Sean McCloskey* is CEO of Tax & Financial Group, where he specializes in helping business owners with their unique financial needs. Sean is especially passionate about helping business owners develop and execute on a plan for their business that also aligns with their personal goals.
Prior to joining Tax & Financial Group, Sean led a business valuation firm where he performed several hundred valuations over 12 years and served as an expert witness on business valuation. Previously Sean was with CB Health Ventures, a New York-based venture capital firm. Prior to that, Sean was an investment banker in New York with firms including Lehman Brothers, ING Barings, and Smith Barney. Sean began his career with Ernst & Young in Los Angeles. Sean also served as an adjunct professor to the Paul Merage School of Business at UC Irvine for the Executive MBA Program.
In his career, Sean has advised hundreds of public and private clients on planning and executing a wide range of strategies and transactions including business succession planning, tax planning, mergers and acquisitions, ESOPs, private placements, IPOs, recapitalizations, spin-offs, and other transactions.
Sean has his Series 7, Series 24 and Series 66 registrations and is a licensed CPA (inactive) and a member of the AICPA. Sean received 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 lives in Newport Beach with his wife Shari and their two boys, Ryan and Cooper.
