Testimonials

When I was looking for a CFO, I needed someone who could do more than just manage the financials and our future planning—I needed a partner to help package and sell the company for maximum value. Despite having no prior relationship, I knew immediately after interviewing Paul that he was the exact right fit. Paul brought 35 years of business experience to the table, having spent half of that time as an owner himself. He is incredibly smart with fantastic EQ; he can instantly sense the environment, understand what is best for me, and anticipate the needs of the buyers.

During the sale, Paul was my absolute point person. He operates a bit like a top-tier realtor—he asks the right foundational questions, toes a hard line based on historical facts, and uses those numbers to confidently and aggressively expand the negotiation. His top strengths are his unwavering honesty, his strong communication skills, and his creative ability to just get deals done. He even stepped up as a friend, giving it to me straight and explaining exactly why I should sell when I was on the fence about keeping the business. His work ethic is unmatched; he’s a 24-hour-a-day guy. He secured the dollar value I was looking for and then some, and he is still staying on for a few months to ensure a smooth transition. I have a ton of trust in him. When a project is in Paul's hands, you never have to worry about it getting done.