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Our Support Team
Our Sponsors are high quality local service providers with the kinds of clients who qualify for CRT mentoring.  They pay an annual sponsorship fee to be members of the organization and to cover CRT’s modest administrative expenses. We are always looking for great sponsors that fit our culture; currently, our priority is to find sponsors in the following industrie: human resources, digital marketing and PR/advertising.

Our Partners are professional and educational organizations that are business-oriented and provide support to their own members that is complementary to CRT’s advisory services.

Both Sponsors and Partners add value to their constituency by referring them to CRT.  They are asked to refer as often as they find appropriate companies.

They have the opportunity to develop great relationships with our Mentors, other Sponsors, other Partners, and CRT clients.

Sponsors may solicit clients only if requested by the client or the Mentors.

Do I Qualify as a Sponsor?
Do I Qualify as a Partner?

Below are links for our Sponsors, Partners and other Supporters. We especially appreciate the support of Fish & Richardson, which provides the space where we hold our monthly meetings.
Sponsors, Supporters and Partners:


CRT Support Team 

Kevin Brown
CRT Board Member
CRT Sponsor
 

Kevin is Managing Partner of CRT Sponsor, RBTK, LLP.  RBTK provides tax, accounting, strategic planning and business consulting services to clients in a wide variety of industries.  RBTK focuses on helping businesses with their tax and accounting compliance needs, but more importantly their strategic business issues, from formation to transition of ownership.  Kevin heads up the strategic planning services of the Firm.



Cindy Candela
Cindy Candela
CRT Sponsor

 

Cindy is the President of CANDELA, a business consulting firm focused on providing support for small to mid-sized businesses within the San Diego region.  Cindy Candela is a successful business leader with more than 25 yrs experience leading private and public firms.  She facilitates exclusive CEO Roundtable Groups, Strategic Planning Meetings and Retreats and offers One-on-One Leadership Coaching. Her support allows these leaders to become stronger with higher performing teams and best practice processes to create the desired results and success they are seeking.



Robert Copeland
CRT Sponsor
 
Bob practices in the area of corporate law with an emphasis on corporate finance, securities, real estate and mergers and acquisitions. He also is ready and able to assist business owners seeking a liquidity solution in locating financing and acquisition sources. Bob has served as an expert witness in several litigations involving complex business, partnership and tax disputes. Bob also holds a certificate from the National Conflict Resolution Center in advanced mediation and is available to mediate complex pre-litigation and litigated matters.

Duval
David B. Duval
CRT Sponsor
 

Claiborne Advisors assists middle-market companies with mergers and acquisitions and institutional growth capital needs in the $5-$50 million range. We focus on manufacturing, distribution and service companies in the Southwest.

Claiborne works – closely – with just 1-3 companies at a time. We deliver Wall Street partner-level expertise to both private and public companies that seek transactions too small to receive appropriate attention from larger investment banks.

 

Years of experience in crafting successful transactions allows us to create unique solutions to often difficult, complex needs.

 

Dave Duval grew up in the “your word is your bond” culture and brings all of that attitude and practice to each client and every engagement.


Win
Win Englebert
CRT Sponsor

Win is Director of Business Development for Bank of the West in San Diego and Orange County and a veteran of 30 years in the banking industry. Bank of the West, a regional 23 state financial services company headquartered in San Francisco, with Community bank roots dating back over 141 years, serves  family owned and privately held businesses in the $5-$75MM range offering commercial and consumer banking, originating small-medium business loans, lines of credit and leases, cash and treasury management services, investor and owner occupied commercial real estate financing, for both individuals and businesses. Bank of the West is a subsidiary of BNP Paribas, with offices in 74 countries bringing a global reach to Bank of the West’s local focus.  Win’s customized approach  serves the needs of his clients with consistency and discipline providing a highly personalized client relationship management environment. 


