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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

Bob Hart Joins CEFO Advisors as a Client Controller

CEFO advisors is excited to welcome Robert (Bob) Hart to the team as a Client Controller. Bob joins us with 40 years of financial/operational experience across several industries. Since 2002
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CEFO Advisors Welcomes Carly Dring as a Staff Accountant

CEFO advisors is excited to welcome Carly Dring to the team as a Staff Accountant. Carly joins us with internships in tax and auditing under belt and has spent the
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