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.
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.
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.
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.
Hiren Parmar
CPA, CVA, CEPA
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.