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.
Edward B. Lasak
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.
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.
Experienced Contract CFO | Controller with start-up, crisismanagement and private company experience.For many small to mid-sized businesses it is just not practical or financially feasible to have a full time salaried CFO on your payroll.You can get the benefits of a senior financial executive at a fractionof the cost of a full-time CFO by engaging a Contract CFO.Most small business owners never give creation of business value adequate consideration.
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.
Robert J. Preziosi
Enrolled Agent, CLTC
You can take comfort in the fact that I am part of this business owner network and therefore have a vested interest in seeing all of us succeed. In fact, I probably have many of the same hopes and aspirations as you, and will be happy to share all the resources and information our firm has to offer.
Ed is an entrepreneurial lawyer helping business owners sell their business to employees through ESOPs.
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.
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.
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.
Principal | Business Advisor | Certified Main Street Business Broker
Tim Whipple is the Designated Broker of HUB Commercial, an affiliate of Sunbelt Business Brokers, and is a Certified Main Street Business Broker. He provides business brokerage and commercial real estate services throughout Arizona with a focus on the Phoenix Metro and Prescott/Yavapai County. Tim has successfully represented clients in hundreds of commercial real estate / business sale transactions in excess of $300 million.
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.