This page is a directory of the most Elite Business Advisors in the industry focused on enhancing enterprise value in the lower mid/mid-market. These Elite Value Growth Advisors have completed an exclusive rigorous certification course and demonstrated field experience.
Listed in alphabetical order by state
Hanny Akl, CVGA, CPA, CFE, CEPA
Certified Value Growth Advisor, Certified Public Accountant, Certified Fraud Examiner, Certified Exit Planning Advisor, Hanny is a Member of the Firm, and serves as the Firm’s Transaction Advisory Services Coordinator with 15 years of public accounting and industry experience. Hanny supports clients in all phases of their business and transaction life cycles. He works with a wide variety of clients, including private equity, closely held and public companies as well as local governments.
David Coit, CVGA, DBA, MBA, CMAA
As an expert in the healthcare vertical, David has more than 30 years commercial banking and commercial finance experience providing financing support to small and middle market companies. This includes extensive loan syndication and capital markets experience, having placed or organized multi-lender senior debt facilities of more than $2 billion in financial assets with institutional buyers. As a former senior member of a Fortune 500 institutional lender, David’s commercial finance background includes working with numerous healthcare providers and hospital groups.
David M. Iaconis, CPA, CVGA
David Iaconis is a founding Shareholder of BeachFleischman, a CPA firm with offices in Tucson and Phoenix. He is COO of Strategic Operations & Advisory Services (SOAR), the firm’s consulting department. As a Certified Public Accountant (CPA) and Certified Value Growth Advisor (CVGA), Dave has 40 years helping private companies and not-for-profits with up to $500M in revenue (core client revenue range of $4M to $150M). He consults with clients on a variety of issues including value growth, strategic planning, exit planning, loan negotiations, internal controls and business sales/acquisitions. Dave’s industry experience includes construction, real estate, manufacturing, professional firms, healthcare and not-for-profit.
Michael Tobiason, CVGA, CPA, CVA
A Certified Value Growth Advisor, CPA, and Certified Value Analyst, Michael is the Practice Leader – Business Valuation Services in the REDW Phoenix Office. Michael has extensive experience in developing business exit strategies, performing business price evaluations, evaluating tax implications and alternative transaction structures, and assisting with negotiations between buyers and sellers. Related to litigation issues, I have significant experience as an expert witness for plaintiffs and defendants in the areas of business and stock valuations, wrongful termination, personal injury, contract disputes, marital dissolution and business interruption.
David Fox, CVGA, CEPA
Strategic Value Advisors : 415-264-2170 : email@example.com
A Certified Value Growth Advisor and Certified Exit Planning Advisor, David is as an advisor to CEOs and business owners. As Managing Director at SVA, David helps business owners realize the full value of their company. He helps build more resilient company capable of growth at all levels, or transferable regardless of option, be it management, employees, family members or a third party. His approach is holistic, transformational rather than transactional, recognizing the process is multi-dimensional – business and personal, quantitative and qualitative.
Juan Ros, CFP®, CSPG, AEP®, CEPA, CVGA®
Juan is a Financial Advisor for Forum Financial Management, LP. Juan works closely with legacy-minded families and business owners to enhance, protect and help transfer their wealth, particularly when charitable planning is involved. Juan serves on the boards of the Conejo Valley Estate Planning Council and the nonprofit Fit 4 the Cause. He is an active member of ProVisors, the Financial Planning Association, the Exit Planning Institute, and past president and a member of the Los Angeles Council of Charitable Gift Planners. Juan earned his MBA with an emphasis in Financial Planning from California Lutheran University in Thousand Oaks, California. He holds a Bachelor’s degree from The Pennsylvania State University in State College, Pennsylvania.
Bryan Smyth, CVGA, CPA, CFE, CExP
A Certified Value Growth Advisor, Certified Financial Analyst, and a Certified Exit Planner, Bryan works with business owners who want to successfully leave their business, but don’t know how to accomplish that goal. He project manages all the necessary steps needed to get the highest possible value, exit in the time of the owners choosing, to the parties of their choosing, and with minimal tax impact, so they can retire in style! The systematic Seven Step Exit Process he uses helps owners to take control of the exit process, and to maximize the value they receive when they sell or transfer of their businesses.
Joseph P. Sands, Managing Director
With over 20 years as an investment banker, advisor, entrepreneur and investor, Joe brings broad, in-depth experience that is greatly valued by clients, as well as their other advisors, in the pursuit of corporate goals. Joe advises business owners, Boards and other stakeholders in the context of debt and equity financings, buy-side and sell-side Mergers and Acquisitions, growth initiatives, valuation, exit/succession planning as well as restructuring and workouts for troubled companies.
