Jim Frey
MBA, SVP-Business Development Officer
Jim Frey specializes in financing for a diverse range of business models, including startup franchises, hotels, gas stations, childcare, senior care, and self-storage facilities. His expertise lies in securing loans for business acquisitions, partner buyouts, real estate purchases, equipment acquisitions, building expansions, franchise purchases or expansions, and debt refinancing—often with terms beyond conventional loan programs.
Gulf Coast SBA loan programs offer:
- Low down payment/equity injection requirements
- Longer fully amortized loans for improved monthly cash flow
- Lower monthly payments
- No balloon payments
Loan amounts range from $350,000 to $5,000,000.
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.
Lionshield Capital
Lionshield is a holding company specializing in investments and partnerships with 100% family-owned businesses across North America. Focused on the lower-middle market, we aim to cultivate super-regional and national platforms through strategic investments. Leveraging our expertise in mergers & acquisitions, profit center integration, and digital marketing, we drive performance and growth within our portfolio companies.
We actively seek platform opportunities with enterprise values ranging from $10M to $75M and EBITDA between $1M and $10M.
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.
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.
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.
Three Pillars Capital
Three Pillars Capital was established with the mission to acquire, operate, and grow small businesses in the U.S. Our goal is to enhance opportunities for employees, uphold the founder’s legacy, and contribute positively to the local community.
Three Pillars is supported by experienced executives, serial entrepreneurs, and successful investors with a proven track record in executing transactions and operating small to mid-sized businesses across diverse industries.
Eric Magister
MA in Law
As a business valuation professional, Eric Magister works closely with owners of privately-held, small and medium-size businesses and their professional advisors on a wide variety of valuation assignments intended for transactions, insurance and estate planning purposes.
Eric has experience performing business valuations in a broad range of industries including computer data processing, testing laboratories, professional management development training, transportation equipment wholesalers, automotive repair shops, software publishers, scientific consulting, manufacturing, building cleaning and maintenance, special trade contractors, full-service restaurants, health practitioners, and durable goods wholesalers.
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.
SIG Partners
SIG Partners is a prominent investment firm and trusted advisor catering to acquisition entrepreneurs, search funds, and independent sponsors. Leveraging our proprietary strategies and extensive network of relationships, SIG delivers tailored acquisition solutions to our clients. At SIG, we prioritize collaboration with business owners and entrepreneurs to unlock value for our investors, the companies we invest in, and the communities we serve.
Boyne Capital Partners
Boyne Capital is a distinguished private equity firm headquartered in Florida, specializing in investments within the lower middle market segment. With a rich history spanning over a decade, we have deployed substantial capital, exceeding hundreds of millions, across numerous companies in this sector. However, our approach extends beyond traditional investment paradigms. At Boyne Capital, we champion a more human-centric methodology, fostering enduring and collaborative partnerships with businesses where founders and families remain deeply engaged in their growth trajectory.
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.
Alpine Investors
Alpine Investors is a private equity firm with a focus on software and services businesses that prioritizes working with exceptional individuals to foster a cycle of success, both financially and operationally. As a certified B-Corp and recognized Great Place to Work™, Alpine has garnered acclaim for innovation and excellence. With $17 billion in assets under management and offices in San Francisco, New York City, and Salt Lake City, we are well-positioned to drive impactful change.
Bassett Creek Capital
Bassett Creek Capital serves as a private capital partner for business owners aiming to leverage cultural connectivity and entrepreneurial determination to achieve their next growth milestone. As a trusted partner, ally, and advisor, Bassett Creek Capital collaborates with management teams passionate about meaningful growth through low-ego cooperation.
Palmetto Ridge Partners
Palmetto Ridge is guided by an entrepreneur fueled by a profound passion for small businesses. Supported by a seasoned team of investors and operators, our mission is to acquire and operate one small to medium sized business within the United States for the long haul. With a focus on businesses generating $1 million in EBITDA/cash flow, we remain open to opportunities across any geographical location, ready to relocate to ensure the success of our venture personally.
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. “
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.
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.
E. Brad Scoffin
MBA, CMA and CM&AA
Brad has over 30 years of experience in business-to-business sales, working with business owners and corporate officers. Building connections and relationships with consultants and trusted advisor professionals, he brings a unique skill set that helps our clients navigate the ever-changing business climate. Brad has a diverse background in financial services and insurance sales & marketing. Brad also gives back to the small business community through volunteer work with SCORE.org and SBDC of Michigan.
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.