Tags >> Testimonials
Dec 04
2009

Testimonial - The Service Source, Inc.

Posted by: John O. Lychos Jr. in Testimonials

"John has been terrific to work with.  John's knowledge and experience has been very valuable.  Moreover, John has been very fair with us from a billable hour point of view.  I would love to be used as a reference."
Lou Meeks, Pessident & CEO, The Service Source, Inc.

Dec 04
2009

Testimonial - Alampi & Associates, LLC

Posted by: John O. Lychos Jr. in Testimonials

"John fills a critical need for many mid-market companies who have never had a true CFO. His years of real-world experience combined with his executive presence and leadership skills have made him a valued resource to many companies. I am happy to strongly recommend John to our clients who need true strategic CFO help."
Jim Alampi, Managing Director and Owner, Alampi & Associates, LLC

Dec 02
2009

Testimonial: Northstar Senior Living

Posted by: Rod Granger in Testimonials

.....Rod was always easy to work with and his contributions were consistently creative and helpful. He is an accomplished accounting professional who can provide guidance and insight in complex situations. I highly recommend Rod Granger. Brian Uhlir, CFO/Founder, Northstar Senior Living

Nov 22
2009

Testimonial - STG Industrial Maintenance

Posted by: Dennis Niven in Testimonials

Dennis Niven has been my part-time CFO for over a year. Not only has he organized and structured my business for fiscal stability and success, he has assisted me in sustaining the business and growing it substantially. I had lost my bank loan without notice and could not get my new military contracts funded by traditional lending institutions as they have quickly turn away from lending to entrepreneurial companies. Dennis worked with me to locate and solidify an alternative funding solution that would not have been available had I not been with B2B CFO®. Most others would have given up but Dennis hung in there and made it happen. I can truly state that without Dennis’ assistance and expertise, my company would not have survived let along been able to grow. I owe ALL of my current business health to Dennis and his acumen and creativity in his approach to business management and consulting. 
  
Dr. Tamica Goree
STG Industrial Maintenance

Nov 11
2009

Testimonial - Brenda Horne, CEO - Community Health Charities of Georgia

Posted by: George H Bergmark in Testimonials

While I have not worked with George in his professional capacity as a client, we know one another through Buckhead Business Association. We worked together on a committee to plan the 2009 "A Taste of Buckhead Business EXPO". He provided great input to the committee, is a clear and concise thinker, and is professional in every aspect. These are characteristics of a solid business person and leader. August 10, 2009

Brenda Horne (CEO at Community Health Charities of Georgia)

Nov 11
2009

Testimonial- Alex Glass and Glazing

Posted by: Kevin Cattoor in Testimonials

 "Kevin has helped us develop a vision for our company.  We've adopted key strategies and reset our lending relationships to facilitate future growth of our company." 

Ron Sahli
President and Owner
Alex Glass and Glazing, Inc.

Nov 11
2009

Testimonial- Design Tree Engineering

Posted by: Kevin Cattoor in Testimonials

"Kevin has helped establish a new business plan that will support our ongoing aggressive growth.  He's helped us understand the revenue potential of our company and establish key strategies to maximize that potential.  With Kevin's assistance, we have established a new banking relationship that will provide the necessary funding to facilitate our growth.  He is experienced and knowledgeable and truly cares about our company."

Dan Folsom
Vice President
Design Tree Engineering Incorporated

Nov 11
2009

Testimonials

Posted by: Thomas Coffey in Testimonials

"Having Tom Coffey come into my office and help me is like me having a CFO from a very large successful company stop in to help. Tom goes right to the big picture. His comments and advice are high level from his years of experience. Because of Tom, I finally have financial reports that I understand. The rest of my office is thrilled with the clarity of both the reports we now get and Tom’s comments that make so much sense to everyone. An analogy that comes to mind is that of driving down the road at night. It is now like I finally turned on my headlights and I can see the road in front of me. Also, (he) helps post road signs that both give me warnings of where I am headed and identifies opportunities that I may take. I wish I had done this years ago. I highly recommend Tom."

    Michael Nolen, President, Michael Anthony Homes http://membrane.com/allrealestate/mah/index.php

 

"We located Tom through B2B CFO® and brought him in to assist our business as interim CFO when we started. Tom provided us with experienced guidance and added value during the period he worked with us. Having the benefit of Tom’s expertise on an "as needed" basis was invaluable to our fledgling company. Tom’s rates are reasonable and well worth the services he provides. We still reach out to Tom when we have sophisticated transactional/financial questions and I highly recommend Tom to anyone who has need of a high degree of financial/business sophistication and expertise but is not yet ready or able to commit to employing a full-time CFO."

Erik Gabell, COO & Principal, Paradigm Realty Alliance, LLC http://paradigmcompanies.com

 

"Francis Cauffman has engaged Mr. Coffey as a part-time CFO. Mr. Coffey has provided strategic advice and has aligned our finances with our strategic goals. He has helped us reshape our Business Office and manage our cash flow. Mr. Coffey has helped us institutionalize processes to optimize profitability, cash flow and financial accountability. He works with us in our relationships with our bank and our accounting firms. Mr. Coffey has provided invaluable services, tailored to our needs and resources."

Stephen J Hegeman, Managing Principal, Francis Cauffman www.franciscauffman.com

 

“Tom stepped in and made a huge impact on a deal that was in more trouble than our client realized. Tom became a trusted advisor and insider to steer our client to collecting $xxx million on the sale of their business. The next time I called, Tom parachuted a guy into another deal that got back on track because of Tom understanding of the nuances of a business that is more art than science. I'm sure that we will be working on more situations leading to the most important deals in our entrepreneur client business lives."

