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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

What to expect from your CFO in the first 90 days

September 29, 2023 - Amy Roman -
I had the unique opportunity in my career to work with businesses in different industries and of different sizes and ownership levels as a full-time CFO. Each business had different
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Cost containment: An important health care benefits objective for businesses

September 28, 2023 - Jessica osso -
As the Fed continues to do battle with inflation, and with fears of a recession not quite going away, companies have been keeping a close eye on the costs of
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