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Stephen Friedman
CRT Sponsor
 

Stephen Friedman is an 18-year banker and serves as Executive Vice President, Regional Manager of the Banks La Jolla regional office. Stephen joined Regents Bank in 2009 and is responsible for developing and managing commercial loan and depository relationships to privately held companies throughout San Diego.  Half of his practice consists of operating businesses, including manufacturers, distributors, contractors, professional service firms and contractors.  The remainder of his practice revolves around commercial real estate financing, including construction, bridge, mini-perm and SBA 504 loans of most property types. Stephen came to Regents after holding similar positions for over six years with Discovery Bank and then CommerceWest Bank after its acquisition of Discovery Bank.  Stephen began his banking career in 1987 at Bank of Boston (now Bank of America), rising to Vice President of Corporate Banking.  In 1993, he joined the Bruegger’s Corporation, a bagel bakery franchiser, as Chief Financial Officer.  From 1997 to 1998, Stephen was Chief Financial Officer of Westwind Group, a large Burger King franchise.  He also was President/Owner of Jody’s Baking Co., a commercial bakery located in San Diego from 1999 through 2004. 

Cory Grant
CRT Board Member
CRT Sponsor
 
Cory is Chairman & Managing Partner for CRT Sponsor, Grant, Hinkle & Jacobs.  Business Succession planning often includes more than just considering the obvious; who will run the business after the transitional event. With a comprehensive approach to the estate and retirement planning objectives of the senior group and the desires of those coming into leadership, a balanced approach that keeps the business on the right track can be developed. Interacting with senior management to really understand the culture and flow of the organization and provide advice accordingly while working closely with the team of advisors usually yields the best results.
Cynthia Guiang
Cynthia Guiang
CRT Supporter
CG

Cynthia Guiang is the principal of CG Communications.  She has over 30 years in marketing and management experience with companies in a variety of industries as well as advertising and public relations agencies.  During the course of her career, she has developed marketing plans and brand strategies for diverse companies and organizations.  Cynthia is known for her ability to successfully convert strategies into tactical implementation plans that achieve clients' marketing objectives.  Her hands-on approach to projects, involving everything from branding and positioning and public relations to collateral development and website design, ensures that her clients get top-level thinking at every stage of project implementation. 
Jim Hamerly, Ph.D.
CRT Partner
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Jim Hamerly is dean of the College of Business Administration at Cal State San Marcos.  Jim also serves on numerous Boards of community service organizations, new ventures, and business incubators.  Prior to joining CSUSM, Jim has 30+ years of experience as a serial entrepreneur,  intrapreneur, and senior executive at major corporations.  Jim holds B.S., M.S., and Ph.D. degrees in Computer Science and Electrical Engineering (from MIT, UU Berkeley, and Carnegie Mellon University).

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David Kramer
CRT Board Member
CRT Sponsor

Dave is the Founder of Outsource CFO Services, using his long experience in growth to provide part time CFO skills to multiple businesses.  He becomes the CEO’s financial partner, working to improve cash flow and earnings, in order to grow the company successfully.  His services include timely, accurate financials, cash forecasting, debt and equity financing, budgeting, multi-year financial plans, income statement management, and full scale business metrics.      

Jason Kruger
CRT Board Member
CRT Sponsor
 
 
Jason is President of CRT Sponsor, Signature Analytics, an outsourced accounting firm providing ongoing accounting support and financial analysis to small and mid-size businesses. Our team of highly experienced accountants will act as your entire accounting department (CFO to staff accountant), or complement your internal accounting staff, to provide the ongoing accounting support necessary to effectively run your company, analyze operations, and guide business decisions.
 Stephen LaSala
Stephen LaSala
CRT Sponsor
 

Stephen R. LaSala is the Co-Practice Group Leader of the firm's Corporate Practice Group. He is also the former Managing Partner of the San Diego (Del Mar) office and former Team Leader of the firm’s Mergers & Acquisitions team.


Mr. LaSala specializes in mergers and acquisitions and corporate law. He counsels buyers and sellers in M&A transactions on a daily basis. His practice also includes venture capital and private equity financings, joint ventures, corporate governance, equity and executive compensation, and matters relating to the formation and structure of business entities. He represents both small and large companies ranging from start-ups to well established public companies in a variety of industries including life sciences, healthcare, software, energy, clean technology, consumer goods, construction, aerospace and defense, media and e-commerce. He also represents institutional and individual investors in connection with public and private company investments.

