GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Mark B. Russell
As a CPA, a CFP, a lawyer and a FINRA Series 7, 66 and 79 license holder who has an MBA and an LL.M. in Taxation, Mark helps business owners determine whether an ESOP is the appropriate vehicle for them. If it is, He assists them in structuring the...
ABOUT MARK
As a CPA, a CFP, a lawyer and a FINRA Series 7, 66 and 79 license holder who has an MBA and an LL.M. in Taxation, Mark helps business owners determine whether an ESOP is the appropriate vehicle for them. If it is, He assists them in structuring the transaction, implementing the ESOP and obtaining financing for ESOP transactions. Mark concentrates his practice in a number of areas of finance and tax law, with an emphasis on Employee Stock Ownership Plans. He has experience in dealing with the international and domestic tax treatment of corporate restructuring, spin-offs, dispositions and acquisitions, financial products and tax controversies. He regularly works with commercial, industrial and financial clients. He also assists business owners preparing for succession of or exit from their businesses through various alternatives (management buyouts, ESOPs, recapitalizations, and minority or majority sales of the business) by, assisting them in optimizing the structure of the transaction to achieve the desired o