Mark D Welker

Mark helps entrepreneurs realize the fruits of their labor while moving their businesses forward.

When owners of privately held businesses decide it’s time to develop and pursue a plan to transition their involvement with the company, Mark helps develop a business succession plan. He strategizes with clients to identify succession goals, decide how best to achieve those goals and execute the transaction.

Although Mark does not practice accounting, his certified public accountant (CPA) skills enable Mark to understand what makes clients’ companies tick and to analyze the most financially beneficial plans for implementing client goals.

Mark is particularly passionate about the creation and operation of employee stock ownership plans (ESOPs). Mark believes ESOP transactions are a capitalistic, market-based, fair way of transferring wealth to rank and file employees while allowing the business owner to realize full fair market value for the business in a way that is subsidized by tax incentives. ESOPs provide an opportunity to create wealth for individuals who otherwise might not have access to it. These transactions are truly about doing well by doing good for others, and Mark enjoys witnessing the impact ESOPs have on sellers’ and employees’ lives.

Mark is driven to implement the right succession solution for each client’s unique situation.

For most clients, Mark becomes a counselor and main point of contact for legal matters. He connects clients with the appropriate resources to assist them with all legal needs.