A conversation provides the opportunity to advance your search and realize additional value.
We invite you to join us for an in-person conversation to discuss your financial and operational challenges and goals.
CEOs, presidents and owners consistently share with us that they found significant value in a first conversation.
In fact, we view talking with you just like we view delivering the right solutions: an opportunity for you to realize clear value. Examples of the value that can come from a conversation include the following:
Authoritative Input from an Experienced CFO — We have advised CEOs, presidents and owners of businesses ranging in size from startups to billion-dollar public and international corporations. A conversation informs your search with well-versed and objective insights.
Advance Your Search with New Perspectives — We hear executives say they found added value when our questions and comments expanded their views with important factors they had not yet considered.
Value of Business Introductions — If we both find that it could be beneficial to move forward on your project, we’ll provide you with a comprehensive proposal. If we mutually sense there is not a good fit, we have established a business relationship. Each of our partners has lived and worked for over 30 years in the Greater Los Angeles area. With a clear understanding of your business, we are well-positioned to refer opportunities to you and introduce you to professionals at area law firms, CPA firms, commercial banks and venture and equity firms.
Three Complimentary Offers — With agreement, we offer your three complimentary professional services options to demonstrate our workstyle, your value outcomes and our commitment to your company.
We invite you to contact us to discuss a good time for an in-person conversation, and we’ll place a return call to you as quickly as possible.