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.
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.
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.
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.
Ed is an entrepreneurial lawyer helping business owners sell their business to employees through ESOPs.
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.