ABOUT

About Landmark Advisors LLC

Landmark Advisors: Where Dealmakers Connect

Landmark Advisors was founded in 2016 as the outgrowth of more than 25 years of professional legal and accounting services and the vision of our founder, Andrew Thompson. The objective of Landmark Advisors is to create greater efficiency in the marketplace of buying and selling businesses to enable more entrepreneurs to grow their businesses via strategic acquisitions, pairing with investors, and planning the best exit strategies they can. 

Landmark Legal Services: Where Legal Problems Get Solved

Meanwhile, Landmark Legal Services continues its long-time service to businesses and families, assisting them with legal needs as they present themselves. From transactional services to all forms of litigation, Landmark Legal Services remains ready to assist its clients with all their legal needs.

Our Team

Founder

  • Andrew Thompson

    Andrew Thompson is an accomplished, innovative advisor to small and medium-sized enterprises (SMEs) and their owners, attorneys, high net-worth families, investors, family-owned businesses, and startups, providing valuation, M&A services, board governance, fundraising, and development advisory services. Andrew works as a legal consultant, expert witness, and deal intermediary and finds and raises capital for middle-market businesses in health care, manufacturing, business and construction services, technology, real estate investment, and development projects. Andrew also provides family, probate, and civil litigation services, as well as business succession and exit planning, primarily to family business owners.


    From preparation to valuation to documentation on exits, acquisitions, and capital infusions, he serves middle market and main street business owners and investors, helping them achieve tremendous success in the marketplace. As an attorney, he worked for many years on business combinations, M&A transactions, trusts, estates, commercial real estate transactions, and all phases of complex civil litigation. 


    Andrew has spent many years working with charitable organizations as an advisor, board member, and executive experience. He has an extensive background in institutional advancement, governance, management, and other development and managerial services. 


    He has acted on his passions as a writer, speaker, and educator, writing for blogs, marketing materials, technical writing, freelance news, and opinion and features. He has hosted Raising the Bar on BlogTalkRadio and The Growth Club podcast on the Anchor network and produces video education courses on legal, business, and other subjects.

CFO Advisor

  • Mark Monroy

    Mark Monroy is the Principal Consultant of Monroy CFO Advisory Services LLC, which provides CFO advisory services to businesses primarily in the professional service industry. He most recently played an instrumental role with a $180 million revenue security/broker-dealer client in preparing and reviewing audited financial statements and quality of earnings reports for potential mergers. Mark also works with clients in purchasing or consolidating companies from deal inception to the final merger and engages in due diligence analysis and all relevant aspects of a potential merger.


    Last serving as the Chief Financial Officer of a 250+ attorney law firm, Mark helps businesses strategically devise a methodical plan to increase profitability, reduce expenses, and improve cash flow. He has led multiple companies through ERP upgrades and implementations, as well as the completion of cloud-based financial reporting platforms. His passion is helping businesses succeed through servant leadership.


    Mark holds a B.S. in Accounting and M.S. in Accounting from the University of Dallas in Irving, Texas.

Nonprofit Counsel

  • Rob Mitchell

    Rob Mitchell heads our nonprofit advisory practice. Rob is a coach for management executives and entrepreneurs. He offers expertise in staff management, incentive-based compensation design, strategic planning, Board of Directors management and career planning for management professionals. As a coach he uses his likable personality, common-sense, personal experience and strategic thinking to achieve client goals.


    Rob has invested 34 years improving the revenue, reputation, and effectiveness of America’s nonprofits. 


    Rob spent 11 years in national management at the American Cancer Society Inc. Prior to his ACS career he initiated the creation or led the expansion of comprehensive fund-raising programs at four major health organizations, including a comprehensive cancer center and one of the largest US not-for-profit health care systems. In addition to his staff roles, Rob has provided consulting, coaching, and resources for many charitable organizations including the American Red Cross, the Salvation Army, Boys and Girls Clubs, and the Boy Scouts of America. Rob was also involved with the early development of the Crescendo Planned Giving software – now Crescendo Interactive.


    Rob’s American Cancer Society (ACS) career included positions of National Vice President, Chief Development Officer, and President of the American Cancer Center Foundation.

     

    Rob was the first to bring sales-based accountability and incentive compensation to nonprofit professionals. He has worked collaboratively with McKinsey & Co and Booze Allen Hamilton. As ACS Foundation President, he recruited and managed a working Board of Directors - including 6 billionaires.


    Rob’s tenure as ACS’ first Chief Development Officer was highlighted with growth in ACS income culminating with ACS’s first $1 billion giving year in 2007 and the four biggest revenue years for ACS. He was instrumental in bringing the ACS into e-giving – a move that has produced more than $2 billion for the ACS mission since it was begun. His pioneering approach to planned giving is now the single largest source of revenue for the American Cancer Society. During his ACS career he operated an annual budget of $70 million and was responsible for a staff of more than 300. 


