Matium

I help materials companies grow by automating the tedious tasks and streamlining their communication with their Network via Matium.

Director of Business Development (Growth Guy)

BlueFin Strategies LLC

Principal

Morgan Stanley

In 2022, I assisted Vic Roy with transitioning his Private Wealth business to Morgan Stanley. This business consisted of a multi-family office approach with an average client net worth of $50M+. We also continued our initiative in Exit Planing towards the SMB/MMB space by advising on multiple eight and nine figure exits. This clearly led to a deep focus on estate and legacy planning. 

Within my first few months at Morgan Stanley, I was invited to apply and ultimately accepted to be a member of the prestigious PWAA program that only accepts 10 members per cohort.

During the transition to Morgan Stanley, I was able to re establish as well as enhance many of the tax optimization strategies that I deployed at UBS.

Private Wealth Advisor 

Investment Consultant

I joined Managing Director Vic Roy in 2021 as a partner to lead the strategic planning practice within his private wealth business. Within the first year on the team, I implemented multiple strategic planning initiatives that helped to boost production by 25%+ during a bear market. These strategies helped our clients to optimize their tax efficiency as well as protect their downside.They included:

- Pairing direct index investing with opportunity zone funds
- Security backed lending arbitrage with structured yield investments 
- Pre sale planning around the SALT Tax workaround among other strategies 
- Private foundation creation and implementation

Financial Advisor 

During my time as a WPA, I worked with the top teams in the DC market to create and execute strategic planning engagements. The majority of my work was with founders planning around M&A or exit transactions. One of the teams that I worked with exclusively was The Capital ESOP Group, one of the leading advisors in the 1042 space.

While in the role, I worked on billions in collective exit value where strategic planning led to tens of millions in tax optimization.

Wealth Planning Associate 

Spire Holding LLC

- Co-led effort to launch Nashville office that focused on building the entertainment side of the portfolio.

- Identified opportunities to increase revenue intra company by connecting properties through partnership to boost ROI. 

- Developed, placed, and executed 5-hour ENERGY's national country music platform with anchor artist Dierks Bentley. This included nationally broadcasted television advertisements as well as a joint marketing campaign with 7/11 stores. 

- Created custom marketing platform for Sugarlands Distilling Co. around country music star Cole Swindell including a custom product line and royalty agreement. 

-Used artist/brand specific social analytic and demographic analyzation process to design and pitch partnership programs for artists such as Dierks Bentley, Cole Swindell, and Luke Combs among others. 

- Worked with clients and venues to create marque activation and hospitality experiences at concerts around the country to further enhance partnerships.

Music Division - Co-Director / Business Development 

-Enhance portfolio of sports and entertainment clients/properties through targeted marketing and social media

- Helped identify opportunities for revenue growth by expanding partnerships

- Assisted in pitch creation for prospective and current properties

Business Development Intern

South Carolina Gamecocks

- Assist with preparing of practice or games daily 
- Work closely with position coach with in-practice/in-game procedures
- Carried Steve Spurrier’s headset wire

Student Manager (Football)

- Assisted The Capitol Group with their institutional consulting practice including construction of product offerings 
 
- Gained knowledge of financial planning tools and techniques notably in the executive deferred compensation space.

- Worked closely with upper management to develop excel sheets and marketing tools that were used complex wide

Institutional Consulting Intern 

Georgetown Athletics

- Researched social media tactics specifically dealing with kids club and former athletes
- Developed plans for new approaches dealing with community outreach via social media

Marketing Intern

Naval Academy Athletic Association

- Assisted in creation of award winning “Rock, Paper, Scissors” promotion 
- Work daily with photoshop in creating promotional materials 
- Organize halftime and in game promotions
- Work in office to help create new promotions
- Worked hand and hand with the Baltimore Ravens to create a dual Social Media contest to promote both the Ravens as well as Navy Athletics

Marketing and Promotions Intern

In 2015, I carried Steve Spurrier’s headset at USC. 

