Business Strategy Institute Faculty of Central Maryland
Clarke Langrall
INSURANCE/FINANCIAL PLANNING/CERTIFIED EXIT PLANNER
President of Triumvirate, Inc. t/a Forecast Strategic Advisors since 1985, Clarke Langrall, Jr., CEPA (Certified Exit Planning Advisor) has been providing insurance and financial planning services since 1975. Clarke has been a life and qualifying member of The Million Dollar Round Table (MDRT) since 1978, and has been a member of the Financial Planning Association (FPA) for over 35 years.
As a member of the Forum 400 since 1987 – a group representing the top 400 estate planning and executive compensation planners in the U.S. – Langrall also served as President and Chairman of the organization 2009 and 2010
He regularly hosts presentations on exit planning to trade associations, business owner groups, and industry meetings. Clarke has also authored numerous articles on owner exit planning and provides a bimonthly newsletter titled Exit Planning Review. He authored the preface to the book How to Run Your Business So You Can Leave It in Style by John H. Brown Esq.
Some of Clarke’s current non profit board activities include being a member of the University of Baltimore School of Entrepreneurship, the LIFE Foundation and with Port Discovery, The Baltimore Children’s Museum.
600 Fairmount Avenue, Suite 202 Towson, Maryland 21286
Phone: 410.583.1777
Toll Free: 800.583.1785
clarke@forecastadvisors.com
www.forecastadvisors.com
philippe lerner
BOOKKEEPING/CFO CONSULTING
PLC is a client focused bookkeeping and accounting firm serving the small business community with professional day to day accounting including AR, AP, Payroll, Bank entries, monthly close, and financial reporting. We do what we call Proactive bookkeeping. We ensure that our clients are always in compliance. That our clients always know what is going on in their business so they can truly focus on the bigger picture while being confident that the accounting is in good shape.
Philippe built PLC on a foundation of customer service, professionalism and trust. Trust needs to be earned, and PLC has earned the trust of hundreds of small businesses since 2009 and continues today.
Mr. Lerner currently resides in Baltimore, Maryland with his wife and four children. He is an active member of his community, serving on the board of two nonprofit organizations.
PL Consulting Bookkeeping Plus
119 Old Court Rd.
Baltimore, MD 21208
Phone: 410.764.3731
Fax: 443.628.9179
Philippe
www.plcfo.com
jim ries
LEGAL
Jim Ries is Director of Business Development at Offit Kurman. They are a full-service law firm, serving the legal needs of small and mid-size privately-held owner managed businesses with 230 attorneys in 14 offices from Charlotte to New York City, with a heavy concentration here in the Maryland/DC/Northern Virginia region.
Jim has access to a deep network of attorneys in every practice area, and he connects business owners to the right attorney who can resolve their legal disputes and protect their assets. Jim is a master networker, and he prides himself on being able to make meaningful connections. Let Jim be your Google.
Offit Kurman
300 East Lombard St., Suite 2010
Baltimore, MD 21202
Phone: 410.733.6133
Jim Ries
www.offitkurman.com
Property Casualty - Risk Manager
M&A
Business Coach