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Mark Holmes, MBA, CPA, CBEC, CFA

Founder and Bridge CFO
FairView Financial Advisors

My approach is that of a Bridge CFO - relentlessly focused on determining an achievable path and getting owners to where they want to go. This can be through focus on areas such as: finding the right capital structure; identifying a proper cash flow; conducting the appropriate goal planning; creating a strategy for financial stability and building an action plan for maintaining or increasing the value of the business.  This path may also see me acting as a conduit to what advisors to owners need from decision-makers at the highest level, putting their thoughts and ideas back to the owner in a manner that aligns with the defined company goals.


In these efforts, my supporting professional credentials include: Certified Public Accountant (CPA) Illinois – Inactive; Certified Value Growth Advisor® (CVGA®); and Certified Business Exit Consultant® (CBEC®). I have also completed the examinations for the Chartered Financial Analyst® (CFA®) designation.

About FairView Financial Advisors

FairView Financial Advisors helps you and your clients or advisors identify the most accurate views of the deision before you and provide sound advice on the recommended route to follow so you can reach the desired destination on your terms.

Areas of Focus - FairView bridges the gap between complexity and clarity by installing planning discipline, monitoring a plan and focusing on cash flow. This can involve examination of any of the following:

  • Strategy

  • Organizational Alignment

  • Market Position

  • Wealth Goals

Mark Holmes, MBA, CPA, CBEC, CFA
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