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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

Amy Roman Joins Wellspring Board

On January 26, 2023, Wellspring announced the addition of six new members to its Board of Directors, including Amy Roman, Cynthia Minuti, Ryan Shaw, Jessica Niles, Deann Devitt, and Julia
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Sailing and Business: What it takes to stay afloat

In the mid 1980s at Urbach Kahn & Werlin (now UHY), Eli Werlin used sailing and boat metaphors to describe business and the importance of having employees who support business
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