Michael Benedict

Michael Benedict

Business Transition Advisor BOK Financial
Expertise
  • Business Succession Planning
  • Mergers and Acquisitions
  • Succession Planning

Mike Benedict works exclusively on planning and orchestrating the ownership transition of privately held companies to include insider transactions and external sales to third parties. Benedict joined BOKF in 2016 and has 26 years of experience as a wealth advisor. He has been working as a business transition advisor for four years.

Benedict earned a bachelor’s degree in business administration from The University of Texas, Austin and his MBA from the University of Dallas in Irving. He is a Certified Financial Planner (CFP), a Certified Exit Planner (CExP), and a Certified Exit Planning Advisor (CEPA). He is a current member of the Association for Corporate Growth (ACG), Business Enterprise Institute (BEI), and Exit Planning Institute (EPI). He is a past member and treasurer of the Austin Financial Planning Association and a past adjunct professor at the University of Dallas.

Outside of the office, he enjoys playing with his grandchildren, golfing and traveling (in that order).

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Mike Benedict

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BOK Financial Corporation is a more than $50 billion regional financial services company headquartered in Tulsa, Oklahoma with more than $105 billion in assets under management and administration. The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. BOKF, NA's holdings include TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial (in Arizona, Arkansas, Colorado, Kansas and Missouri); as well as having limited purpose offices Nebraska, Wisconsin, Connecticut and Tennessee. The entities held by BOK Financial Corporation are periodically referred to collectively as BOK Financial Corporation Group. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors.

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.

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