Kim “Mo” Mahoney, Certified Founders Group Associate
An Entrepreneur’s Business Succession Journey
I work with highly successful clients, typically closely-held business owners in the $10M-$100M valuation range. We collaborate with clients and their trusted advisors to leverage personal and business financial opportunities, to include facilitating business transitions and then maximizing income from the liquidity event. On our Advanced Planning Team my focus is on Business Exit Preparation and Strategy as well as facilitating coordination with other advisors in the development and execution of the overall plan in order to achieve superlative results for clients and their families.
➥ MY BACKGROUND:
I have over 30 years of experience in the Marine Corps, primarily as an F/A-18 fighter pilot to include multiple combat and US Navy carrier-based deployments. After getting my MBA I transitioned to the reserves and have over 12 years of finance experience focused in business transition, structural liquidity and protecting client assets to maximize growth and pass on as legacy. I live in San Diego with my wife of 30 years and 3 sons while enjoying surfing, international travel and supporting local youth sports and charities.
➥ MY TEAM:
My role is as the Business Transition specialist and integrator for other professionals involved in the clients’ world. I work with a team of professionals who utilize advanced tools & strategies in a way that is understandable to our clients. This process allows our clients to re-engineer their estates & businesses to powerfully develop their ambitions for building a legacy while still getting full use & enjoyment of their assets.
➥ HOW WE WORK.
- We use a strategic evaluation process before making recommendations
- We align with our clients to design a balanced portfolio that focuses on wealth accumulation, distribution, & conservation of assets
- We focus on helping our clients to re-engineer their estates & businesses to powerfully develop their ambitions for building a legacy while still getting full use & enjoyment of their assets.