Client Experiences
Ultimately It’s About Results
Client Case Studies
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SafKan Health
A medical device start-up needed a mentor and Advisor to create financial models and guide the fund-raising process and serve as fractional CFO.
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H.B. Frazer
A mature electrical contracting business needed an advisor to bring a fresh perspective to a fourth generation family run business to help with operations and finances.
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Myoderm
A significant international pharma services business needed help with compensation and equity plans, strategic guidance, bank negotiations and more.
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Prosperoware
The CEO and founder of a growth business needed an Advisor and fractional CFO to strategize, lead the financing and build out the accounting department.
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Lia Diagnostics
A start-up company with patented technology for a women’s product was seeking an experienced Advisor to help with strategy and financing.
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FNX Solutions
A technology company was looking for M&A expertise to complete a complicated sale of the business and transition to the buyer