Client Experiences

Ultimately It’s About Results

Client Case Studies

  • 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.

  • 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.

  • Myoderm

    A significant international pharma services business needed help with compensation and equity plans, strategic guidance, bank negotiations and more.

  • 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.

  • 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.

  • FNX Solutions

    A technology company was looking for M&A expertise to complete a complicated sale of the business and transition to the buyer

Client Testimonials

Video Testimonials

BETHANY EDWARDS, CEO & CO-FOUNDER
LIA DIAGNOSTICS

JOHN CONNOLLY, CEO
ACTIUM AND ANEXINET

Passionate About Results