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Business Owner Exiting
Business Valuation
M&A Escrow
Comprehensive Planning
Advanced Legacy Planning
Wealth Management
Teams
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 Owner Exiting Team
Business Owner Exiting Services
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1: Discovery & Process Oversight
Geoff Hakim, CFP®
MCM Wealth
CEO & Founder
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1: Discovery & Process Oversight
Kirk Loury
MCM Wealth
Portfolio/Business Strategist
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2: Pre-Sale Tax & Estate Planning
Yaasha Sabba
Sky Unlimited Law
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2: Pre-Sale Tax & Estate Planning
Craig Stone
Stone Bybee & Associates, PLLC
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3: Business Value Optimization
Jim Cascino
C-Suite Advisors
Founder & CEO
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3: Business Value Optimization
Amy Logan
Mythos Leadership, LLC
Founder & CEO
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4: Valuing & Selling Your Business
Max Friar
Calder Capital (General M&A)
Managing Partner
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4: Valuing & Selling Your Business
Vaughne Glennie, CM&AA
Vertess (Healthcare M&A)
Managing Partner
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4: Valuing & Selling Your Business
Molly Adames
Transworld Business Advisors
Senior Business Advisor
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5: Documenting Your Deal
Dustin Daniels
Miller Johnson
Chair: M&A Practice Group
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6: Post-Sale Wealth Planning
Bob Hoyt, PhD
MCM Wealth
President & CIO
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6: Post-Sale Wealth Planning
Matt Gropp
MCM Wealth
Senior Client Advisor
Business Owners:
Considering Selling Your Business But Don’t Have a Plan?
Schedule a Meeting with our Founder
