Kathleen Hoye


MCM Principal


Kathleen is a Principal in the Consulting Services Team, and the Family Business Advisory Services Team Leader at MCM CPAs & Advisors.

She has extensive experience helping and advising firms with their growth, development, and passing enterprises to the next generation. Her areas of focus include business strategy, family and business governance, communication and cohesion training, family and business policy development, succession planning, leadership development, next generation career coaching, family education and communication, and exit planning that allows owners to exit their businesses on their terms and conditions. Before working at MCM, she was the Director of the Family Business Center at the University of Louisville and Director of the Small Business Development Center for North Central Kentucky. She also created the Vogt Invention and Innovation Fund for the Vogt family in Louisville, which provides seed-stage support and capital for inventors and product developers as well as co-launching the award-winning radio series “This I Believe” on NPR. Kathleen is a frequent presenter at family business and trade conferences, educational programs and meetings covering topics such as family governance, change management, succession planning, exit planning, leadership development, mediation and family communication.

Ask me about:
  • How you professionalize your family or team dynamic so you can make better decisions together
  • How to assess whether or not your successor candidate is the right choice
  • How an advisory board can help you focus on the strategic direction of the business, and how to set one up
  • How to create a comprehensive exit strategy and determine which of the five exit pathways is right for you
  • How to plan for the transfer of managerial, ownership and family leadership to the next generation

  • University of Illinois – Master of Urban Planning and Policy
  • Valparaiso University – Bachelor of Arts, Christ College, Communications and World History
Professional Affiliations & Community Involvement
  • Family Firm Institute (Fellow)
  • Business Enterprise Institute (BEI)
  • Psychodynamics of Family Business (PDFB)
  • UofL Family Business Center
  • Greater Louisville, Inc.
  • Goering Center for Family and Private Business
  • Old National Center for Closely Held Business
Registrations & Licenses
  • Certified Exit Planner (CExP)
  • Advanced Certificate in Family Business Advising (ACFBA)
  • Certified in Family Wealth Advising (CFWA)
  • Five Behaviors of a Cohesive Team certified facilitator
  • Enneagram
  • Predictive Index
Lecturer & Author
  • Regular Presenter, Psychodynamics of Family Business Conference, Chicago
  • 2016, Family Firm Institute Annual Conference Presenter
  • Family Business Magazine contributor
  • 2014, Entrepreneur Magazine, 7 Lessons in Harmony for Family Startups
  • 2010, Business First, Family Businesses are the Cathedrals of our Economy
  • 2008, Business First of Louisville, Bound by Synchronicity: Varied experiences poised Kathleen Hoye to lead the Small Business Development Center
  • 1994, Crain’s Chicago Business, That Cando Attitude Group Floats Small Start-up Loans
Related Services
  • Family Office Solutions
  • Business Succession Planning
  • Business Strategy
  • Family/Team Cohesion


Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.