Insights: Succession & Exit Planning
Lee D. Boss
Focusing on building relationships, Lee Boss takes a proactive, client-facing approach in business. He takes the time to get to know his clients, as well as their needs and goals. As a Managing Director and Chair of the Transaction Advisory and Private Company Services Groups, Lee acts as a strategic resource and trusted advisor to clients…
Myron M. Gellman
As Managing Director and Managing Principal at Mercadien, Myron Gellman provides various business consulting services to his clients, including strategic planning, succession and exit planning, mergers and acquisitions, as well as CEO and Board of Directors coaching and advisory services. Serving as an independent, trusted outside voice, he challenges CEOs and boards to think differently…
Marguerite L. Mount
“Before you understand the numbers, you need to understand the person.” For Marguerite Mount, empowering her clients around handling their finances is at the heart of her practice. That means demystifying complex financial and tax challenges by being accessible – in her language, conversations and responsiveness. Known for encouraging her clients to ask tough questions, Marguerite always…
Conrad L. Druker
Conrad Druker’s clients are confident in knowing they can count on him for all of their financial needs. As Managing Director and Principal of Mercadien, Conrad serves as a trusted advisor to large, closely-held and family-owned organizations spanning multiple generations. From assisting with tax, estate, or strategic planning to evaluate financing options or other business…