Jason Ward
CPA, CBI, CM&AP
Drawing on over 20 years of business experience spanning a huge number of industries and companies of all sizes including public accounting, manufacturing, distribution, construction, convenience stores, gas stations, e-commerce, dealer services, private schools, oil and gas, and many more…
Jason Ward is a discrete business broker with first-hand experience from the buying side.
CFO, Controller, External Auditor, Internal Auditor, and Consultant.
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.
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.
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.
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.
William Ilgenfritz
CBI, MBA
I help entrepreneurs buy, sell, or grow their business.
*People in organizations work with me and Murphy Business because of the confidentiality around the transactions
*Partnering with me takes some of the stress out of buying or selling your business as I can lead you from valuation to closing. Allowing you to spend more time focusing on your business and less time weeding through potential buyers or sellers that don’t meet your criteria.
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.
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.
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.
Holly A. Magister
CPA
Holly A. Magister, CPA founded Enterprise Transitions, LP, an Emerging Business and Exit Planning firm. She helps entrepreneurs assess, re-align, and accelerate their business to increase business value.
Holly founded ExitPromise.com in 2010 and has answered more than 2,000 questions asked by business owners. Holly authored several dozen articles for Forbes.com as a Contributor.
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.
Julie Kline
Attorney
Julie Kline works with business owners on corporate and real estate transactions, succession, and estate planning. She plays a general counsel role (a “quarterback,” as she says) on transactions and counsels clients on issues like business transition and succession planning, and estate planning.
Colin Gleason
Director
Colin has spent much of his career assisting middle market companies from a financial and strategic standpoint. Prior to joining Gleason, Colin was an Associate with Inverness Graham, a $500 million growth oriented, middle-market private equity fund. Colin also worked at a turnaround investment banking firm, Phoenix Capital Resources, and at PNC Financial Services in its corporate lending group.
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.
Edward B. Lasak
CPA, MA
Edward is a strategic-focused CFO/COO/GM/CPA who is accomplished at optimizing cash flows & balance sheets with value-added strategies to create wealth.
Leveraging his diverse financial, valuation, & business experience, Ed is recognized by his peers for his ability to chart-the-course of what is possible by combining a strategic vision with forecasts and performance milestones. Ed’s approach incorporates sophisticated valuation models that optimize shareholder value.
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.
Greg Younts
CMAI
Greg has over 30 years of experience working for companies in sales, marketing, and management capacities. He started his career in the information technology field where he focused on the design and sales of strategic technology solutions to meet the needs of companies that range in size from small business to the Fortune 100. He has served companies in every major industry throughout North America.
Paul Brown
M. A.
At Clearstone, my mission is simple: we help clients experience a meaningful life as they discover their best path to wealth accumulation, retention, growth, and – in time – transfer of assets. We do this by creating and implementing comprehensive wealth strategies personally designed to help meet what is important to them.
To fulfill this mission I provide clients with clearly understood, professional advice that enhances their quality of life and leads to sustained, actionable solutions.
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.