Francis Brown, CVGA, JD, MIM, LLM, CM&AA
A Certified Value Growth Advisor, Juris Doctor, Master of Laws and Certified Merger & Acquisition Advisor, Francis is leader in the Key Private Bank Family Wealth Advisory Services and Director, Business Advisory Services.
Carla Newman, CVGA, MBA
ThreeThought, LLC : 917-494-9852 : firstname.lastname@example.org
Carla has spent the last 20 years as an active entrepreneur. She has been a founding member or early stage executive to several start-up businesses. Providing both operational and financial leadership, her companies have spanned a variety of industries including medical devices, software development and consulting and media. A passionate advocate of entrepreneurial pursuits Carla is also an active investor having backed a number of other emerging companies.Carla recently founded Three Thought, LLC which is focused on working with start-ups and early stage companies in an advisory capacity to help grow their organizations and position them for eventual sale. She volunteers with Junior Achievement in an effort to help educate and inspire the next generation to the benefits and opportunities entrepreneurial endeavors can offer.
Tom Lawlor, CVGA
Certified Value Growth Advisor, Tom is a senior executive and leader with more than 25 years of professional experience, Tom has overseen both enterprise-wide and area-specific assessment and implementation initiatives for dozens of small, mid-sized and Fortune 500 organizations. Emphasizing practical, sustainable change, Tom has helped organizations achieve both significant cost reduction and revenue lift.
Warland Griffith, CVGA, CFP, CBEC, CEPA
Certified Value Growth Advisor, Certified Financial Professional, Certified Business Exit Consultant, and Certified Exit Planning Advisor, Warland is President & Chief Operating Officer of Strategic Value Advisors. A seasoned expert in providing guidance and support to owners to create exponential increases in the value and strategic performance of their business, Warland also offers highly specialized performance-based company sponsored wealth accumulation programs designed exclusively for owners and/ or their key executives to accelerate the growth of their own personally owned savings and supplemental tax-advantaged income at retirement.
Michael Laliberté, ChFC, MPAS, MSPFP, CEPA, CVGA
Michael Laliberté is the Managing Director and owner of Coastal Retirement Advisors, a Financial Planning and Business Consultancy firm. He began his career in 1990 and along the way, earned his Masters’ Degree in Personal Financial Planning, a Master Planner Advanced Studies (MPAS), Chartered Financial Consultant (ChFC), the Certified Exit Planning Advisor (CEPA) and the Certified Value Growth Advisor (CVGA) designations. He is also an Army Veteran; serving as an Infantryman in Afghanistan.
Michael finds working with business owners as his passion in which he has devoted a lifetime of learning, passing on the experiences of both successes and failures along the way.
Chuck Owston, CVGA, CM&AA, CEPA
Certified Value Growth Advisor, Certified Merger & Acquisition Advisor, Certified Exit Planning Advisor, Chuck advises owners of privately held companies on maximizing enterprise value, strategic planning, sell side M&A advisory, ownership transition planning, liquidity options analysis and wealth management.
Max Poliav, CVGA, CPA, MBA, CM&AA
876-298-5048 : email@example.com
As a global Finance Executive, Managing Director and Board Member, Max has a proven track record of steering companies through change related to M&A, division startup, and turnaround/upgrade including four successful M&A integrations of Finance and startup of a local subsidiary for multinational companies ($7M to $200M USD). A solid foundation in financial operations and strategy, as well as day-to-day financial management across major finance functions: accounting and reporting, budgeting and planning, and treasury and operations informed by an MBA, a CPA, and Certification in M&A Advisory as well as Value Growth Advisory. Max is highly adept at building and leading cross-border teams, integrating middle-range companies, restructuring finance functions and executing turnarounds for multi-national companies in Europe and North America.
Scott Young, President and Principal Consultant, CPA, CM&AA, CVGA
Scott Young is the President and Principal Consultant at Highpoint CFO®, a CFO and accounting consulting firm. He is a CPA, Certified Merger & Acquisition Advisor (CM&AA) and Certified Growth Advisor (CVGA) with over 20 years of experience in finance and accounting at industry-leading companies.
Scott Young earned his Master’s degree in Accounting from Florida State University in 1992. He earned a certification as an M&A Advisor through the AM&AA, in conjunction with Pepperdine University. Scott also hold the Certified Value Growth Advisor (CVGA) certification. In his spare time, he enjoys road cycling and mountain biking.
Stephen E. Capizzi, CMAA, CEPA, CFP®, CVGA
Stephen is a Certified Value Growth Advisor, Certified Merger & Acquisition Advisor, Certified Exit Planning Advisor, and Certified Financial Planner™. He has worked with a variety of business owners over the past 26 years in providing comprehensive business advisory strategies for small, mid-size and family-owned businesses. He has increased business value, created strategic financial and transition plans, and executed successfully the full selling process for business owners. His banking, value growth know-how, financial planning and M&A experience has created a unique combination of advisory skills that provides a “spot on” perspective that business owners appreciate and value greatly from.
