Protelum Partners

Tim McDonald, CEPA, M&AMI, ASA

Tim is the founder of Protelum Advisors a boutique investment banking firm that specializes in providing professional services relating to exit planning, business valuation, and business ownership transfers. For over two decades, Tim has provided business succession advice to thousands of business owners. In addition to representing owners of privately held businesses, Protelum Advisors represents over 200 of the nation’s top Private Equity Groups with combined holdings of over $150 Billion.

With over 30 years of professional service experience at the corporate level, Tim brings a wealth of knowledge and experience into his practice. Prior to founding Protelum Advisors, Tim was a Managing Director for one of the oldest and largest middle market investment banking firms in North America. Formerly, Tim served as a Management Consultant with a billion-dollar consulting firm where he consulted to the senior executive level of Fortune 500 companies. Tim also held the positions of Chief Information Officer and Chief Operating Officer of a $25 million revenue US based manufacturer with global distribution based in the Mid-West.

Tim holds a Master of Science degree in Corporate Finance and holds the following profession designations:

  • Merger & Acquisition Master Intermediary (M&AMI)
  • Accredited Senior Appraiser (ASA)
  • Certified Exit Planning Advisor (CEPA)

Tim was a founding board member of the Exit Planning Institutes (EPI), San Diego Chapter. The EPI is an educational organization developed to assist business owners in developing transition strategies to maximize their transition goals.

With the highest of professional standards as our compass, a Protelum Partner is a vetted  expert within their respective field who specializes in the intricacies of business transition planning.

Whether you require a full suite of advisors or just need to round out your existing team, a Protelum Partner expert is an investment in success.


CPA Firms/Tax Advisors

Wealth Advisors

Value Creation Specialists

Latin for the word “team”, a Protelum Partner is a trusted team member with a proven history in assisting business owners achieve a lasting legacy by means of applying best-in-class solutions. The Protelum Partner methodology is designed to combine the right strategy with the right team member to efficiently accomplish your goals, eliminating wasted effort and divergent ideologies

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