Meet the Team
Shay Port
Financial Wellness | Advisor
About Shay
Shay is a CPA, Financial Coach, Counselor and Educator and has worked as a corporate accountant for over 10 years. After seeing so many of those around her struggling with their personal finances, Shay began to envision a life dedicated to assisting all those who were seeking relief. Over the past decade through the magic of video conferencing, Shay has coached hundreds of participants in every part of the country to overcome financial habits that don’t serve. Her clients work together on creating holistic, comprehensive and easy-to-follow personal financial plans in order to achieve their financial goals.
Shay offers many diverse services, but she specializes in coaching people who are in significant debt, to not only get out of debt permanently, but to form new financial habits and develop a positive and empowered relationship with money going forward.
Shay’s additional experience in the field includes 3+ years as the financial coach at one of the first Financial Opportunity Centers in Pittsburgh, the creator and leader of the financial wellness
program for the Pittsburgh chapter of Platform to Employment, and as a certified Financial Counselor/Coach trainer through the Cities for Financial Empowerment. Shay also wrote and led several different “train the trainer” seminars for the CFE.
Like everyone, Shay has experienced her own financial challenges. This is how she knows, firsthand, how empowering and life-altering it can be to finally get the help and direction you need in order to live a life of security, abundance and ultimately financial freedom.
Please let me know if you have any questions or need more information or clarification.
Bret Schafer
Prosilio Capital | Advisor
About Bret
Bret is a Managing Partner at PCG and focuses his efforts primarily on mergers & acquisitions, corporate finance (raising equity and debt), Chapter 11 representations (363 asset sales), and real estate related transactions. Prior to joining PCG, he was with BCC Capital as a Managing Director in charge of the firm’s mergers & acquisitions, corporate finance, valuation, and employee stock ownership plan practices.
Before joining BCC Capital for the second time, Bret was a Senior Vice President and the Chief Contracting Officer for Mavent Inc., a venture capital-backed software technology company. Earlier in his career, he was a Director of Acquisitions for CWS Capital Partners, a large real estate investment management firm. He also played a key role in the completion of a $90 million commercial mortgage-backed securities transaction between Daiwa Securities America and the Resolution Trust Company.
Bret holds a bachelors degree in economics from U.C.L.A and an M.B.A. from Pepperdine University. He is a Chartered Financial Analyst (CFA), a member of the CFA Institute, and holds his series 7, 63, and 79 securities licenses.
Jim Moazez
Business Broker | Advisor
About Jim
Buying or selling a business is one of the most complex and impactful decisions an entrepreneur can make. Having bought and sold multiple businesses throughout my career, I understand the challenges and nuances involved in every transaction. Just as it’s critical to work with the right professionals when operating a business, it’s equally important to have trusted expertise when entering or exiting one.
Properly structuring a business sale requires careful planning, coordination, and the application of proven business practices. I work closely with business owners to uncover their company’s true earnings, allowing for an accurate valuation using income-based, market (comparable sales), and asset-based approaches.
Once we determine the right value, I strategically market your business to attract qualified buyers, maximizing both speed and sale price. As a Certified Business Broker in California and an active member of the California Association of Business Brokers (CABB), I bring extensive experience and industry knowledge to every client relationship. I also provide free business valuations and exit strategy consultations to business owners throughout California.
Having successfully facilitated the sale of hundreds of businesses, I bring the negotiation skills, market insight, and problem-solving ability required to navigate complex deals and close them efficiently. My focus is always on achieving the best outcome for my clients.
I welcome the opportunity to speak with you and help guide you through the process of buying or selling a business.