Barry Goodman, CVGA, CPA, CEPA, CM&AA
Certified Value Growth Advisor, Certified Public Accountant, Certified Exit Planning Advisor, Certified Merger & Acquisition Advisor, Barry helps owners of closely held businesses move through critical transitions and transactions. Whether it’s an exit plan that starts during year two of a start up or a 3rd generation family transition, his lifelong commitment to helping increase the value of the outcome is proven.
Jeff Farren, CVGA, CM&AA, MBA
Jeff developed The Accretive Process which transforms companies into highly valuable acquisition targets. He works exclusively with privately held businesses of up to $150 Million in revenue. Drawing from his 30+ year career as an owner, investor, and trusted advisor of high growth companies, Jeff helps business owners protect, enhance, and scale their enterprise. The result is a business that is a joy to own and has multiple options regarding its future transition. Jeff is a Certified Value Growth Advisor and a Certified Merger & Acquisition Advisor.
Stephanie Landis, CVGA
Kansas Small Business Development Center : 913-469-3878 : firstname.lastname@example.org
Successful business owner and corporate leader in sales and marketing who enjoys helping small businesses and entrepreneurs be successful. From Start up through Growth, into transition or needing a turnaround, Stephanie can assist in all areas of Strategic Planning exploring opportunities, facilitating decision making, and developing a tactical plan of action for execution. Key areas of expertise include business math-understanding profit and loss as well as breakeven, targeted marketing strategies, sales mapping, exploring foreign markets with exporting, and valuing businesses for purchase or sell.
David Cusimano, CVGA, CM&AA
David is the founding Partner of Emerge Dynamics. Client concentration is in active management consulting, value/growth consulting, financial and strategic advisory, financial analysis, financial modeling, turnaround management, business process improvement, and M&A Advisory. David is also on the Goldman Sachs Faculty for the 10,000 Small Business Initiative.
Eric Wingerter, CVGA
Eric is a Partner at Emerge Dynamics with a proven track record for developing talent while leading teams through times of high growth and transition. Disciplined yet collaborative approach to business analytics to drive informed decisions. Expertise in acquisitions, due diligence, crisis management and SEC compliance. Eric is past President & CEO of Nestle Health Science – Pamlab, Inc.
Tony Boschetto, CVGA, CPA
774-270-2988 : email@example.com
Tony is a senior-level business leader with over twenty years of leadership experience growing businesses in a breadth of industries including Information Services, Technology, Hospitality, Food Service, Manufacturing, Warehousing and Distribution. With experience in senior management positions in major corporations and as an independent consultant, he has executed M&A work for public and private companies including multinational acquisition searches.Tony has served as CFO and VP of Finance and Business Development at Wolters Kluwer Financial Services and handled Financial Planning and Analysis, M&A, and Strategic Planning, he was the CFO, VP/General Manager of Uniform Information Services Inc. responsible for its successful transformation and eventual sale to Wolters Kluwer.
Jeremy Eckmair, CVGA, Accountant
Certified Value Growth Advisor, Jeremy is a staff accountant at Rodman CPAs. His responsibilities include reviews, audits, and preparation of financial statements for clients in a variety of industries. Jeremy also prepares tax returns for various types of entities, including not for profits. In addition to his audit and tax work, Jeremy is a member of the firm’s Business Consulting Group and focuses on improving business value and profitability and minimizing risk.
Maria Gatto, Founder and Principal, MBA, M.Ed., CVGA
Focused Growth Consulting LLC™ : 781-783-4540 : MariaFocusedGrowth@gmail.com
Maria is the Founder and Principal of Focused Growth Consulting LLC™ which is based on three fundamentals: Strategy, Effectiveness, and Execution.
Given her experiences of nearly 25 years, Maria’s areas of expertise include helping trusted advisors, business owners, and organizations accelerate their growth with:
- SMART strategic planning and relentless execution
- Leader shaping and coaching development
- Building effective and results-oriented teams and workgroups
- Creating a winning culture
- Formulating and implementing SMART succession plans
- One-on-one personal and professional coaching for business owners and key employees
Maria is a seasoned consultant, facilitator, collaborator, and coach who teams up with other business professionals (e.g. JDs, CM&AAs, CPAs, CFPs, CEPAs, CVGAs, etc.) who serve the needs of privately held companies who seek to:
- Accelerate the value of their business
- Realize peak performance
- Provide sustainability and continuity in transitioning or selling the business to the next generation or another entity
Russ Gorman CBEC, CFA, CFP® CM&AA, CVGA & EA
Commercial Consulting Services, LLC : firstname.lastname@example.org
Prior to founding Commercial Consulting Services, LLC (CCS), Mr. Gorman was a Director with Merrill Lynch’s High Yield Credit Research Team and a Senior Analyst and Vice President with Moody’s Investors Services’ Leveraged Finance Group covering Consumer Products and Retail Industry issuers. While at Moody’s, he monitored, assigned ratings and published securities analysis on more than 58 issuers, based upon extensive direct interactions with the CEO, CFO and other executive level officers. Prior to joining Moody’s, he served as an advisory board member for a VC firm and as CFO and COO for an electrical contracting company in California.
