We’re pleased to announce that Mark Birge has joined Aldrich Capital Advisors as a Senior Business Transitions Advisor.
Mark brings over 30 years of experience advising business owners, executives, and high-net-worth families on complex tax, estate, and succession planning matters. As a long-time partner at Aldrich CPAs + Advisors and now Partner Emeritus, Mark has played a critical role in building and shaping Aldrich’s multidisciplinary approach to client service.
In his new role with Aldrich Capital Advisors, Mark will focus on guiding business owners through pivotal transitions—including ownership changes, liquidity events, and long-term succession planning. As a CPA and Certified Exit Planning Advisor (CEPA), he has a deep understanding of both the technical and emotional aspects of business transitions which uniquely positions him to support clients as they navigate these high-impact decisions.
Mark’s addition enhances the Capital Advisors team’s ability to provide thoughtful, integrated advisory services that align personal, financial, and strategic goals.
Aldrich Capital Advisors LP is part of the Aldrich group of companies, providing advisory services for business transactions, including mergers & acquisitions, succession planning, and strategic advisory services.
