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Michael Trabert
CPA*, CVA, CMAP, CEPA, CM&AA, CBEC
*Licensed by the State of Ohio
Partner
Advisory
About Michael
Michael Trabert is a partner in the Advisory Services group. He is the leader in the Value Acceleration / Exit Planning Services group and is also a leader in the Firm’s Transaction Advisory Services group. Mike understands the diverse goals and objectives of privately held business owners and helps them build, develop, and eventually exit their businesses, and was recognized with the Exit Planner of the Year award from the Exit Planning Institute (2017). He has worked extensively with clients ranging from startups to multinational organizations with over $1.5 billion in annual sales.
As a Certified Valuation Analyst (CVA), Mike understands the intrinsic value of the elements of a business and assists clients in maximizing their value. He regularly hosts Owners’ Roundtable workshops – a full-day, interactive workshop designed for business owners who want to maximize the value of their businesses and exit on their terms.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Ohio Society of Certified Public Accountants (OSCPA)
- Northeast Ohio Chapter of the Exit Planning Institute, President
- Leading Edge Alliance (LEA) Certified Exit Planning Advisor Group, Chair
- Leading Edge Alliance Family Business Special Interest Group, Chair
- Alliance of Merger & Acquisition Advisors, Board Member
- Association for Corporate Growth
- Middle Market Investment Banking Association
- National Association of Certified Valuators and Analysts
- International Exit Planning Association (IEPA)
Articles, Seminars & Presentations
- Leading Edge Alliance, Family Business Special Interest Group – Houston, Texas; Chicago, Illinois; Denver, Colorado; Las Vegas, Nevada
- Leading Edge Alliance, Managing Partner Meeting – San Diego, California
- Leading Edge Alliance, Workshop – Paris, France; Madrid, Spain
- Exit Planning Institute Annual Summit – Phoenix, Arizona
- Numerous industry associations – Dallas, Texas; Las Vegas, Nevada; Philadelphia, Pennsylvania; Cleveland, Ohio; Nashville, Tennessee
- Numerous owners’ groups, such as Vistage
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