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Business Owner Exiting
Business Valuation
M&A Escrow
Comprehensive Planning
Advanced Legacy Planning
Wealth Management
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Business Owner Exiting Team
Business Valuations Team
M&A Escrow Team
Comprehensive Planning Team
Legacy Planning Team
MCM Wealth Management Team
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Business Valuations Team
Business Valuations
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Discovery & Process Oversight
Geoff Hakim, CFP®
MCM Wealth
CEO & Founder
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Discovery & Process Oversight
Kirk Loury
MCM Wealth
Portfolio/Business Strategist
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Valuation Process & Analysis
Soren Peterson
MCM Wealth
Investment Analyst
Business Owners:
Considering Selling Your Business But Don’t Have a Plan?
Schedule a Meeting with our Founder
