Small Business Advisor Network

Licensed Professionals Helping Business Owners Succeed
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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.…

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Vic Conrad


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.…

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Kurt Cretors


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.…

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Stephen Ferraro


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.

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Christopher Goebel


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.…

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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. “

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Jim Houlihan


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.

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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.…

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Salene Kraemer


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.

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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.…

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Edward B. Lasak


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.

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Lawrence McKee


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.…

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Kevin Nowe


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.

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Christy V Parthiban

Enrolled Agent

Being a US Enrolled Agent with over 15 years of work experience, I have helped a wide range of clients including partners, owners and CEO’s having international presence to file their US taxes and ensure cross border compliance. I also help them plan taxes and suggest best tax planning strategies. I have expertise in various US tax forms namely 1040, 709, 3520, 8621, 8938, 8886, 5471 and 8833.…

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Robert J. Preziosi

Enrolled Agent, CLTC

You can take comfort in the fact that I am part of this business owner network and therefore have a vested interest in seeing all of us succeed. In fact, I probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.…

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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.…

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Matan Shmuel


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.


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