Pacific Succession Planning LLC is a search fund acquiring and operating successful small businesses
Max McKelvy, managing partner, is a Bay Area native with a decade of experience working within the financial industry while living in New York City, London and San Francisco. Max is a Certified Financial Planner who works with business owners, executives, entrepreneurs, families and trusts.
Max attended Bucknell University where he studied Accounting & Financial Management and played varsity water polo. In his free time, Max enjoys running, biking and spending time with family.
