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Transition and Strategic Planning

Take the Exit Planning Readiness Assessment Download Assessment

Building and protecting your livelihood takes a lifetime of work.

Planning is about building, retaining and perhaps passing on your wealth to the next generation. It involves recognizing and coming to grips with many complex operational, family, individual and business issues; issues that must be addressed for the business to move forward in the evolution process.

MCM is prepared to discuss and help advise on the following matters:

  • Business strategy
  • Business transition strategies if warranted
  • Setting goals and outcomes from the planning process
  • Value enhancement and value drivers
  • Transferring of wealth safely, appropriately and tax effectively

MCM offers a number of tax and consulting services that allow us to tailor the elements of successful transition and/or strategic plans to businesses we work with. Our areas of expertise include tax strategy & planning, HR consulting, valuation, investment advisory, ESOP consulting, financing advisory, change management and transaction advisory services.  With proper planning, value can be added to your business.

To assist in this process, contact Steve Kerrick, CPA-ABV, MBA, CGMA, Crystal L. Faulkner, CPE, CExP, MAAF or Chuck Stevens, CPA-ABV, CVA, CEPA, CFF to talk about your succession plans.

KerrickS

Steve Kerrick

Crystal_Faulkner

Crystal Faulkner

Chuck_Stevens

Chuck Stevens

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Personnel Profiling joins MCM

Effective July 1, 2014, Personnel Profiling, Inc. has joined the team at Mountjoy Chilton Medley, Kentucky’s largest CPA & advisory firm. With MCM, we’ll continue to offer the same top notch HR assessments, services and tools, now coupled with a greater breadth of in-demand expertise and services. You can now find the PPI main office and staff at MCM’s downtown Louisville headquarters.

Read About The Merger Continue to MCM's Website