In 2016, I was on the NASCAR circuit (not a driver).

In 2017, I toured with Dierks Bentley (not a musician).

Since 2018, I have advised entrepreneurs with a collective net worth in the billions of dollars on efficient optimization and exit strategies.

Now, I am helping to future proof the supply chain, build Industry 5.0 and give business owners a path to greater exits with Matium. 

I also founded BlueFin Strategies to continue to help founders and entrepreneurs optimize all aspects of their balance sheet. 

Remember: It’s not what you make, it’s what you keep

CFP® | CEPA® | FMVA®

What do these random letters mean? I took some tests that make me knowledgeable on Exit Planning, Estate Planning, and Valuations.

Mitch Best

Hive Group

Director, DoD

Senior Program Manager

Aloha My Home

Founder of a technology startup that empowers people to buy and sell properties using a streamlined, Do-It-Yourself website 
-Reverse engineered a Purchase and Sale Agreement to make legally compliant residential real estate transactions more intuitive (and affordable)
-Filed a process patent with the USPTO
-Wrote 150+ pages of blogs to help buyers and sellers to make informed decisions
-Designed an interactive prototype using Figma 
-Coordinated with cross-functional teams to develop a Minimum Viable Product (MVP)

Chief Executive Officer

Parsons Corporation

Built and managed a team of twenty-three software engineers, data scientists, and project managers across four independent data software solutions and data asset projects.

Project Manager for Joint Staff Chief Data Officer

Marketing Systems Analyst

Blackhawk Homes, LLC

Created and operated three real estate investment businesses: One for renovating houses, another for rental units, and a third using self-directed IRA funds for rental properties. Acquired 29 rental units over three years at an estimated value of $3.97 million.
-Researched house remodeling, profit strategies, benefits and drawbacks of long vs. short term real estate investing, creative financing options, locations with best ROI
-Marketed for houses using direct mail, cold calling, online advertisements
-Analyzed deals for profitability and planned exit strategies
-Negotiated with sellers (banks, homeowners, third party wholesalers) for lower purchase prices, including several seller-financed deals with 0% down payments
-Managed construction projects: Obtained financing, managed budget, materials purchases, and project labor during construction
-Managed rental property repairs, rent collection, and evictions

Real Estate Investor

Mars

As a member of the financial analysis and planning team, I managed and oversaw improvements for the Capital Appropriations website, which tracked capital investment approvals and forecasting of $1.7B in 2015 and $1.5B in 2016. I coordinated logistics to amalgamate KPI data of 200+ global units for review by the Board of Directors.  

Managed the Capital Appropriation Budget website (CABweb) that was responsible for approvals of $1.5 billion in capital investments for 2016.  
-Provided training for new users and approvers globally
-Ensured the functionality of the system and raised issues with developers as necessary
-Suggested, tested, and implemented continuous improvements of the website within constraints of annual budget

Corporate Finance Analyst, FP&A

Supported four senior-level finance and operations managers in the Financial Planning and Analysis division. Assisted comparing the actual financials of units across the world to those predicted in the annual operating plan, and communicated with international financial leaders when they weren’t aligned. Sent quarterly financials of Wrigley to Berkshire Hathaway's CEO for review.

Executive Coordinator - Finance

My desire for achieving results has led to these accomplishments:

◦	Purchased 29 rental units and flipped nine houses by the age of 28 after reading and being inspired by Rich Dad Poor Dad. My mom and I also started a podcast called, “Are You Flippin’ Serious,” which never aired - not every idea is a keeper.

◦	Founded a startup that removes middlemen in a real estate transaction by leveraging existing technology and reverse engineering a Purchase and Sale Agreement. While I haven’t accepted outside investment, hundreds of thousands of dollars have been offered to me on numerous occasions.

◦	Was voted, “Most Innovative” and “Energizer Bunny” by my colleagues.

taplio

The Battle

Mitch Best

Rebeka Skogsberg

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