Patrick Hurley, Managing Director, MidMarket Capital Advisors, LLC
www.mmadvisors.com

 

“As a growing 170 person architecture, planning and interior design firm, our growth had outstripped our financial planning tools and capability.  Tom Coffey has been a great help in sorting through and re-creating our financial reporting systems.  He has a terrific ability to communicate critical financial metrics.  He has refocused our management group on key business processes, particularly relative to project management, billing and collections.  He has assisted our comptroller in strengthening the key skill sets in our business office.  He has also been extremely helpful in reviewing and identifying issues in our ownership transition plan.  I would recommend Tom to any business doesn't have high-level in-house financial planning expertise.”

 Neil P. Hoffmann, President, Francis Cauffman www.franciscauffman.com

 

“Tom Coffey is one of the strongest business executives I have worked with.  He not only applies his considerable financial expertise to the issues, but provides valuable operational insights as well.  I have worked with him through the reengineering of legacy financial systems and processes to provide both better financial data and useful operating metrics. actions to enhance both revenue and profitability of a professional services business and the transaction process to package a business for potential investors.  In all cases, Tom's insights and contributions have been exceptional.”

Christine Pingelli, Vice President – HR, Verispan, LLC


“In connection with the sale of a client to a large NYSE company, Tom was key - he took the company through a detailed planning exercise, guided it through its first audit and managed its financial due diligence/interaction with the acquiror.”

Frank Baird, Managing Director, MidMarket Capital Advisors, LLC
www.mmadvisors.com

“Tom was a critical part of the deal team in helping with the sale of a dental imaging company. Tom served as CFO for the company, assisted with deal structuring and review of documents and was part of the due diligence and negotiating team. The deal would not have gotten done without Tom's assistance.”

Neil K. Haimm, Partner, Drinker Biddle & Reath, LLP
www.drinkerbiddle.com

 

“Tom is a first class CPA - he has a depth of accounting knowledge that I have not found in any other accountant. The practical side of his accounting knowledge is fantastic. I feel this is because of his vast experience, and thus he has greater wisdom than other accountants, therefore he is able to give his clients a better practical picture of their business.”

Alan Keim, Shareholder, Imaging Science International, Inc.
www.imagingsciences.com

 

“During our interaction with Tom over last several years, he has always been dependable, comprehensive, timely and accurate in any task he has handled. His positive attitude and constructive mannerism have been an absolute pleasure to work with. “

Arun Singh, Shareholder, Imaging Science International, Inc.
www.imagingsciences.com

 

“Tom was great to work with both professionally and personally.  We were a small company with a variety of needs.  Tom's experience was a tremendous asset to us not only in the financial area where he demonstrated reliability and great competence but Tom, through his industry contacts and personal relationships in other areas helped us to fill our gaps in related areas such as legal and company valuation functions.”

Bill Brydges, President/Owner, Biokinetics, Inc.
www.biokinc.com

 

“Initially we brought Tom on as a CFO advisor/ consultant, working with and mentoring our controller and helping us to establish our financial reporting systems.  When we decided to sell the business, Tom became a valuable resource, consultant and sounding board, since he had been involved in a number of mergers and acquisitions over his career.


Tom is a top notch financial professional and M&A advisor.  He is a high integrity person and is easy to work with. If and when I get involved in future business opportunities, Tom will one of the first people I will reach out to.”

Anthony Contino, Vice President Business Development/Owner, Biokinetics, Inc.
www.biokinc.com

 

“Tom provided valuable assistance to my client as t grew from an early stage startup with disorganized records into a venture-backed company.   Tom's skill and experience provided financial leadership and strategic advice yet Tom was always willing to make certain that the details were properly and thoroughly addressed.  Tom is both a man of integrity and a pleasure to work with."

                                                          Kate Shay, Partner, Duane Morris LLP
                                                           www.duanemorris.com
 

Nov 03
2009

Testimomials - Oberson Oil Co. and Walsh & Sons

Posted by: Rod Granger in Testimonials


...[Rod] developed a comprehensive plan of action to better monitor costs, substantially reduce expenses, and restructure our balance sheet to improve equity.. during this process he was able to communicate with me all issues he identified, what we should do, and why..
We feel as a result of Rods's relationship with our company we have been able to accomplish a dramatic improvement in our business, our profitability, and our business relationships.. I enthusiasticlly recommend him.. I am positive you will find him a valuable asset.. Mark Oberson, Pres., Oberson Oil Co.

Mr. Granger's contributions were highly beneficial to the company during a period of major growth ( more than 30% annually) and development of new [financial system] programs. His ongoing communications with the bank enabled us to establish a solid relationship with the bank. I found Rod to be a trustworthy contributor to our company and recommend him to any organization. Bill Walsh Sr.,  Pres., Walsh & Sons.

Nov 02
2009

Northfield Trucking Company, Inc.

Posted by: Michael Campian in Testimonials

Michael has been a trusted advisor for Northfield Trucking for over two years now.  He has assisted in putting together a system to make our jobs more profitable, put procedures in place to get accurate & timely financial statements as well as facilitated in building a new banking relationship to help grow my company.  
  I appreciate having an outside view of my business at a cost I can afford.  I would recommend Michael to any business looking for an advisor to help grow their company.  The B2B CFO business model works great!

Leigh Ann Vallimont
Northfield Trucking

 

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