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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
The Faulkner Organization is a family-owned automotive dealership group based in Pennsylvania, founded in 1932. With a legacy of over nine decades, it operates 31 dealerships across Central and Southeastern Pennsylvania, representing 22 vehicle brands. The company specializes in the sale and service of new and pre-owned vehicles. Their offerings include automotive sales, maintenance and repair services, financing and insurance assistance, genuine parts supply, and body shop repair services. The Faulkner Organization is committed to customer satisfaction, employee development, and maintaining high ethical standards in all business dealings.
Southern Bancorp is a certified Community Development Financial Institution (CDFI) and B-Corp based in Arkadelphia, Arkansas. Established in 1986, it aims to strengthen underserved communities through financial services and development programs. The organization has grown significantly, now managing assets between $2.6 and $2.8 billion and serving around 65,000 customers in Arkansas and Mississippi. Southern Bancorp operates through three main entities: Southern Bancorp Bank, which provides traditional banking services; Southern Bancorp Community Partners, a nonprofit focused on financial education and support; and Southern Bancorp Incorporated, a holding company for strategic growth. The organization offers a range of services, including checking and savings accounts, loans, financial literacy workshops, and grants for community projects. With 56 locations and a commitment to equitable access, Southern Bancorp emphasizes long-term community impact, particularly in economically distressed areas.
First Pacific Bank is a growing community bank catering to individuals, professionals, and small-to-medium sized businesses throughout Southern California. With a history that spans 17 years, the bank offers a personalized approach, access to decision makers, a broad range of solutions, and a commitment to delivering an exceptional customer experience. First Pacific Bank operates locations in Los Angeles County, Orange County, San Diego County, and the Inland Empire. For more information, visit firstpacbank.com or call 562.947.1920.