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.
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.
Kurt Cretors
CEPA
Kurt Cretors is a long-time business owner who understands the needs and challenges of his entrepreneurial clients. An Accredited Wealth Management Advisor (AWMA) and Certified Exit Planning Advisor (CEPA), Kurt is singular in his commitment to helping business owners and executives identify and achieve their goals over the long haul.
As a Certified Exit Planning Advisor, Kurt does more than facilitate buy/sell transactions.
Kwame Dougan
Attorney, MSc, B.A.
Kwame L. Dougan is an attorney at Scotch and Firm Law and Strategy Group, providing holistic solutions for clients with wide-ranging needs involving law, finance, and policy.
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.
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.
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.
Bruce Hosler
Enrolled Agent, CFP®, EA, AIF®, CEPA®, CDFA®
“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “
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.
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.
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.
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.
Salene Kraemer
Attorney
A Board-Certified Business Bankruptcy specialist and a Certified Turnaround Analyst, Salene concentrates her practice on restructuring, creditors’ rights, and bankruptcy law. She also provides general corporate counsel for mid-size to large companies.
David J. Kreher
Attorney at Law
At Kreher and McCabe we are dedicated to providing the best counsel to our clients possible.
In particular, David J. Kreher has a Ph.D. in geochemistry, over 15 years of experience in the practice of law and diverse experience in the filing and prosecution of patent applications, defending his client’s intellectual property rights, and consulting with his clients on business related legal matters and an extensive technical background in engineering and construction.
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.
Eric Magister
MA in Law
Eric Magister helps small business owners source money to grow their business. He understands that running a business is time consuming. And sometimes small business owners just don’t have enough time to run their business and search for capital sources. That’s when they come to Eric for help. Eric finds capital sources that best fit with the company’s needs so the business owner is able to stay focused on running his or her company.
Holly A. Magister
CPA, CFP
Holly A. Magister, CPA, CFP®, is the founder of Enterprise Transitions, LP, an Emerging Business and Exit Planning firm. She helps entrepreneurs assess, re-align, and accelerate their business with the intent of eventually executing its top-dollar sale. Holly founded ExitPromise.com in 2010 and has answered more than 2,000 questions asked by business owners. Holly also wrote several dozen articles for Forbes.com as a Contributor.
Lawrence McKee
CPA
Experienced Contract CFO | Controller with start-up, crisismanagement and private company experience.For many small to mid-sized businesses it is just not practical or financially feasible to have a full time salaried CFO on your payroll.You can get the benefits of a senior financial executive at a fractionof the cost of a full-time CFO by engaging a Contract CFO.Most small business owners never give creation of business value adequate consideration.
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.