Steve McCracken
Steven McCracken
CRT Supporter
Fish

Steven C. McCracken is Of Counsel in the Southern California office of Fish & Richardson. Steve merges his extensive legal and corporate experience to advise large and small companies on matters relating to intellectual property acquisition, exploitation and protection. He served as the chief legal officer at Callaway Golf (1994 – 2012), where he built, managed, licensed and litigated a premier portfolio of properties, including the famous "Big Bertha" trademark and various patents, design patents and other trademarks. Prior to joining Callaway Golf, Steve was a litigator with an international law firm for 19 years, handling antitrust, trade regulation, unfair competition and intellectual property cases for clients in the airline, building products, computer, eyecare, medical products, newspaper and other industries.


While in private practice, Steve served as President of the Orange County (California) Bar Association and Chair of its Business Litigation Section. At Callaway Golf he was selected by Corporate Board Member magazine as one of six Great General Counsels in 2010. He currently serves on the Board of Directors of Pro Kids Golf Academy and Learning Center/The First Tee of San Diego.

Brett Pernicano
Brett Pernicano
CRT Sponsor
Dowling25Yr
 
Brett Pernicano is a Portfolio Manager at Dowling & Yahnke, an independent, fee-only registered investment adviser.  Dowling & Yahnke provides comprehensive portfolio management and retirement planning services.  Located in San Diego, California, the Firm currently manages approximately $3 billion for more than 1,000 clients, primarily individuals, families, endowments, and foundations.  With over eleven years of experience, Brett has provided clients with financial guidance in areas including asset management and comprehensive financial planning.  Brett holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®).  He completed his undergraduate work at the University of Washington with a degree in Business, emphasis in Finance.
 
Greg Pieratt
CRT Sponsor
Greg Pieratt is a Principal with the Lee & Associates Commercial Real Estate. Specializing in tenant representation and investment sales. Greg provides clients with a customized process to achieve their real estate goals, whether its negotiating a lease or purchasing a property. His 12 years of experience in the commercial real estate industry is validated by his tremendous knowledge and value to the clients he represents.
Todd Poling
Todd Poling
CRT Sponsor

Todd is the Founder and President of Vantage Point Advisors, Inc. Mr. Poling is actively involved in valuation engagements of all types and also leads the firm’s strategic planning and business development efforts. Vantage Point Advisors is an independent business valuation firm with offices in San Diego, Los Angeles and Philadelphia; offering a full complement of business valuation and financial advisory services. Collectively our team has completed thousands of engagements across many industries.

Tom Rex
Tom Rex
CRT Sponsor
As a Shareholder and Technical Director of Accounting and Audit for LEVITZACKS, Tom has an in-depth
knowledge and understanding of generally accepted accounting principles and auditing standards, SEC
rules, regulations and reporting, and litigation resolutions. He serves on the International Board of
Directors for the International Association of Professional Accountancy Firms (IAPA).

Tom excels at identifying, analyzing, and resolving complex accounting and financial reporting issues. He
has successfully served as a key advisor to defense counsel in a federal criminal trial which involved
complex accounting issues related to multiple acquisitions. He is known to interact effectively with
Securities and Exchange Commission and Financial Accounting Standards Board staffs.

Our clients benefit from more shareholder involvement; higher engagement team continuity; unmatched
technical expertise; and unique resources providing breadth and depth from a local firm including two onstaff
tax attorneys, a Certified Fraud Examiner, and an Accredited Senior Appraiser.
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Martin Staubus
CRT Partner
 

Martin is the executive director of the Beyster Institute.  Based at the UCSD business school, the Institute is a center of expertise on employee stock programs, including ESOPs, stock options, and other vehicles that enable employees to participate in equity ownership of their company.  The Institute provides both educational programs and consulting services to business owners.”