2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
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
