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Mark B. Holmes

Wealth Planning Advisor


ph: 708.428.6355
cell: 630.564.1786

Email Address

Mark assists owners with their unique goals – to help them meet those goals by: their business earning competitive industry returns; positioning the business to thrive in the absence of the owner; and keeping an active pulse on market demand with investors.

In small and medium-sized businesses, Mark has particularly focused on planning, analytics, cash flow and budget forecasting, financing requirements and internal/external metrics.

As an advisor and employee (for closely-held companies as well as segments of public and private equity-owned businesses), he has varied experience in accounting, finance and management roles across numerous industries including manufacturing, distribution, services and technology.

Mark has earned an MBA in Accountancy and Finance from the University of Illinois at Urbana – Champaign. Professional credentials include Certified Public Accountant (CPA) and Certified Business Exit Consultant® (CBEC®). He has also completed the examinations for the Chartered Financial Analyst® (CFA®) designation.