Clear Advice Business is a business advisory firm created exclusively to help owners of small to mid-size companies navigate the complex journey to a successful exit.
ChFC®, CExP™, CAP®, CLU®
Eric Donner has been helping successful business owners with their business, tax and wealth transfer planning needs for over 30 years. Beginning his career in New York City in 1986, Eric has helped business owners think through their unique business and personal challenges, integrating their business succession and individual exit planning needs with their family and philanthropic legacy desires.
As a Chartered Financial Consultant, Certified Exit Planner, Chartered Advisor in Philanthropy and Chartered Life Underwriter, Eric’s unique ability is to apply his knowledge and expertise to simplify this complex and sometimes overwhelming process. Having worked with and trained hundreds of accountants, attorneys, financial planners and life insurance advisors, Eric Donner serves as facilitator, working side-by-side with the business owner (and their team of advisors) to manage and coordinate their unique process.
Managing Partner of Vesticor/Strategic Partner of Clear Advice Business
Gary Rakin has 27 years of experience in the financial services industry spending the majority of his career working with some of the largest asset management firms in the country. His experience in M&A advisory, raising capital, in both public and private offerings, bring a unique perspective to client engagements.
Mr. Rakan has started, operated, and advised businesses in the apparel, manufacturing, financial services, business services, consumer services, retail, consumer product, and wholesale distribution sectors.
Prior to forming Vesticor, Mr. Rakan was Founder and President of Infinity Capital Partners, an independent wholesale distribution firm based in Lansing, Michigan. During his tenure at Infinity Capital Partners, Mr. Rakan and his team were responsible for raising hundreds of millions of dollars in both public and private funds.
Matt Linick, is responsible for business development, marketing, and acts as a business consultant for Clear Advice. Mr. Linick is an entrepreneur, and an accomplished marketing and business development professional.
Recently, Mr. Linick worked as Business Development Manager for Hewins Financial Advisors, a registered independent wealth advisory firm, as well as started and partnered in a hedge fund. Matt owned and operated Running Away Inc. for the prior ten years. Running Away Inc. specialized in the creation and production of large events, ranging in size from 500 to 5000 attendees, primarily focused on the fitness and music industry. Matt received his B.A. from the University of Michigan at Ann Arbor.