| Name | Title | Contact Details |
|---|
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.
Ethos is a life insurance company founded in 2016 by Peter Colis and Lingke Wang. The company focuses on making life insurance more affordable and accessible by using technology to simplify the application process. Ethos operates as a licensed insurance agency, partnering with third-party carriers like Legal & General America, TruStage, and Ameritas. Ethos offers an online application process that provides instant quotes, allowing customers to apply for life insurance quickly. The company utilizes a proprietary underwriting engine to assess health and eligibility, ensuring suitable coverage options. Ethos also supports a network of independent insurance agents, facilitating both direct-to-consumer and agent-assisted sales. The primary product offered is term life insurance, tailored to meet individual needs. With significant funding from investors such as Sequoia, Accel, Google Ventures, Goldman Sachs, and Softbank, Ethos has established itself as a major player in the U.S. life insurance market, aiming to protect millions of families.
POLYWOOD is a leader in the outdoor furniture industry, known for creating products from recycled plastic materials. Founded in 1990 and headquartered in Syracuse, Indiana, the company was the first to introduce outdoor furniture made from recycled plastics. POLYWOOD has expanded its operations with a second production and shipping facility in North Carolina. The companys mission emphasizes sustainability, focusing on both the production process and the materials used. POLYWOODs products, including the iconic Adirondack chair available in over 60 styles, are designed for durability and low maintenance. They are resistant to splintering, cracking, and rotting, and the company offers a 20-year lumber warranty. POLYWOOD also maintains a zero-waste mindset, recycling 99% of its waste stream. With over 1,550 employees, POLYWOOD operates a large manufacturing campus in Indiana. The company continues to innovate and expand its product lines, reinforcing its position as a pioneer in the outdoor furniture sector.
UnisLink is a healthcare technology company dedicated to helping healthcare providers optimize their business and focus on quality patient care. They offer a single platform that combines premium data analytics capabilities, state-of-the-art technology...