Get your personalized growth plan

We'll identify businesses actively evaluating financial solutions - those experiencing rapid growth, managing new cash flow, or consolidating vendors - and build a strategy to reach CFOs and finance teams ready to engage.

"In the first couple of months, we've gotten about fifty leads. The biggest surprise we had is that at the start of the second week, we actually signed a client. And it's a good client, and we're deeply engaged with them now."

Peter Cowen

Managing Partner at Sutton Capital Partners

"I believe we've closed at least four deals so far to date. The pipeline remains very strong. And my hope and my anticipation would be for the next year for us to hopefully maybe close somewhere between 6 to 8."

Ron Lieberman

President at Winston Dunn