Wealth

Client Advisor

Business Owners: 

Considering Selling Your Business But Don’t Have a Plan?