July 2026

A monthly newsletter brought to you by your Pratt and LeFevre Corporation Team

Meet Your Strategic Growth Team

Growing a business takes more than hard work, it takes the right people, resources, and opportunities. This month, we’re introducing the experts dedicated to helping businesses move forward.

From strategic planning and business development to lending solutions and sales growth, our Corporate Strategic Advisor, Head of Lending, and National Sales Director bring decades of experience helping companies overcome challenges, find opportunities, and create a path for long-term success.

Whether you’re looking for funding options, ways to expand, or guidance on your next big move, this team is here to help turn possibilities into progress.

CSA (Corporate Strategic Advisor)

Robert Whitaker has been in mortgages for the last 11 years. He’s done everything from helping first-time homebuyers to veterans, investors, and everything in between. When he’s not working, he enjoys spending time with his wife and son and watching basketball.

Robert Whitaker,
CSA
Cell: 801-941-6944
robertw@prattandlefevre.com

Head of Lending

Lyle Pearson
President/CEO
Synergy to Value
Office 949-829-1140
Mobile 949-370-7500
Lyle@synergytovalue.com
Business Funding – https://bankbreezy.com/
Healthcare Program – https://dactraining.com/healthshare/

National Sales Director

Clay Neves brings over 40 years of sales management experience to solve your specific sales challenges – inside sales, outside sales, corporate account management – growing one company’s sales over 9X within 3 years, earning several Inc.500/5000 awards. He designed, implemented and managed successful campaigns for Fortune 500 companies like Pacific Bell, Sprint, AT&T, Citibank, Showtime, and others. He has worked with thousands of business owners throughout the United States and Canada to grow their businesses by growing their sales results by improving lead generation, presentations, closing rates, sales management systems, sales staffing and sales training. As a Chamber of Commerce President, he grew membership by 50% and has since shared his networking and relationship selling systems, trainings, and coaching.

Clay lives in West Jordan, Utah, with his wife JaNae. He enjoys playing his guitar, singing, writing poetry, solving puzzles, history, reading, and hiking the many canyon trails along the Wasatch front and e-biking.

Sales Growth Architect
Instructor/Coach/Consultant
(801) 792-7929
cneves@prattandlefevrel.com
www.salesrealations.com
CLICK HERE to schedule a free initial 30 point check up of your sales process.

Spotlight Topic:

Is Your Business Ready for Its Next Stage of Growth?

Every business starts with an idea, but turning that idea into sustainable growth takes more than passion and hard work. As businesses evolve, owners often reach a point where they need additional support, whether that means creating a stronger strategy, finding the right funding solutions, improving sales systems, or preparing for expansion.

The businesses that thrive are not always the ones with the most resources. They are the ones that know when to bring in the right expertise.

Growth requires three key pieces working together: strategy, capital, and sales.

Creating a Strong Business Growth Strategy

A successful business needs more than short-term goals. It needs a clear roadmap. Strategic planning helps business owners identify opportunities, solve challenges, improve processes, and make informed decisions about the future.

Corporate Strategic Advisor Robert Whitaker helps businesses and individuals navigate important financial decisions and opportunities. With over 11 years of experience in mortgages, Robert has helped first-time homebuyers, veterans, investors, and clients with a wide range of financial needs.

His experience allows him to understand that every situation is different and that the right strategy begins with understanding the goals behind the numbers.

Finding the Right Funding for Your Future

One of the biggest challenges businesses face when preparing to grow is having access to the right financial resources.

Whether a company is looking to expand operations, invest in new opportunities, purchase equipment, improve systems, or prepare for the next stage of growth, having the right lending guidance can make all the difference.

Lyle Pearson has spent decades helping businesses grow through technology, finance, consulting, and strategic development. Throughout his career, he has built companies, led teams, and created innovative solutions across multiple industries.

As President and CEO of Synergy to Value, Lyle focuses on bringing people, ideas, and opportunities together. His experience helps businesses look beyond where they are today and build a strategy for where they want to go next.

Building Sales Systems That Create Sustainable Growth

A great product or service can only go so far without a strong sales strategy behind it. Lead generation, communication, presentations, closing systems, team development, and customer relationships all play a role in creating long-term success.

National Sales Director Clay Neves brings over 40 years of sales management experience helping companies overcome sales challenges and improve performance.

Clay has worked with thousands of business owners throughout the United States and Canada, helping them improve lead generation, closing rates, sales systems, staffing, and training. His experience includes designing and managing campaigns for major companies, including Pacific Bell, Sprint, AT&T, Citibank, Showtime, and more.

Through proven relationship-based selling strategies, Clay helps businesses create systems designed not only to increase sales, but to create lasting customer connections.

Taking the Next Step Toward Business Growth

Growth does not happen by accident. It happens when vision meets preparation, resources, and the right team.

Whether you are looking to increase sales, explore funding opportunities, strengthen your strategy, or prepare your business for the future, having experienced advisors by your side can help turn possibilities into action.

Your next stage of growth starts with asking the right questions and connecting with the right people.

DISCLAIMER: Pratt and LeFevre Corporation has several attorneys on retainer. Any information contained herein should not be considered legal advice. The above is only an explanation of instructions given to Pratt and LeFevre Corporation by our attorneys which we have been given permission to explain from a lay-person’s point of view only. Any clarification or questions must be answered directly by an appropriate attorney.