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.…

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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…

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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…

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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…

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