Salene Kraemer
Attorney
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.
Beau Barger
CBB, ABI
Beau was named the “Business Broker of the Year” by the Arizona Association of Business Brokers as the Award of Excellence recipient in 2011 becoming the youngest recipient to receive that honor along with being the youngest broker listed in the AABB Hall of Fame.
Kurt Cretors
MBA, AWMA
Kurt Cretors is a long-time business owner who understands the needs and challenges of his entrepreneurial clients. An Accredited Wealth Management Advisor (AWMA), Kurt is singular in his commitment to helping business owners and executives identify and achieve their goals over the long haul.
As an advisor focused on business transitions, Kurt does more than facilitate buy/sell transactions.
Vic Conrad
CFP, ChFC, AIF
Coming face-to-face with your financial situation can be uncomfortable and intimidating, but it’s necessary.
I understand the uneasiness and that’s why for more than 30 years, I’ve been using my talents and skills in financial services to make numbers less scary for people.
I take a hands-on approach and provide customized solutions that are unique to your needs.
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.
Laurie Barkman
CM&AA
I guide business owners how to capture more value and transition your company with success.
Think of me as a business transition sherpa– working with you to maximize the value of your company, and guide you through the complex process of letting it go.
My specialty is working with established private companies in the lower middle market with annual revenues from $1 million to $50 million.
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.
Matan Shmuel
Attorney
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.
HRX Consulting
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.
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.
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.
Kevin Nowe
Attorney
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.
Tim Whipple
CEPA, Certified Merger & Acquisition Advisor
Tim Whipple is the Designated Broker and Managing Principal of HUB Commercial, an affiliate of Sunbelt Business Brokers. He provides business brokerage and commercial real estate services throughout Arizona. Tim has successfully represented clients in hundreds of commercial real estate/business sale transactions.
Tim is an expert in business brokerage, marketing, real estate acquisitions, contract negotiations, lease review, and market research.
Randall Klein
Enrolled Agent
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.
Colin Gleason
Director
Colin has spent much of his career assisting middle market companies from a financial and strategic standpoint. Prior to joining Gleason, Colin was an Associate with Inverness Graham, a $500 million growth oriented, middle-market private equity fund. Colin also worked at a turnaround investment banking firm, Phoenix Capital Resources, and at PNC Financial Services in its corporate lending group.
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.
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.
Greg Younts
CMAI
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.
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.
Brian Brown
CBI, CMAI
Brian Brown is an experienced professional who specializes in facilitating business transfers for both buyers and sellers. With a background that includes extensive business brokerage training, CEO, President, and Board Member roles in various corporations, he brings over thirty-five years of business-to-business experience, primarily with small and medium-sized business owners. As a former banker and entrepreneur himself, Brian intimately understands the daily challenges faced by business owners.