Mr. Gorman holds the Chartered Financial Analyst (CFA) designation from the CFA Institute, is a FINRA Series 66 and 7 licensee, and is a Certified M&A Advisor (CM&AA) and member of the Alliance of M&A Advisors. He also holds an Illinois life and health insurance producer’s license and is an Enrolled Agent, with IRS Circular 230 approval. He is a member of the New York Society of Securities Analysts and the Illinois Financial Planning Association. Mr. Gorman received an MBA in Corporate Finance and an AB in History & Economics from the University of Southern California.
Allen Harris, CEPA, CVGA, CBVS, CVB
Allen Harris is the founder and CEO of Berkshire Money Management in Dalton, MA. Mr. Harris is the author of “Build It, Sell It, Profit – Taking Care of Business Today to Get Top Dollar When you Retire”, is the publisher of the Berkshire Business Confidence Index, and writes the “Capital Ideas” article for The Berkshire Edge. He is a Certified Value Growth Advisor, a Certified Exit Planning Advisor, Certified Valuation Business Specialist, and a Certified Value Builder. Previously he was the publisher of “The Navigator” series of financial newsletters, which he sold at its peak of 16,000 paid subscribers.
Brent Johnstone, CVGA, CFA
Brent co-founded Quarry Capital Management, LLC, a Boston-based private equity firm. Brent served as CEO of Royal Pet Supplies, Inc., a Quarry Capital portfolio company, between 2010 and 2012. Brent has worked in various roles at Thomson Financial, TheMarkets.com, Lehman Brothers and Morgan Stanley. Brent co-founded BulldogResearch.com, a financial analytics company that was awarded Forbes Best of the Web in 2000.
Tom LeBlanc, CVGA
Tom is a Transition Mentor at BTA, Inc. who consults with owners who are thinking about transitioning their businesses either internally to family or key employees or externally to an outside buyer.
Tom spent the first half of his career working in the high-tech field, holding positions in finance and operations. Later, he followed his true passion and transitioned over to private business practice as principal and CEO/COO of three privately held businesses, including starting one family-owned business. He gained practical, first-hand experience during each of his transitions and became passionate about helping other business owners maximize their company value and achieve their transition and exit goals.
Tom is a Certified Merger and Acquisition Advisor, a Certified Business Exit Mentor, Certified Value Growth Advisor and is an active Board Member of the Exit Planning Exchange New England.
Robert Leonard, CVGA, CPA, MBA
Certified Value Growth Advisor, Bob is the Director of Rodman CPAs’ Audit Practice. Bob and his team assist clients in developing financial statements. He works closely with clients who maintain books on a cash (or non-GAAP basis) to GAAP basis books. Clients also look to Bob and his team to help them navigate financial statement questions from banks or other investors.
Judi Nichols, CVGA, CPA, MST
As Tax Manager, Judi leads and manages tax engagements to deliver quality services to Rodman CPAs clients. She prepares and reviews federal and state income taxes for individuals and businesses, managing mulitiple clients, budgets and production goals.With over 20 years of public accounting experience, Judi has worked at New England regional and local firms, as well local government and non-profits.
Dr. Curtis L. Odom, Ed.D, CVGA
Dr. Curtis Odom has over 20 years of international experience in enterprise change management, organizational effectiveness, talent management, and performance consulting as a practitioner, researcher, author, and speaker. Curtis has been a consultant and an employee with Fortune 100 companies in the industries of aerospace and defense, software engineering, consumer packaged goods, insurance and financial services, telecommunications, and healthcare.
Jonathan J. Pike, CVGA, CPA
Jonathan J. Pike, CPA, started in public accounting in 1992 and joined Sharkansky LLP in Brockton, MA in 1998 where he is a partner. Jay thrives in roles in which he can function as an integral part of his client’s management team. He does this in three main ways; through a modern approach to the more traditional CPA firm services of tax and accounting; through his formation of the firm’s Outsourced Accounting Solutions division which enables business owner to make better decisions based on timely and dependable financial reporting; and as a Value Growth Advisor working with business owners to identify, prioritize, and implement initiatives to maximize the value of their business over 3 – 5 years.
Steven Rodman, CVGA, CPA, MST
Certified Value Growth Advisor, in addition to Steve’s Managing Partner responsibilities, he works closely with a number of clients that are in the process of transition. His consulting and business advisory services range from helping clients launch a new entity, to preparing to sell a company, as well as how best to pass a company on to the next generation. Steve’s focus is on how best to improve his client’s profitability or business value.
