John Turcotte
ChFc, CLU
John has over thirty years of experience in the insurance and financial services industry. He specializes in developing estate and business succession plans for highly compensated executives, professionals, physicians, and owners of closely held corporations. Prior to joining Stratos Wealth Partners on September 11, 2013 he was Managing Partner of Heritage Private Wealth, LLC from November 2010.
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.
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. “
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Vic Conrad
CFP, ChFC, AIF
Coming face-to-face with your financial situation can be uncomfortable and intimidating, but it’s necessary.
I understand the uneasiness and that’s why for more than 30 years, I’ve been using my talents and skills in financial services to make numbers less scary for people.
I take a hands-on approach and provide customized solutions that are unique to your needs.
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.
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.