Stephen Ferraro
CPA, CVA, CBEC
I Help Business Owners Set Goal and Achieve Success!
Over 40 years of public accounting, entrepreneurial and management experience. Leveraging my leadership and financial experiences, I work with middle market businesses and their owners to ensure they grow, maximize business value and achieve personal financial success. Over my professional career, I have consulted on a wide range of areas including, business valuation, transition planning, growth strategies, wealth advisory, mergers & acquisitions, strategic and business planning, forensic accounting, litigation support, due diligence and quality of earnings, financial management, financing assistance, internal controls, and attestation and tax engagements.
Matan Shmuel
Attorney
Matan Shmuel is the founder and managing member of Shmuel Law Group, LLC. Matan focuses his practice on advising and counselling businesses and entrepreneurs in all enterprise-related matters, as well as advising individuals and family business owners in personal tax and estate planning matters.
Christopher Goebel
CEPA, CFBA, MBA
Growing up in an entrepreneurial business founded by his father in 1964, Christopher went from sweeping floors to become President & General Manager of Lakefront Lines/Coach USA. Working alongside his father and five siblings, he helped grow their business into a $38.9 million enterprise. Managing the family business through a generational transition, privately-equity ownership and then to a publicly-traded company, Christopher learned firsthand the challenges of scaling, operating and exiting a successful business enterprise – and has a passion for sharing the wisdom he has gained in a lifelong career as a visionary and performance-driven executive.
Terry Flanagan
MBA, CVA, CBI, CM&AA
Terry was credentialed in business valuation in 2005 and has valuation experience in multiple industries including professional practices, closely held businesses and businesses in the lower to middle mid-market category for buy/sell, gift tax, partner buy-out and marital dissolution reasons. This unique combination of brokerage experience and valuation experience allows for a nuanced understanding of the relationship of how the key drivers of a business determine business value and how to strategically position the business in the marketplace for buyer acquisition.
Eric Magister
MA in Law
As a business valuation professional, Eric Magister works closely with owners of privately-held, small and medium-size businesses and their professional advisors on a wide variety of valuation assignments intended for transactions, insurance and estate planning purposes.
Eric has experience performing business valuations in a broad range of industries including computer data processing, testing laboratories, professional management development training, transportation equipment wholesalers, automotive repair shops, software publishers, scientific consulting, manufacturing, building cleaning and maintenance, special trade contractors, full-service restaurants, health practitioners, and durable goods wholesalers.
Kurt Cretors
MBA, AWMA
Kurt Cretors is a long-time business owner who understands the needs and challenges of his entrepreneurial clients. An Accredited Wealth Management Advisor (AWMA), Kurt is singular in his commitment to helping business owners and executives identify and achieve their goals over the long haul.
As an advisor focused on business transitions, Kurt does more than facilitate buy/sell transactions.
Kathleen Kuznicki
Patent Attorney
Kathleen Kuznicki is a patent attorney focusing on providing legal services to small and mid-sized business, giving them top-tier quality legal work without the large firm price structure. Kathleen works with businesses to protect some of their most valuable assets, their intellectual property.
Kevin Nowe
Attorney
Experienced Advisor with a demonstrated history of working in the retail industry. Skilled in Negotiation, Business Planning, Patent Law, Labor Relations, and Management. Strong professional with a Doctor of Law (JD) focused in Banking, Corporate, Finance, and Securities Law from Case Western Reserve, JD.
Laurie Barkman
CM&AA
I guide business owners how to capture more value and transition your company with success.
Think of me as a business transition sherpa– working with you to maximize the value of your company, and guide you through the complex process of letting it go.
My specialty is working with established private companies in the lower middle market with annual revenues from $1 million to $50 million.
Dann Scheiferstein
MBA, Exit Planner
My interest in business began 35 years ago post biology BA when a sales position instilled a desire to broaden my skills from technical systems to sales strategy and profit performance. I completed my MBA and became a founding stockholder of five different businesses that started with zero revenue and grew to dominate their market niche.
Mark Fazio
Attorney
Mark is an accomplished business lawyer with significant experience representing public and private company clients on a wide array of matters, including mergers, acquisitions and divestitures, business formation and growth strategies, and private debt and equity financings.
Mark is a Certified Public Accountant (inactive status) who began his career with Arthur Andersen as an audit professional and passed the CPA examination in his first sitting.
Tim Whipple
CEPA, Certified Merger & Acquisition Advisor
Tim Whipple is the Designated Broker and Managing Principal of HUB Commercial, an affiliate of Sunbelt Business Brokers. He provides business brokerage and commercial real estate services throughout Arizona. Tim has successfully represented clients in hundreds of commercial real estate/business sale transactions.
Tim is an expert in business brokerage, marketing, real estate acquisitions, contract negotiations, lease review, and market research.
Randall Klein
Enrolled Agent
I help business owners achieve real multi-dimensional wealth and to pursue their LIFE PURPOSE. And most importantly, help people like you get to the point where they can enjoy their wealth.
If you are not enjoying life–or the work in your business–then we need to talk.
As your firm’s part-time CFO, I will help you identify the things that may be holding your company back from big growth, or help you create strategies for your personal exit plan.
Brian Brown
CBI, CMAI
Brian Brown is an experienced professional who specializes in facilitating business transfers for both buyers and sellers. With a background that includes extensive business brokerage training, CEO, President, and Board Member roles in various corporations, he brings over thirty-five years of business-to-business experience, primarily with small and medium-sized business owners. As a former banker and entrepreneur himself, Brian intimately understands the daily challenges faced by business owners.
Neal Isaacs
Business Broker, MBA, CBI, CM&AP
Neal is a former shark diver turned Intermediary. He owns VR Business Brokers of the Triangle, the local representation of the International VR Business Brokers | Mergers & Acquisitions. His focus is seller representation of privately held businesses with annual sales of more than $1M in the Triangle market.
Bruce Hosler
Enrolled Agent (EA), CFP®, CPWA®, AIF®, CEPA®
“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “
Ray Traylor
CPA
With over 35 years of experience, I have held diverse roles as a bank executive, Certified Public Accountant, and the proprietor of multiple businesses. Currently, I lead a team of Regional Managing Partners at J. Galt Finance Suite, a consulting firm dedicated to empowering small and medium-sized enterprises (SMEs) with the essential corporate credit to navigate financial challenges, optimize cash flow, and capitalize on newfound business prospects—all without requiring business owners to provide personal guarantees.
Jim Houlihan
MBA
A strong international business executive with hands-on strategy, marketing, sales, operations, and accounting experience.
Experience growing and managing companies while holding the titles of CEO, COO, and CFO.
HRX Consulting
Hiren Parmar, a distinguished professional bearing the credentials of CPA (Certified Public Accountant), CVA (Certified Valuation Analyst), and CEPA (Certified Exit Planning Advisor), has traversed a remarkable career path in the realm of finance and business strategy.
Hiren serves as the Head of Finance at PlanYear, a prominent role since July 2022. In this capacity, he operates in the vibrant San Francisco Bay Area, where he plays a pivotal role in steering the financial direction of the organization.
Beau Barger
CBB, ABI
Beau was named the “Business Broker of the Year” by the Arizona Association of Business Brokers as the Award of Excellence recipient in 2011 becoming the youngest recipient to receive that honor along with being the youngest broker listed in the AABB Hall of Fame.