Sean McCloskey* is CEO of Tax & Financial Group, where he advises business owners on significant financial decisions affecting their companies and personal wealth. His work often involves helping owners evaluate opportunities, plan for growth, and navigate major transitions such as ownership changes, liquidity events, and succession.
Sean began his career with Ernst & Young in Los Angeles and later built a career in New York spanning investment banking, private equity, and venture capital. During this time, he worked as an investment banker with Lehman Brothers. Sean later continued his work in these areas in California.
Over the course of his career, Sean has advised clients on mergers and acquisitions, business succession planning, tax planning, ESOPs, private placements, IPOs, recapitalizations, spin-offs, and other complex transactions.
Sean also led a business valuation firm for twelve years where he performed hundreds of valuations and served as an expert witness. Sean holds Series 7, Series 24, and Series 66 registrations and is a member of the AICPA. He earned his MBA with an emphasis in Finance from the Wharton School at the University of Pennsylvania and his bachelor’s degree in Accounting from the University of Southern California. Sean and his wife Shari live in Newport Beach with their two sons, Ryan and Cooper.