Kerri Salls, CVGA
Kerri Salls, Managing Director at This Way Out Group LLC, a boutique management consulting firm, is a thought leader creating a revolution in the family business succession planning field. Kerri pioneered a 4-step system to help owners reduce risk and maximize business value to achieve the outcome they desire. Kerri’s core competencies include Exit Planning & Exit Strategies, Minimize Risk & Maximize Value, Value Enhancement,& Value Drivers, Strategic Planning & Risk Reduction, Contingency, Succession & Transition Planning
Chris Vanderzyden, Partner, CPA, CVGA, CEPA
Chris Vanderzyden, CPA, CVGA, CEPA is a founding partner of Legacy Partners, LLP a merger and acquisition advisory firm dedicated to serving privately held middle market business owners to create and execute a successful exit strategy resulting in the harvesting and preservation of wealth.
In addition, she speaks internationally on the topic of exit planning, is an expert contributor for media outlets, and is a guest lecturer for Harvard University’s MBA program.
Chris is the best-selling author of 7 Steps to Entrepreneurial Victory. Her next book 7 Steps to Exiting Your Business is scheduled for release in 2021.
George Raftopoulos, CVGA®, CM&AA, CFP®, CEP®, MBA
Certified Value Growth Advisor, Certified Merger & Acquisition Advisor, Certified Financial Planner, Certified Estate Planner, and MBA, George has spent over 25 years growing a registered investment advisory firm that became one of the largest offices by revenue in the country for a national broker/dealer. In the process of expanding that firm both organically and through acquisitions, then eventually selling the practice to a competitor, his passion for consulting businesses on value growth, exit planning, and mergers & acquisitions emerged.
Dennis Theis, CPA, CVGA
Dennis leads Maner Costerisan’s closely held client services team serving primarily small to medium size businesses and leads the firm’s manufacturing and distribution solutions group. Since 1990, he has served manufacturing, distribution, service, retail and other industry clients with the primary purpose of helping them accomplish their goals. To further this effort, Dennis has become a Certified Value Growth Advisor. The CVGA certification furthers his ability to help clients reach their goals, such as; increase business value, improve operations and financial results, and reduce risk. In turn, clients can approach the future with increased confidence gained from proper planning, goal setting, risk management, and communications.
Ken Lee, CVGA, CEPA, MBA
Ti22 Advisors and First Choice Business Brokers : 661-644-3976 : email@example.com
As a Certified Value Growth Advisor, a Certified Exit Planning Advisor, and owner of a Business Brokerage, Ken works with privately held companies from $1-25 Million in revenue providing services such as business valuation, value growth, acquisitions, exit planning and selling businesses. Ken has 30 years of cross-functional experience in sales, engineering, marketing, business development, strategy, entrepreneurship and business coaching. Industry experience includes manufacturing, IT, software, digital marketing, clean energy, materials, real estate and small business ownership. Ken has an Engineering degree from the University of Pennsylvania and an MBA from Carnegie Mellon University and has lived and worked in the East Coast, West Coast and Midwest.
University of Michigan – Economic Growth Institute : firstname.lastname@example.org
Vikesh Chandrashekar’s experience spans supporting strategic growth initiatives in Sales, Marketing and Technology Commercialization for early-stage technology companies and established manufacturing businesses. Vikesh is adept at utilizing his diverse knowledge of Engineering, Entrepreneurship, Operations, and Finance to help the business identify and address critical business gaps. Vikesh has evaluated, scoped out, and funded over 75 strategic projects for companies which were made possible through funding from the State of Michigan aimed at regional economic growth. He is also a ‘Certified Allovance Decision Coach’ skilled at facilitating strategic planning sessions for organizations looking for direction, team alignment, and support to achieve their long-term goals.
Matt Frost, Client Manager
Matt is a Value Growth-focused Client Manager at VisionOne High Performance Group. VisionOne has been using the VOP as a very effective tool in many businesses who are looking for Transition Planning, Value Growth, M&A, and Integration services.
“My passion and calling in life is to help businesses like yours thrive!” Matt graduated with a degree in Entrepreneurship from the University of Northwestern, St. Paul and has 6-years experience in customer service, history as a top-tier sales professional, and has doubled his wife’s business 2-years in a row through implementing the proper systems and follow-through. “As a Client Manager at VisionOne, I have the amazing privilege of sharing hope for an exceptional future, seeing the light-bulb come on, and watching your Business and Legacy grow. Together, we will achieve great things!”
