Bridge to Your Legacy
Charlotte: (704) 895-4274
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Professional Associates Home / Professional Associates

We hope you will consider contacting us with any questions or concerns you might have about Buying or Selling a Business.

One of the many services we provide our Clients is based on our trusted relationships with professionals in other industries.  These are associates who have the talent and skill sets necessary to assist our Clients.  These “Professional Associates” are leaders in their industry who we have already worked with and we only recommend the ones we have found that are helpful and have proven integrity.  Whether you need to find an accountant, attorney, banker, financial planner, investment service, a realtor, or a photographer, we have worked with some of the best available and we will confidently refer them to you.  Please ask us which profession you would like assistance with and we will connect you to someone who can help.  Here is a partial list of those we recommend:

Our Associates:

Picture Hardin H. Hawes, Charlotte Insurance
Hardin H. Hawes, a member of Charlotte Insurance, is a licensed property and casualty agent specializing in all aspects of insurance for businesses large and small.  As an agent for one of Charlotte’s ten largest independent insurance agencies, he has the ability to write general and professional liability, property, excess and umbrellas, worker’s compensation, commercial auto, and bonds, all over the South, Southeast, Mid-Atlantic, and New England.

A native Texan, US Air Force veteran, and married father of three, Hardin has spent the better part of the last 20 years in the Carolinas. 

Contact Info:
Phone: (704) 945-2318
Cell Phone: (704) 999-4304
Email: Hardin@CharlotteInsurance.com
Website: www.CharlotteInsurance.com

Picture Fran Park, Broker/Realtor
Fran Park, Broker/Realtor® with Coldwell Banker United, Realtors® Fran has been assisting Lake Norman area buyers and sellers with their real estate transactions since 2006. His experience includes a 20+ year sales and sales management career with a Fortune 500 company, and he has a Master of Science in Management from Regis University in Denver, Colorado. Fran is committed to making real estate transactions as stress-free as possible for all parties. He emphasizes strong communication and a thorough planning process for marketing a home or searching for a buyer’s dream house. He is also a Certified Relocation Specialist that can help you or someone you know with a real estate transaction anywhere at all. 

Contact Info:
Cell phone: (704) 578-4778
Email: Fran.Park@CBUnited.com
Website: www.FranParkOnline.com

Picture Douglas Marion
Douglas Marion is a Financial Advisor specializing in Tax and Retirement Planning for business owners and executives. He can help assist with the financial planning for designing a business exit with tax-advantaged strategies, income and estate planning. He believes it's not about what you have, it's about what you keep. He can also help plan for current business owners in preparation of an exit by potentially reducing current business taxation. Being in financial services for 12 years, he's experienced the ups and downs of the economy and how to protect your assets for your family and how to put Uncle Sam in his place in your planning. He's a founding member of the American Tax Planning Institute and brings creative resources and design to help meet your financial goals and needs for life. 

Contact Info:
Phone: (704) 450-8352
Email: douglas@advancedwealthstrategies.org
Website: www.AdvancedWealthStrategies.org

Picture David Woodruff - Genesis Film
David Woodruff began shooting and editing in California in 1990 after attending college to study Electronic Engineering and Recording Engineering. Over the past 24 years, he has worked on a huge variety of projects, from weddings and anniversary parties to high budget broadcast commercials and a monthly News Magazine series for the North Carolina Zoo. His current company, Genesis Film, specializes in helping companies get their message out in the form of a compelling story, whether that’s a series of testimonials, a message from the CEO, or a “mini-documentary” of a local artist. His company also continues to build strong relationships with other local companies that provide related marketing, branding and Social Media services, thus effectively offering Genesis Film clients a “One Stop Shopping” experience for all of their online and digital marketing needs. David is active in the Lake Norman Chamber as a Member and volunteer, as well as the Action Alliance Chapter of BNI, based in Cornelius. 

Contact Info:
Phone: 704-881-4911
Email: david@GenesisFilm.tv
Website: www.GenesisFilm.tv

Picture Wayne Bidelman - Business Coach

As a business Owner, do you… Feel like your business is running you rather than the other way around? Feel you need some help avoiding the 5 common business dangers, i.e. Poor leadership, Underperforming sales, Ineffective marketing, Lack of human capital (people) management, or Financial mismanagement? As a Business Coach, I help Business Owners address these key issues, through creating awareness, education, and accountability. I can assist you and your business, whether your business is just starting, whether it needs to get to the next level, or whether it is at the point in time to prepare for your exit. Every great athlete and every great team has a great coach! So does every great business!

 

Contact Info:
Phone: (704) 997-5002
Email: wbidelman@advicoach.com
Website: www.wbidelman.advicoach.com

Picture Karen R. Tovar - Commercial Broker
Karen R. Tovar, MBA, comes from the corporate arena where she represented a worldwide hotel chain of sixty, 4 and 5 “star” hotel properties to national sales accounts specializing in the corporate and entertainment segments. Her negotiating skills helped to barter arrangements with airlines and incentive gift companies. After the corporate arena, she transferred her expertise to the commercial real estate industry. Karen has listed and sold: land, new construction, existing sites, houses-turned-into commercial and Tenant/Landlord representation in the office/retail and warehouse sector. She has a strong focus on complete customer satisfaction. She knows “Good service speaks for itself”. 

Contact Info:
Phone: (704) 905-6964
Email: Karen@TheTovarGroup.com
Website: TheTovarGroup.com

Picture Nicholas J. Farina- The Farina Law Firm, PLLC
Nicholas J. Farina is an attorney serving businesses in the Lake Norman area. He provides businesses with legal services relating to business formation, debt collection, document review and drafting, and general business advice. He is also able to meet your personal legal needs relating to personal injury, insurance claims, and real property disputes. Whether you need legal help with your business or personal affairs, call The Farina Law Firm today! 

Contact Info:
Phone: 704-621-6829
Email: nick@farinalawnc.com
Website: www.farinalawnc.com

Picture Larry Huelsman-Principal Financial Group
Larry Huelsman is well known in the Charlotte area as the “Sports Enthusiast Financial Guy”. He combines his passion for sports and his expertise in financial services (Million Dollar Roundtable Qualifier) to assist individuals and their families in developing a solid and strategic financial plan to last a lifetime and as a legacy. A baby boomer himself, he combines over 25 years of experience in financial services including retirement strategies knowledge to help clients transition from the accumulation of assets to the distribution/income of those assets. Larry is a “think differently” guy who focuses on family legacy and business succession planning. 

Contact Info:
(704) 716-2651
Huelsman.Larry@principal.com
www.principal.com/northcarolina

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