Insights: Succession & Exit Planning

Joseph J. Maruca

Before making any recommendations or decisions, Joe Maruca likes getting a full understanding of his clients. Working with clients in manufacturing, professional services, sports and entertainment, and the nonprofit sectors, Joe takes a hands-on approach to build better relationships, ensuring he understands his clients’ needs. Whether a company needs help in accounting and financial reporting,…

Read More

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 Audit and Assurance and Private Company Services Groups, Lee acts as a resource and technical leader for his clients and Mercadien. Building…

Read More

Myron M. Gellman

As a Managing Director and 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…

Read More

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…

Read More

Conrad L. Druker

Conrad Druker’s clients are confident in knowing they can count on him for all of their financial needs. As Managing 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 opportunities, they…

Read More