CEPA FEUD
Kim “Mo” Mahoney
Financial Advisor, Pacific Advisors
Mo’s main focus is on Business Exit Preparation and Strategy as well as facilitating coordination with other advisors in the development of the overall plan in order to achieve superlative results for clients and their families.
Session: CEPA Feud
About Mo
Mo Mahoney works with high net worth clients, typically business owners in the $10M-$100M valuation range. His firm collaborates with clients and their trusted advisors to leverage personal and business financial opportunities. These include assisting with business exit strategy and then maximizing the income from the liquidity event. On their Advanced Planning Team, his focus is on Business Exit Preparation and Strategy as well as facilitating coordination with other advisors in the development of the overall plan in order to achieve superlative results for clients and their families.
Additional information about Mo Mahoney: Colonel USMC Reserves, F-18 Combat/Carrier Marine Fighter Pilot, Fortune 250 Executive, Airline/FedEx Pilot, Business Owner, Business Transition Specialist
