Kirk Michie

About Kirk Michie

Kirk Michie is the Managing Partner of Candor Advisors, consultants to founder-led businesses contemplating capital events and value enhancement.All founders eventually need to transfer ownership or control of their successful businesses. Candor Advisors ensures entrepreneurs optimize those outcomes, minimize taxes, and achieve their objectives for sustainability, liquidity, and legacy.For more than 30 years, Mr. Michie has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, and legacy objectives. Mr. Michie has raised and deployed more than $1 billion of capital, been involved with evaluating more than direct investments, and participated as principal or advisor on dozens of buyout, refinancing, or sale transactions. Mr. Michie has been a frequent speaker and panelist at Association for Corporate Growth events, Vistage and Entrepreneurs Organization gatherings, ECHELON Capital’s Deals & Dealmakers Summits, and Tiburon Strategic Advisors CEO Summits, where he was a member of the Financial Advisors Roundtable. Additionally, Mr. Michie built AB Bernstein’s Quarterly M&A Roundtable, a gathering of the area’s top dealmakers from venture capital, private equity, legal, accounting, and finance, which was replicated across the US for the firm.Mr. Michie’s areas of expertise include transaction advisory services, mergers and acquisitions with emphasis on founder-owned businesses, corporate and family office governance, capital raising, private equity, corporate strategy, and succession planning. His combination of investment and business experience inform his ability to help entrepreneurs navigate complex entity, family, and legacy decisions.Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA SIPC Candor Advisors and BA Securities, LLC are separate, unaffiliated entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.

Experience

1. Founder & Managing Partner

   Candor Advisors

   Mar 2020 — Present · San Diego County, CA, US

Education

• University of Southern California

  BS, Finance

  1982 — 1984

Skills

• Equities
• Sales Management
• Investments
• Venture Capital
• Securities
• Public Speaking
• Estate Planning
• Executive Management
• High Net Worth Individuals
• Business Development
• Ipo
• Wealth Management
• Lbo
• Asset Management
• Mergers & Acquisitions
• Investor Relations
• Retirement Planning
• Financial Services
• Financial Advisory
• Due Diligence
• Hedge Funds
• Strategy
• Self-Driven
• Private Placements
• Management Consulting
• Financial Modeling
• Asset Managment
• Fund of Funds
• Asset Allocation
• Mutual Funds
• Finance
• Fundraising
• Capital Markets
• Series 7
• Financial Structuring
• Financial Markets
• Wealth Management Services
• Portfolio Management
• Mergers
• Investment Advisory