Chuck Mohler, CPA, CGMA, CEPA, CVGA, CM&AA, CVA
Motivated by helping people achieve their dreams, Chuck Mohler has more than 25 years’ experience in business operations, financial consulting, real estate, and trust deed investments. As founder of Eagle Corporate Advisors, he uses his vast experience and broad knowledge base to assist business professionals who realize they can’t always know it all and do it all.
Eagle Corporate Advisors works with businesses to improve and streamline all areas of their organization, from mission and vision, to market and operational drivers, helping leaders achieve their business goals and dreams. Other benefits are value enhancement, transition planning, due diligence and strategy, to name a few.
Scott Yoder, CVGA, CEPA, CM&AA
Certified Value Growth Advisor, Certified Exit Planning Advisor, Certified Merger & Acquisition Advisor, and an inactive Certified Public Accountant, Scott Specializes in developing strategic exit and succession plans for middle market business owners. Scott’s areas of expertise include mergers and acquisitions, strategic planning, company valuations, business modeling, value enhancement strategies, right-sizing, structuring & financing.
Ron Rivera, CVGA, CPA
Certified Value Growth Advisor and CPA, Ron has more than 30 years of experience in public accounting, and served as REDW’s Managing Principal from 2001 to 2016. During his tenure as managing principal, Ron guided REDW to significant growth, tripling its size by revenues, CPA headcount and total headcount – maintaining the Firm’s Southwestern roots while establishing a national profile and opening an office in the Phoenix market. Ron continues to serve clients in a variety of industries and is skilled at both counseling retired individuals on estate planning and advising growing corporations on the tax consequences of their activities. Ron frequently acts as a consultant to business and nonprofit organizations on strategic planning and budgeting issues.
Paul Smith, CVGA, EDFP, MS
Paul has spent the past 30 years helping small to mid-size business owners to be more successful. As Fargo Center Director for the ND Small Business Development Centers, he assists entrepreneurs and small business owners to start, manage and grow their companies by providing a range of professional business advising services. Areas of expertise include financial modeling, cash flow and break-even analysis, strategic plan development and implementation, and buying and selling a business. The CVGA certification furthers his ability to help clients achieve their goals, improve operations, enhance financial performance, increase business value and reduce risk.
Jonathan Green, CVGA, CPA
Certified Value Growth Advisor, Jon was Managing Partner of JM Green CPA Group, LLC from 1980 to January 2014, when his firm merged with Meaden & Moore. JM Green CPA Group provided CFO, Controllership, and Virtual Transaction Management services to its entrepreneurial clients, and audit and consulting services to its not-for-profit clients, to help them reach their goals. Areas of specialization include entrepreneurial business challenges, including building financial models to illustrate corporate goals, and assisting in plan implementation, business transition and succession consulting to help business owners, including family firms, successfully reach financial goals,CFO services, which help business owners secure the financial resources needed to grow their businesses, value their businesses, and create strategic plans.
Kate Matz, CPA, CVGA, CGMA
Kate Matz, CPA, CGMA is a partner with William Vaughan who brings over 15 years of experience as a leader and mentor. Kate has extensive experience in analyzing organizational and operational efficiencies, strategic planning, resource optimization, M&A transactions and financing options. Kate strives to understand her clients’ needs from a hands-on perspective. As a result, her clients have come to rely on her practical business guidance and assistance in meeting their objectives.
Jeffrey Getty, CVGA, JD, MS (Tax), CFP, AEP
Jeff is the Managing Director of Family Wealth Consulting at Key Bank, providing a variety of services including: tax, estate planning, risk management, objective financial counsel, trusteeship, lifestyle management, and coordination of professionals for multiple families .For 20 years Jeffrey has been advising entrepreneurs, business owners and their families on designing and implementing innovative asset protection, tax reduction and estate planning strategies. Jeffrey’s multidisciplinary background provides a broad and comprehensive view of personal and business affairs; which creates one point of accountability for the strategies and structures created, as well as provide continuity from generation to generation.
Kevin A. Papa, CVGA, CPA, CVA, ABV, CFF
Kevin’s extensive accounting and financial background has evolved from his 20 years of experience working on audit, accounting, tax and a variety of litigation engagements. His in-depth knowledge of the intricacies of business valuations has made him a key leader in the Firm’s successful Business Valuation and Litigation Support Group. He brings extensive expertise to contractors, retail businesses and distribution and manufacturing companies. Kevin is a lover of the outdoors and the firm’s most accomplished gourmet chef.
Kent McKown, CVGA, CPA, CEPA, CM&AA, CVA
Kent McKown Company, PC : 864-979-8109 : email@example.com
A leader with a history of significantly enhancing the enterprise value of SMEs. Kent has over 20 years of hands-on leadership experience as CEO/President, Advisor and Coach. Kent’s core competencies are in value growth and enhancement, strategic planning and measurable execution, investment banking, M&A advisory and executive coaching.
