Indianapolis - MCM | Business Strategy Consulting

Skip to main content.

Search input
Online Pay
Locations
Contact

Meet the Team
Industries
Services
- Wealth Management
- Employee Benefit Plans
Careers
- Open Career Positions
- MCM on Campus

Cincinnati
Indianapolis
Jeffersonville
Lexington
Louisville
Louisville East

Indianapolis

9229 Delegates Row, Suite 250
Indianapolis, IN 46240

Main: 317.347.5200
Fax: 317.347.5211

About MCM
Knowledge
- Articles
- BusinessWise Radio
Careers
- Open Positions
- MCM on Campus
Locations
MCM Events
Client Resources
Contact Us
Newsletter Signup
Online Pay

Facebook
Twitter
YouTube
LinkedIn

Privacy Policy
PrimeGlobal

Contact Us

Name*
Company Name
Email*
Your Message*
Comments
This field is for validation purposes and should be left unchanged.

Cincinnati Parking Instructions

Parking instructions: Park at the attached garage, 430 Main Street Cincinnati, OH 45202. Please call ahead to reserve a space. If this garage is full, we recommend the garage on 8th and Sycamore, 716 Sycamore St, Cincinnati, OH 45202.

Lexington Parking Instructions

Parking instructions: Park at the Hilton garage attached to the building, 369 W Vine St, Lexington, KY 40507. You may enter from either Vine Street or Main Street.

Louisville Parking Instructions

Parking instructions: Park at either the 4th Street Live! parking garage, 425S S 5th St, Louisville, KY 40202 or the Seelbach Hilton garage, 523 South Fifth Street, Louisville, KY 40202.

Newsletter Signup

Name*
First Last
Email*
City
City
Company*
Email List*
- Attorneys
- Automotive
- COVID-19 Updates
- Employee Benefits
- Financial Institutions
- Government
- Hospitality / Restaurant / Caterers / Hotels
- HR
- Insurance
- Investment
- Manufacturing & Distribution
- Not-for-Profit
- Physicians
- Real Estate
- Seminars & General Alerts
- Transportation Industry

Free Consultation

Email*
Name*
First Last
City
City
Company*
Compliance Requirements
- A
- B
- C
- D
- E
Number of Servers
- 1
- 2
- 3
- 4
- 5+
Comments
Comments
This field is for validation purposes and should be left unchanged.

COVID HR - Contact Us

Name*
Company Name
Email*
Your Message*

COVID Contact Us - Accounting and Reporting

Name*
Company Name
Email*
Your Message*

COVID Contact Us - Banking

Name*
Company Name
Email*
Your Message*

COVID Contact Us - Business Interruption

Name*
Company Name
Email*
Your Message*

COVID Contact Us - Corporate Financing

Name*
Company Name
Email*
Your Message*

COVID Contact Us - Payroll

Name*
Company Name
Email*
Your Message*

COVID Contact Us - Tax

Name*
Company Name
Email*
Your Message*

COVID Contact Us - Technology

Name*
Company Name
Email*
Your Message*

Family Business Survey

1. A documented plan and schedule exists for transferring business decision-making responsibility and authority to the next generation of management.
- A
- B
- C
- D
2. The founder’s continuing role in the business has been discussed with the next generation of management and is well defined.
- A
- B
- C
- D
3. The founder has developed a written exit strategy from the business.
- A
- B
- C
- D
4. The founder’s plan has been communicated to all family members & stakeholders.
- A
- B
- C
- D
5. Our family meets regularly to develop the individual and collective communication, problem-solving and conflict-resolution skills of all adult family members.
- A
- B
- C
- D
6. We have a documented statement of the family’s business vision to which all adult family members subscribe.
- A
- B
- C
- D
7. We have developed, agreed upon and documented rules/guidelines for making decisions about hiring family members to work in the business.
- A
- B
- C
- D
8. We have considered, defined and documented the rights and responsibilities of each of the various business and family roles we play.
- A
- B
- C
- D
9. There is a documented strategic plan.
- A
- B
- C
- D
10. We have an active, functioning board of directors with independent representatives (non-family).
- A
- B
- C
- D
11. We have an active, functioning board of directors with independent representatives (non-family).
- A
- B
- C
- D
12. Clear job descriptions and performance standards exist for both family and non-family employees.
- A
- B
- C
- D
13. Rules for compensating family members employed in the business have been established and effectively balance business and family considerations.
- A
- B
- C
- D
14. The management model that will be used in the next generation has been defined and documented.
- A
- B
- C
- D
15. Criteria for evaluating candidates for the top management position(s) in the next generation have been agreed upon and documented.
- A
- B
- C
- D
16. An objective process by which successor selection(s) will be made has been established, documented, and communicated to affected stakeholders.
- A
- B
- C
- D
18. Every adult family member understands the rights, roles and responsibilities that apply to the owners of our family’s business.
- A
- B
- C
- D
19. A decision has been made about to whom ownership will be transferred in the next generation.
- A
- B
- C
- D
20. Written buy-sell and/or shareholder agreements exist and are current. They define how stock will be treated in the event of death, disability or withdrawal of a shareholder from the business.
- A
- B
- C
- D
21. All owners receive periodic information about the financial performance of the business and are able to read, understand and interpret financial statements.
- A
- B
- C
- D
22. The estate plans of the founder and all other family stakeholders are complete and are reviewed annually.
- A
- B
- C
- D
23. The methods and means whereby the founder’s (or current leader’s) estate will be distributed have been shared with all affected family members.
- A
- B
- C
- D
24. Funding provisions exist for the payment of estate tax obligations.
- A
- B
- C
- D
25. The family knows the philosophy and specific intentions of the founder and his or her spouse concerning wealth and philanthropy.
- A
- B
- C
- D
Name
First Last
Email
CAPTCHA

EOS Consultation

Name*
Title*
Company Name*
Email*
Number on Executive Management Team
Mesage
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.

Ascend Application

Name*
Phone Number*
Email Address*
Home Street Address*
T-Shirt Size*
Current School Attending*
Current Year*
- Freshman
- Sophomore
- Junior
- Senior
- Graduate Student
Undergraduate Graduation Date*
Graduation Date with 150 Hours*
Current GPA*
Accounting GPA*
What is your area of interest?*
- Tax
- Audit
What is your plan for achieving the 150 hour requirement?*
Who referred you to MCM?
How did you hear about MCM?*
Please upload your resume and transcripts below in PDF format.*
Drop files here or

Accepted file types: pdf.