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.
William Ilgenfritz
CBI, MBA
I help entrepreneurs buy, sell, or grow their business.
*People in organizations work with me and Murphy Business because of the confidentiality around the transactions
*Partnering with me takes some of the stress out of buying or selling your business as I can lead you from valuation to closing. Allowing you to spend more time focusing on your business and less time weeding through potential buyers or sellers that don’t meet your criteria.
Stephen Ferraro
CPA, CVA, CBEC
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.
Julie Kline
Attorney
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.
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.
Terry Flanagan
MBA, CVA, CBI, CM&AA
Terry was credentialed in business valuation in 2005 and has valuation experience in multiple industries including professional practices, closely held businesses and businesses in the lower to middle mid-market category for buy/sell, gift tax, partner buy-out and marital dissolution reasons. This unique combination of brokerage experience and valuation experience allows for a nuanced understanding of the relationship of how the key drivers of a business determine business value and how to strategically position the business in the marketplace for buyer acquisition.
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.
Kathleen Kuznicki
Patent Attorney
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.
Ray Traylor
CPA
With over 35 years of experience, I have held diverse roles as a bank executive, Certified Public Accountant, and the proprietor of multiple businesses. Currently, I lead a team of Regional Managing Partners at J. Galt Finance Suite, a consulting firm dedicated to empowering small and medium-sized enterprises (SMEs) with the essential corporate credit to navigate financial challenges, optimize cash flow, and capitalize on newfound business prospects—all without requiring business owners to provide personal guarantees.
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.
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.
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.
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. “