Bobbi L. Thury, JD, MBA, CEPA, CVGA
Bobbi is a Co-Founder and Attorney at Legacy Law Firm, P.C., a boutique law firm focusing on estate and business planning, and Co-Founder of Valorem, LLC, a boutique business helping private companies grow revenues, increase shareholder value, and ensure a successful transition whenever the timing is appropriate. Both Legacy Law Firm, P.C. and Valorem, LLC, were founded on the principles that through the power of planning, both business and life should be about thriving and making a difference.
Jayna M. Voss, JD, CEPA, CVGA
Jayna is a Co-Founder and Attorney at Legacy Law Firm, P.C., a boutique law firm focusing on estate and business planning, and Co-Founder of Valorem, LLC, a boutique business helping private companies grow revenues, increase shareholder value, and ensure a successful transition whenever the timing is appropriate. Both Legacy Law Firm, P.C. and Valorem, LLC, were founded on the principles that through the power of planning, both business and life should be about thriving and making a difference.
Shaun Bennett, CVGA
Certified Value Growth Advisor, Shaun is a highly motivated entrepreneur with over 40,000 hours of experience in building and scaling companies. His entrepreneurial journey started at the age of 15 with an advertising company and has led him to have founded and sold multiple companies that generate millions of dollars in annual revenue.
Shaun is said to be a thought leader and innovator in building scalable systems that propel companies and their leadership to their highest level of potential.
Justin A. Goodbread, CFP®, CEPA®, CVGA®
Justin is a nationally recognized financial planner, financial educator, wealth manager, author, speaker, and entrepreneur. Armed with 20+ years of experience starting, buying, selling, and owning businesses, Justin has dedicated his time helping fellow business owners increase and manage the value of their businesses and personal assets so that they can live the life of their dreams now and in the future.
In 2016, Justin launched the FinanciallySimple.com enterprise – a financial blog, podcast, video, and education portal. Through Financially Simple, Justin uses his skills to guide business owners through business sales, mergers, or buy-outs, ultimately preparing them for the next chapters in their lives. His work in Financially Simple has catapulted Justin into the national press where he writes for Kiplinger, Forbes, and Investopedia and where his name appears in many national media venues and in a litany of written publications. Justin also speaks regularly about business at national conventions, trade associations, business events, and seminars around the nation.
Rick Schreiber, CVGA, CPA, MBA, CGMA
Rick is a Partner with BDO USA and the National Leader of BDO’s Manufacturing & Distribution Practice, and Southeast Regional Leader of BDO’s Retail & Consumer Business Practice. Also, the National Co-Leader of BDO’s Industry 4.0 Advisory Group. Over 25 years of public accounting & advisory experience, includes helping companies increase the value of their businesses. Clients have included both domestic and international public and private companies in the manufacturing, distribution, retail, technology, and healthcare industries. Extensive experience with IPO’s, secondary debt offerings, and mergers & acquisitions. Also, extensive experience working with private equity companies.
Prior to joining BDO, worked at PricewaterhouseCoopers for 10 years in a number of their practice offices including Charlotte, NC, Philadelphia, PA, San Jose, CA, and Indianapolis, IN. Before joining PricewaterhouseCoopers, worked for a boutique accounting firm providing assurance, tax, and broad-based business advisory services.
Brandon Henry, CVGA, AEP®, CTFA®, CIMA®, CPWA®, CEPA®, CM&AA®
Mosaic Advisors : 713-980-4103 : firstname.lastname@example.org
While employed by some of the largest financial services firms in the country, Brandon has provided advanced estate, business succession, and asset protection planning advice since beginning his planning career in 2001. Directly prior to co-founding Mosaic Advisors, Brandon worked for BBVA Compass Bank as a Wealth Strategist where he planned for many of the banks most important customers. Today he dedicates much of his energy to planning for families possessing significant illiquid holdings such as closely-held operating businesses, real estate portfolios, producing oil and gas interests and concentrated stock positions.
J. Richard. Claywell, CVGA, CPA, ABV, ASA, CBA, ICVS, CVA, CM&AA, MAFF, CFD, ABAR
Certified Value Growth Advisor, CPA, ABV, ASA, CBA, ICVS, CVA, CM&AA, MAFF, CFD, ABAR has built a reputation for integrity and for providing key solutions since 1985, for clients in the legal and business communities and private individuals. In addition to specializing in Business Valuation, Forensic Accounting, and Exit Planning Strategies, Richard has taught at various educational institutes and universities, and has been published in several publications.
Ray Croff, CVGA, CEPA, CEO and President
Ray Croff – CEO and President of Mobius Financial Advisors – is a Certified Exit Planning Advisor (CEPA) and a Certified Value Growth Advisor (CVGA) who provides Financial Planning and Business Advisory Services for Entrepreneurs and their Families.
