Mike Mathioudakis Email and Phone Number
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Mike attended the University of Notre Dame where he played football and double majored in Accounting and Philosophy. Upon graduation in 1985 Mike worked for the Indianapolis office of Price Waterhouse.Mike became a financial advisor in 1987 and has focused his entire career on serving the needs of successful business owners. Mike has always had a strong passion to help successful business owners integrate their business, personal and philanthropic planning so as to maximize both their impact and their wealth with maximum tax efficiency.Mike has assisted scores of families in developing and implementing business succession and wealth transfer plans that significantly reduced or completely eliminated capital gains tax as well as estate and other transfer taxes.Mike founded The Genesis Group in 1994 and became a Registered Investment Advisor (RIA) in 1995. Mike quickly developed clients in many parts of the country, serving clients from Oregon to Arizona to Florida, with large concentrations of clients in Florida, Chicago and Indiana.During Mike’s time with Genesis, Mike developed a large network of successful business owner clients. In the early 2000s, many of Mike’s business owner clients began implementing succession plans that resulted in selling their businesses to public companies or private equity firms, selling to ESOPs or transferring them to partners or family members. These transactions totaled in the billions in total sales value. Mike also became active in the private equity space in the late '90s and has assisted many business owners in the capitalization of their businesses.Mike now focuses his energies assisting closely-held business owners in transferring their business ownership to Employee Stock Ownership Plans (ESOPs). Mike frequently serves as an ESOP Trustee in these transactions, working with businesses across the country. Mike is also an active angel funder.
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PresidentGenesis Esop Advisors, Llc Jan 2019 - PresentFishers, InGenesis ESOP Advisors, LLC assists successful business owners in transferring ownership in their closely-held businesses to Employee Stock Ownership Plans (ESOPs).
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PresidentGenesis Advisors, Llc Aug 1994 - Present10150 Lantern Road, Suite 150, Fishers, In, 46037Genesis Advisors has assisted scores of families in developing and implementing business succession and wealth transfer plans that significantly reduced or completely eliminated capital gains tax as well as estate and other transfer taxes.
Mike Mathioudakis Skills
Mike Mathioudakis Education Details
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Accounting, Finance & Philosophy -
North Central High SchoolHigh School Diploma
Frequently Asked Questions about Mike Mathioudakis
What company does Mike Mathioudakis work for?
Mike Mathioudakis works for Genesis Advisors, Llc
What is Mike Mathioudakis's role at the current company?
Mike Mathioudakis's current role is President at Genesis ESOP Advisors, LLC.
What is Mike Mathioudakis's email address?
Mike Mathioudakis's email address is mi****@****ors.net
What is Mike Mathioudakis's direct phone number?
Mike Mathioudakis's direct phone number is +131762*****
What schools did Mike Mathioudakis attend?
Mike Mathioudakis attended University Of Notre Dame, North Central High School.
What are some of Mike Mathioudakis's interests?
Mike Mathioudakis has interest in Collecting Coins, Kids, Cooking, Electronics, Home Improvement, Reading, Stamp Collecting, Gourmet Cooking, Music, Sports.
What skills is Mike Mathioudakis known for?
Mike Mathioudakis has skills like Team Building, Customer Service, Public Speaking, Management, Financial Analysis, Financial Planning, Financial Services, Strategic Planning.
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Mike Mathioudakis
United States -
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1privateconsulting.com -
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