Photo of Mark 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.

Several recent updates regarding the new Department of Labor (DOL) fiduciary rule have caused confusion for our clients. On March 1, 2017, the DOL announced a proposed delay of the new fiduciary rule and prohibited transaction exemptions that were set to become applicable on April 10, 2017. The DOL requested that all comments on the