Before entering the Financial Services profession, he owned his own business with numerous employees, equipment, and real estate for over 15 years. Combining this invaluable experience with his financial knowledge and education makes him well suited to help business owners increase the value of their business.
Ray has been recognized as on of the to Certified Exit Planning Advisors in the US:
- Nominated National Exit Planner of the Year 2019 by The Exit Planning Institute
- Current President of the Dallas Chapter of the Exit Planning Institute
- Named Exit Planning Institute Chapter Member of the Year for 2019
- Named National Agent of the Year for Global Atlantic Financial in 2017
- Speaks around the country on exit planning
- Adjunct at the University of North Texas
- Created a nationally recognized and copyrighted program designed to educate business owners on how to build value in their businesses
- Current Advisory Board Member – Value Builder
Jonathan Peyton MBA, CFP®, CDFA®, ChSNC™, CEPA®
Jonathan Peyton is an accomplished Senior Executive and thought-leader with demonstrated success across the financial services, investments, and wealth management industries. Leveraging extensive experience in personal finance, corporate finance, business strategy, and marketing, he is a valuable asset for a company working to develop its product mix and launch strategies, process improvements, human capital and structural improvements, and/or digital marketing strategy.
Jonathan is the Co-Founder of Horizon Ridge Wealth Management where he takes the role of a Value Growth Advisor, Exit Planner, and Wealth Manager to businesses and their executive leaders. Then the team at Horizon Ridge Wealth Management helps the businesses & their executive leadership work through the struggles of scaling their business and growing their personal wealth by strategically helping them integrate their personal and business plans together.
Jonathan currently holds the following credentials Certified Value Growth Advisor™, Certified Exit Planning Advisor™, Certified Product Manager, Certified Product Marketing Manager, Certified Marketing Professional, Certified Divorce Financial Analyst™, Chartered Special Needs Consultant™, and CERTIFIED FINANCIAL PLANNER™. Additionally, he holds a Bachelors in Economics and an Executive MBA.
Jonathan currently hosts the podcast “Building An Exit” which can be found on iTunes.
Martha L. Sullivan, CPA, CVGA, CEPA, CM&AA, ABV/CVA
Blending years of experience as a CFO, COO, and advisor to privately-held and family businesses, Martha Sullivan is a Partner in the Business Transition Strategies group at Honkamp, Krueger & Co., P.C. In addition to being a Certified Value Growth Advisor, Martha is a CPA and credentialed as a Certified Exit Planning Advisor (CEPA), Accredited in Business Valuation (ABV) & Certified Valuation Analyst (CVA), and Certified Mergers & Acquisitions Advisor (CM&AA). Read her blog at www.ibmadison.com/blogger/ExitStageRight/.
Stephen L. Cummings, B.Sc.(Econ), CPA, CA, FCA (UK), CEPA, CVGA, CVB
Stephen is a leading advisor and financial expert who works with private Business Owners to drive value and to put in place transformational strategies that position businesses for exit on optimal terms.
Rizolve Partners is a boutique strategic business advisory firm dedicated to identifying and driving value into our clients’ businesses. We help business owners focus on winning strategies, optimally positioning businesses and creating transferability.
Prior to founding Rizolve Partners, Stephen was a leading executive with a top quartile Private Equity firm, DRI Capital, and a Partner with Lumira Capital, one of Canada’s leading Venture Capital firms. Before applying his skills in the private investment industry, he was the CFO at Harlequin Enterprises, a global publisher.
Stephen is a Certified Exit Planner and Value Growth Advisor. He qualified as a CPA and Chartered Accountant with Deloitte in London, UK. He received a B. Sc. in Economics with honors from the University of Leicester in the United Kingdom.
He is a member of the Board of Directors of the Ontario Genomics Institute and Chairs its audit and special committees and is also a sought after international speaker.
Christophe Thole, CVGA
As (interim-) manager and trusted partner of business owners and CEOs, Christophe knows how to encourage companies to take the next steps. He has extensive experience in different industries and cultures. Christophe has a keen eye for detail without losing sight of the bigger picture. With his seniority, knowledge and experience he takes entrepreneurs, employees, processes and revenues (in a short time) to a higher level. In addition to a sound financial background, Christophe has been trained at Nyenrode University and is a professional mentor. Together with his business partner, Edwin Gerritsen, he feels responsible for bringing the VOP® to the Dutch market.
Edwin has helped CEOs and business owners improve their businesses since last century as an interim manager, business coach or sparring partner. Organizational issues, changes in market approach or repositioning Edwin always finds ways to add value to his clients. Using a holistic approach and a lot of common sense he makes sure every aspect gets the right attention. In addition to a Master of Business Administration, he has been educated at Nyenrode University and Harvard Business School. Together with his business partner, Christophe Thole, he feels responsible for bringing the VOP® to the Dutch market.