WADE KOZICH, SENIOR ADVISOR
Wade Kozich contributes to transactions and marketing as GBQ’s chief liaison in its affiliation with Footprint Capital. With more than 40 years of expertise working with middle market business owners, Wade brings invaluable and relatable experience to sell-side, buy-side, and succession planning engagements.
Wade Kozich joined GBQ in 1976 and became a Partner in the Firm in 1981. He was Managing Director of the firm from 1996 until 2010, after which he was named Senior Director. In 2011, Wade took on the role of Director of GBQ’s Transaction Advisory Services.
Wade continues to provide the same passion and vision that helped GBQ become the largest independent accounting and consulting firm in Central Ohio. Wade focuses on passionately serving clients as well as concentrating on various practice development initiatives. Throughout his career, Wade has continuously provided business and financial advice to clients most notably in the areas of retail, wholesale, construction, service and manufacturing.
He has expertise serving as a chief financial advisor on transactions, as well as experience with succession planning, corporate reorganizations, shareholder dispute resolutions, sourcing and coordination with investment bankers, corporate financing and restructuring, structuring and modeling liquidity options, helping clients prepare for liquidity events, and dealing with troubled company situations.
Bachelor of Science (B.S.) from California State University at Hayward
U.S. Naval Academy
Certified Public Accountant (CPA)
Certified Merger and Acquisition Advisor (CM&AA)
Certified Exit Planning Advisor (CEPA)
American Institute of Certified Public Accountants (AICPA)
Association for Corporate Growth (ACG)
The Ohio Society of Certified Public Accountants (OSCPA)
Alliance of Merger and Acquisition Advisors (AM&AA)
The Exit Planning Institute
Board Member, Association for Corporate Growth (ACG)
Board Member, U.S. Bank Advisory Board