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.…
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 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.…
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.…
Enrolled Agent, CFP, AIF, CEPA
“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “
Owner, Broker CBI, ABI
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.
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 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.
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 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.
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
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.…
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.…
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.
Ed is an entrepreneurial lawyer helping business owners sell their business to employees through ESOPs.
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.
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. …
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.…