Platinum Advisors

Platinum advisors are Value Builder advisors who have been recognized this year for their significant achievements in working with business owners to improve the value of their companies.

Matt LoCascio
Matt LoCascio
Equity Partners HG
Biography

Matt is a managing director with Equity Partners HG,  a boutique investment banking firm that works with lower, middle-market companies in transition to maximize value for shareholders. Matt has been helping business owners for over 14 years and has significant experience involving transactions across a broad spectrum of manufacturing, retail, and service industries.

Having worked on over 125 transactions, Matt has great respect for entrepreneurs and business owners and understands the sensitivities of selling a business. His primary goal is to find a solution that allows an owner to transition their business without interruption and provide continued employment for their people, many of whom, they consider family.

Matt has been a speaker on the subject of sales process and strategy and has also been published on the topic. He is passionate about his work with several nonprofit organizations in Maryland that provide assistance to underfunded and underserved youth athletic programs.

Nicolas Hauff
Nicolas Hauff
Lumisis Group
Biography

Nicolas Hauff is an international coach and advisor who is passionate about helping business leaders grow in their professional and personal lives. Focusing on what he calls “Strategy Based Leadership”, he helps CEOs and their executive teams embrace strategic and systemic thinking to build a shared vision of their company and execute on it. 

With 30+ years of experience, also as an entrepreneur, in the fields of business technology solutions and professional services, he has a proven track record of success equipping hundreds of small and midsize businesses with tools and solutions for growth. 

Nicolas is a Founding Partner at Lumisis Group, a professional services firm focused on strategy, leadership, organizational development, and executive coaching; a co-founder of Solver Mexico, the Mexican affiliate of Solver Global, a U.S. based international software company focused on Corporate Performance Management; and also an active member (and local board member) of the world-renowned Entrepreneur’s Organization since 2008.

Nicolas is a Certified Scaling Up Coach by Gazelles International, a Certified Value Builder Advisor, and holds other prestigious accreditations. Being a lifelong learner, he is a regular attendee of several international events focused on leadership, strategy and business growth. 

His book The Three Challenges: How to Become the Strategy-Based Leader that the Modern Business World Demands has been endorsed by various international thought leaders as well as by several business owners in Mexico and the United States. (Please visit http://www.thethreechallenges.com/).

As a facilitator and a public speaker, Nicolas has addressed thousands of entrepreneurs and business leaders in Mexico, Latin America, the United States and Europe.

Marla DiCarlo
Marla DiCarlo
Raincatcher
Biography

Marla DiCarlo has been a professional accountant for over 28 years, in both corporate and small business, and is the Owner and CEO of Raincatcher, LLC. She has a Bachelor of Science in Accounting and is a member of several professional organizations. Using her experience in cash management, strategic planning, operations, and budgeting, she is able to help the small business owner to project their cash flow and understand the story behind their financials. Marla and her staff currently provide business brokerage services to small and medium size businesses ranging in revenue from $100k to $50 Million. Her prior industry experience includes property management, commercial development and investments. She also has formal training and practical knowledge in computer implementation and consulting.

Marla was the Director of Accounting for an investment group who specialized in purchase, capitalization, and management of real estate and businesses in various industries. While there, she was responsible for new business deals, investments, and financing. She worked with groups such as Credit Suisse First Boston, ISS Group, Venture West Group, and Madison Dearborn Partners. Marla has a passion for small business and using the Value Builder program, she and her staff are able to help owners maximize the value of their company before taking the business to the market to be sold.

Jason Hullender
Jason Hullender
IAG, LLC
Biography

Jason Hullender started Dallas-based IAG in 2009, determined to scale up his business brokerage.

Jason assists owners in navigating through the exit process with his team by working closely with clients to sell their business quickly and quietly. Rather than rely on the traditional marketing tactics of the brokerage field, like direct mail and seminars, Jason understands that the decision to sell a privately held business is a deeply personal turning point for an owner that requires a one-on-one conversation.

Jason proudly served in the United States Marine Corps on active duty for 6 years and has a Master of Business Admistration (MBA) from Madison University, which he obtained while working full time!

Henk Stander
Henk Stander
OptiGrowth (PTY) Ltd t/a Business Doctors Western Cape
Biography

Henk is a well-recognized and respected business leader with first class communication skills and a 25-year long track record of investments in company start-ups - having experienced all aspects of growing relatively small businesses, to which some of those expanded to operate in major corporate environments.

His key strengths lie in the field of developing new markets, and focusing and driving long-term recurring revenue by thinking out-of-the-box. Henk is an expert in non-stop customer relationship management and is well recognized for his service-centric approach that resulted in documented success stories in the petrochemical industry (downstream), but also in his advisory and mentoring roles to project stakeholders and smaller enterprises in the open market.

With various Customer service acknowledgments reflecting on the success and quality of the services that he and his colleagues at Business Doctors in the Western Cape of South Africa are delivering, this company, together with the rest of its brand colleagues, is well positioned to fill the professional service-gap between that of a trusted business advisor and specialist consultants and coaches.

Steve Sutton
Steve Sutton
Business Doctors South Africa
Biography

Steve is a qualified and experienced Software Development Engineer with a Masters in Project Management and an International MBA. He has 22 years of ICT experience focused on Sales Management and Strategic Development.

For the last 2 years he has been following his passion of building businesses, specializing in transforming start-ups into breakthrough companies.

He is currently CEO and MD of Business Doctors Africa and Executive board member of Roodepoort Chamber of Commerce and Industry.

Steve has established a bid office submitting more than R400 million worth of proposals a month as well as, a large and complex deal management department closing R350 million in year one.

Kerry Boulton
Kerry Boulton
The Exit Strategy Group
Biography

When it comes to ‘monetising’ a business for sale, Kerry Boulton has over $15.4 million worth of runs on the board from businesses she personally helped build and sell.

Coaxed out of her second “retirement” in 2013, Kerry is now founder and CEO of The Exit Strategy Group (TheExitStrategyGroup.com.au), established to help business owners and CEOs accelerate business value while creating a personal Master Plan, so they are well positioned to “cash out”… and ready for the next stage of their lives.

Over the past 20 years Kerry has mentored many owners through successful business growth… positioning them for their ultimate sale.  She has been a sought-after speaker and facilitator, giving presentations and workshops relating to entrepreneurship, strategic thinking, management and business growth for many organisations.

With a reputation for always being “ahead of the game”, Kerry pioneered Nexus Business Coaching in 1996, well before “business coaching” became popular.

Despite leaving school at 15, Kerry achieved a Master’s Degree in Entrepreneurship and Innovation at the Australian Graduate School of Entrepreneurship in 1999 and was invited to become an Adjunct Teaching Fellow.  She is also a Certified Exit Planner with the Exit Planning Institute.

Kerry has authored two books: “The Uncensored TRUTH About Exit Strategies –10 Myths Every Business Owner Must Know Before Creating Their Exit Strategy”;  and “Million Dollar Pay Day – How to Get Rich and Get Out… Creating The Perfect Exit Strategy and Life After Business”.

She lives in Melbourne, Australia with her husband and their son and daughter.