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

Equity Admin Co.

We are a team of Equity Experts, helping companies to better manage their equity. Our services include ongoing equity administration, employee communication, ASC 718 support, data reconciliation and clean-up, securities issuances, transfers, and so much more! Click on my calendly link in my profile to set up a time to chat and see how we can help you!

Founder

NASPP

The Private Company Editorial committee ensures that the content, insights, and guidance provided by the NASPP are not only relevant but also tailored to the distinctive needs of private companies. Their expertise and experience are instrumental in shaping a narrative that is both informative and practical, catering to the nuanced needs of professionals dealing with equity compensation in the private sector.

Private Company Editorial Committee (PCEC) Member

Hoffmann Capital

Small strategic investments ($5-20k) in companies that we are extremely passionate about and founders who are one-of-a-kind.

LP & Angel Investor

Captal Platform

Advisor

Financial Intelligence

Stock Plan Administration, Cap table management

Managing Director, Business Development

Circa 93 Films LLC

Wedding and event videography & photography

Videographer

Carta

Stock Plan Administrator

Client Support Team Lead

Client Support Analyst

Rain International

Created and implemented Rain's first training curriculum & trained 25+ US-based customer service reps
Traveled to and trained the Country Managers & staff in Vietnam, Colombia, Mexico, and Nigeria
Trained additional managers & staff via Skype in Russia, Malaysia, Singapore, Hong Kong, Japan, the Philippines, Taiwan, and Hungary
Assisted Rain's top distributors each week in rank advancing, sales, escalations, etc.

Global Corporate Trainer & Concierge Manager

BYU Radio

Public Relations, Social Media Marketing, Raising Awareness

Promotions Intern

Accounting Clerk

Cap Table Chris 🧑‍🔧 | ex-Carta 🦄 | Equity administration for pre-IPO companies on Carta 🕺🏼 | Captal’s biggest fan 🧢

Cap 🧢 Tables are the coolest, and Equity is the #1 vehicle for changing your financial destiny (and your posterity’s). Our team is here to make sure your company's cap table is always up to date, and to take that burden from you. It's one of THE MOST important pieces of your company, but it's the number one thing that gets put off. Let's manage it better.

Don't know what a 'cap table' is? Send me a message!

Some background on me: I studied accounting, advertising, film, and then business management in college. I was 7 years, 140 credits, and thousands of dollars in when I decided to stop pursuing my Bachelor's and focus on creating a career for myself. A couple years later when I found Carta, I fell in love with equity and decided to make it my full-time focus.

taplio

The Battle

Mitch Best

Chris Hoffmann, ECA 🚀🧢

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