Skip to content

How To Attract the Right Investor at The Right Time

CEFO Advisors Founder, Amy Roman sat down with Palette Founder and Purveyor of Fun, Catherine Hover along with Palette Partner and Investor, Steve Gonick for an amazing conversation on attracting the right investor at the right time! We chatted about the role CEFO Advisors plays when identifying the right investor and building a relationship with them, as well as what you need to consider when moving forward with an investor partnership. Listen in and schedule an introductory call with Amy here: https://calendly.com/aroman-6/30min?month=2020-11

Navigating Tough Decisions:  When Letting Go may be the Only Option

As the founder of CEFO Advisors and over 25 years of experience in financial management, my career has spanned roles from controller to CFO and then to CEO, giving me
Read More

Mastering the Fluid Landscape of Financial Hiring: Insights from CEFO Advisors

In the ever-shifting world of finance, staying ahead of the curve isn’t just a goal – it’s a necessity. At CEFO Advisors, we’ve turned this challenge into our forte. Every
Read More

We speak ‘Entrepreneur.’

Are you ready to speak with us?

Please call (518) 693-7446 to schedule your free consultation. Or share your challenge, ideas and questions here and we’ll reach out to you.

By filling in the from, you agree to our Privacy Policy, including cookie use.