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Introduction Creaghan McConnell Group Ltd.'s reputation for achieving optimum results in the design and implementation of business transition plans rests on the complementary areas of expertise of the firm's dedicated partners. At CMG, we ensure that successful business owners put in place the right transition plan and communicate to their families. While each of the partners at CMG brings a different skill set to the table, all their skills are essential to the firm's ongoing success as The Exit Strategy Company™. Frank Creaghan founded the company because he realized from his family's own experience that proper transition planning can clarify important financial and personal issues early on in the process-before they become obstacles to the smooth running of the business or to family harmony. Family dynamics are a simple fact that any sound transition plan must take into consideration. With his highly developed negotiation skills, Robert Gould helps business-owners reach clarity about their goals. He also facilitates consensus among family members about their level of participation in the business and in its ongoing success. Peter Creaghan identifies and quantifies the financial implications of business owners' key succession goals. Working with the business owners, he and his team design unique solutions to fund these key succession goals at the lowest possible cost. Peter's extensive experience in structuring specialized insurance and financial solutions helps him create strategies that allow our clients to simultaneously growing their businesses and address the key future capital needs of their families. Key amongst Marty McConnell's invaluable skills is his ability to move from plan into action. Marty works with our business-owning clients to transition the design of their plans and to ensure proper implementation. He and his team collaborate with our clients and their advisors to fine-tune their plans and implement the best available financial solutions.
In our years of working with business-owning families and their advisors, we have developed an in-depth appreciation of the demands that professional advisors face in their day-to-day life. Mary Murphy heads up a special division of CMG dedicated to meeting the financial planning and investment needs of busy professionals.
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