    After ACS, Rob co-founded the Atlas of Giving. Using correlation science, The Atlas of Giving developed 65 algorithms to measure and forecast US charitable giving by sector (health, education, religion, etc.), source (individuals, foundations, coporations, & bequests) and by state every month. He successfully raised private investor startup funding for this enterprise.


    Rob has been interviewed by many media outlets including The Wall Street Journal, Bloomberg Business Week, The Washington Post, The LA Times, Money Magazine, Kiplinger’s, Nonprofit Radio, and the Chronicle of Philanthropy. 


    Rob Mitchell can coach you through starting, financing, building, managing, and evaluating corporate enterprises – both for profit and nonprofit. He can plan your professional career path. His successes (and occasional failures) will become your triumph.

Software Advisor

  • Zain Kalson

    Zain Kalson is the CEO of Etheia, a legal technology company that helps family attorneys compel fair discovery, uncover hidden assets, and analyze lifestyle expenses in high-conflict divorces. Using patent-pending software, Etheia produces demonstrative evidence, reports, and exhibits that help family lawyers increase settlement values, demonstrate coercive control, and effectively argue parenting, child support, and alimony terms. Etheia has been recognized by the American Bar Association as a Techshow Semifinalist and is trusted by boutique family law firms nationwide. www.etheia.com

Acquisitions Advisor

  • Jeff Smith

    Jeff Smith has over thirty years of experience in various executive and entrepreneurial leadership positions and has expertise in executive management, business and product planning, sales & marketing, acquisitions, divestitures, turnarounds, operations, and finance. His accomplishments include:

    • Over 15 years of dedicated experience as an Acquisition Specialist.
    • Founder and President of Inc. Magazine "500 Fastest Growing Private Company" for 17 years.
    • An Ernst & Young "Entrepreneur of the Year" award winner for the Midwest Region.
    • Creating a new business practice for a Top 10 CPA/Consulting Firm.
    • Over 15 years of dedicated experience with M&A transactions on both the sell and buy sides.

    Jeff earned a B.S. in Marketing from the Kelly School of Business at Indiana University and is a Kauffman Foundation's FastTrac Entrepreneur Program graduate. He is a lifetime member of the Institute of American Entrepreneurs.

Business Brokerage Advisor

  • Andrew Lowery

    Andrew Lowery is a retired Army Colonel with multiple combat tours to Iraq and Afghanistan, a 32 year Veteran, and a member of the Army Engineer Regimental Corp. Andrew earned his B.S. in Mechanical Engineering from The University of Texas at El Paso, an MBA from American Military University and an M.S in Strategic Leadership from the resident U.S. Army War College. After retiring from the Military, Andrew realized how valuable his skills learned in the military could be to others and saw a unique opportunity to continue serving clients and build a world-class team just like in his military career. From here, his numerous entrepreneurial endeavors were born. To this day, he enjoys helping people with his hard-earned skills and providing elite services to America's best business leaders and families while providing meaningful careers to veterans. http://www.valhallabrokers.com/

Forensics Investigations Advisor

  • Doug Kouns

    Doug Kouns founded Veracity IIR with a vision of bringing the most experienced and accomplished law enforcement professionals, intelligence analysts, and business people together to provide real solutions to real problems.


    Kouns is a former Special Agent and Supervisory Special Agent of the FBI. For more than 22 years, he served the Bureau in the field and at FBI Headquarters while conducting or overseeing criminal, counter-terrorism, and counter-intelligence investigations.


    He began his career with the FBI in the Sioux Falls, South Dakota, Resident Agency, conducting general criminal investigations. After the tragic events of September 11, he was assigned as the primary counter-terrorism investigator and became one of the first designated Weapons of Mass Destruction Coordinators. He led a task force with state, local, and other federal law enforcement to address the emerging counter-terrorism threat.


    Kouns was later promoted to Supervisor in the Weapons of Mass Destruction Directorate (WMDD), where he was responsible for overseeing field programs related to eliminating and investigating threats regarding WMD. He worked with federal, state, and local agencies as well as international law enforcement and intelligence agencies to mitigate this threat.


    Kouns returned to his home division to lead the Indianapolis Field Intelligence Group. The “FIG” consisted of FBI Special Agent intelligence collectors and analysts that worked to fill collection gaps in counter-terrorism, counter-intelligence, and high-priority criminal investigations. He later served as the first Team Leader and operator of the newly established Indianapolis Special Operations Group, which engaged in covert missions and surveillance to support high-priority investigations nationwide.


    Over his career, Mr. Kouns has obtained specialized training in interview/interrogation, evidence collection, human intelligence operations, advanced investigative techniques, surveillance, photography, tactical operations, and more.


    Mr. Kouns is a 1991 graduate of Ball State University, Muncie, Indiana, where he received Bachelor of Science degrees in Chemistry and Education. In 2012, he received a Master of Business Administration degree from Grantham University with distinction. He is also a Certified Fraud Examiner (CFE).


    He was featured in the book FBI Agent and the Journal of Chemical Education. He is a 1st degree Black Belt in Tae Kwon Do.

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