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About Us

the MGM Group Trustee Services

Independent. Experienced. Practical.

Mark G. Mills, CPA, co-founded Mills, Potoczak & Company a CPA and business consulting firm. During that time, he has provided auditing, tax compliance, tax planning, and business consulting services to both privately owned and publicly traded companies in a wide variety of industries.


Mark began providing ESOP trustee services in 2010. Through his association with ESOP companies and the professionals serving the ESOP community, he found his true passion lies in helping employee-owned companies. As a result, in 2024 he sold the accounting and tax practice to concentrate solely on ESOPs.

 
Alongside our dedicated team at MGM Group, including another CPA and administrative staff, we are committed to providing ESOP trustee services.

the MGM Group in Numbers

+150


M&A transactions, (including ESOP)

+40


Years of experience in finance and ESOP transactions.

+75


Ongoing ESOP clients

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