We are on a mission to help founders and owners of businesses build highly profitable businesses and exit successfully.
We give back to the entrepreneurial community by delivering tremendous value and charging affordable fees.
We are on a mission to help founders and owners of businesses build highly profitable businesses and exit successfully.
We give back to the entrepreneurial community by delivering tremendous value and charging affordable fees.
Meet Our Team
Lorne A. Greenfield, Founder, CEPA®
Lorne A. Greenfield, Certified Exit Planning Advisor® (CEPA), is the founder and creator of Capital Concepts USA. He has worked for more than 40 years in corporate direction and management for large organizations, and he has conceived the vision and strategy for more than 30 start-up companies of his own. His background includes a wide range of verticals including software, construction, real estate, consulting, and financial services.
Lorne is passionate about supporting the owners of small to midsize businesses to grow their companies sustainably and profitably and establish a strong exit strategy. He founded Capital Concepts USA as a way to give back to the entrepreneurial community because he saw the dismal numbers related to selling businesses. His direct personal experience starting and building businesses gives him invaluable insight into what contributes to these dismal results. He is on a mission to help owners defy the odds and succeed where many others fall short.
A native of Montreal, Lorne holds a Bachelor’s Degree from the Massachusetts Institute of Technology and a Master’s Degree from Stanford University. A professed “rabid” hockey fan, he applies to business the leadership skills he developed as a player for three decades and a lifetime student of the game.
Dan Harper, Vice President of Sales
Dan has worked with large corporations and startups, giving him experience and knowledge of the challenges that both present. Currently, he helps small to mid-sized companies identify areas for improvement in their Sales Departments. He identifies opportunities for increasing both the team’s capabilities and capacity in sales, and helps them build a strategy.
He focuses on building the systems and processes needed to increase a business’s revenue dramatically. He says, “This is the proper foundation to enable ongoing profitable growth.” Dan is married with two adult children.
He enjoys outdoor sports like hunting and fishing, and cheering for his alma mater’s football team (the Georgia Bulldogs).
Adam Koontz, Client Consulting Lead
Adam Koontz joins Capital Concepts in 2024 as a Client Consulting Lead, bringing over 25 years of experience in executive leadership, strategic operations, and management consulting. He provides advisory services to entrepreneurs and management teams, helping companies of all sizes achieve significant improvements.
Before joining Capital Concepts, Adam served as an onsite CEO and VP of Operations for Falck, a multi-site emergency medical services company. He also led sales for 3Shape, a private equity-backed medical device company. In addition, Adam has held executive leadership roles in several large, multinational corporations, where he specialized in strategy, organizational design, and company-wide initiatives to enhance financial performance. Early in his career, he gained valuable experience as a management consultant with Oliver Wyman and Accenture.
Adam holds a BE in Electrical Engineering from Vanderbilt University and an MBA in Management and Strategy from the Kellogg School of Management at Northwestern University. Residing in Atlanta, he is married and has three daughters. In his free time, Adam enjoys traveling, exploring ethnic cuisines, and playing/watching soccer.
Karen Traversi, Client Consulting Lead
Joining Capital Concepts USA as a Client Consulting Lead, Karen Traversi has had over 30 very successful years working with companies during all stages of their lifecycle experiencing organizational change, specifically mergers & acquisitions, growth, and internal inefficiencies. She identifies key barriers and opportunities to streamline operations, align team behaviors and maximize profitability, helping to uncover the real reasons behind what leaders are experiencing!
Applying methodology from decades of experience in executive leadership, sales, and customer growth, Karen collaborates with teams and key partners to connect the dots of strategy, execution, and measurement. Tools include OKR development and review, sales and customer strategy and organizational alignment.
Holding roles ranging from VP GM to VP of Operations to CEO, Karen has successfully helped companies ranging in size from start-up to >$100 million as well as those looking to monetize assets such as TMP/Monster.com, Ticketmaster, and Revolution Health Group.
Carolina Lara, Executive Assistant
Carolina was born in Mexico and began her career as a culinary professional.
She spent 10 years in the cruise industry and continues to be an avid traveler, foodie, and wine enthusiast.
Today, Carolina is married with a wonderful 2-year-old son. She’s a self-starter, constantly seeking new knowledge and experiences.
She is passionate about cycling and exploring new interests and is currently delving into the world of finance.
Noah Wilson, Financial Modeling Analyst
Noah is a graduate from the University of Georgia with a BBA in Finance.
He has been with Capital Concepts USA since August of 2022 as a Financial Modeling Analyst, and now serves as a Financial Modeling Associate full-time.
In his free time, he lives out his hobbies of playing guitar, cheering on the Atlanta Braves and Georgia Bulldogs, and going hiking as much as he can.
Angee Murillo, CPA – Accounting
Angee is a CPA based in the Philippines with over a decade of accounting experience in shared service and BPO settings. Throughout her career, she has developed expertise in client service and working in a multicultural and diverse environment.
She specializes in providing end-to-end accounting services to US clients and has additional experience in Project Accounting and Financial Planning & Analysis.
Currently, Angee plays a crucial role in supporting the CCL by executing administrative and accounting tasks with accuracy and timeliness, contributing to successful client delivery.
Karen Shyne Moriles, Digital Marketing Specialist
Karen Shyne Moriles is a highly skilled and experienced Digital Marketing Specialist who excels at helping business owners, coaches, and entrepreneurs reach their full potential by providing expert guidance in the ever-evolving world of digital marketing. With a keen understanding of the technical aspects involved, Karen ensures that her clients can focus on growing their businesses while leaving the intricate details to her.
Despite her busy professional life, Karen cherishes being a full-time mom and enjoys traveling and mall visits with her son.
Judelyn Delector, Admin Clerk
Judelyn holds a BS Management degree with a specialization in Business Administration from the University of the Philippines Cebu.
With over four years of experience in distribution and retail as an admin and telemarketing officer, she transitioned to various roles within NCR Corporation. Her journey at NCR Corporation includes positions as a field service coordinator, senior planner, project coordinator for the Professional Services team, and business operations analyst in the SW Retail Commerce business unit. Seeking diverse industry exposure, Judelyn also served as a virtual admin and executive assistant for a client based in Florida.
In her spare time, Judelyn enjoys reading online articles, watching movie series and Korean dramas, and browsing social media platforms.
Need Fresh Eyes On Your Business?
We offer complementary consultations to help you identify the areas where you could most quickly and easily improve your business’s performance, value, and profitability.
LEVERAGING FINANCE STRATEGY TO GROW YOUR BUSINESS.