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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.
Aspire General Insurance is a California-based insurance provider that specializes in private passenger auto insurance. Founded in 2012, the company operates in Arizona, California, and Michigan, offering services in both English and Spanish. Aspire has an AM Best rating of B++ (Good) with a Stable outlook, indicating its financial stability. The company focuses on liability and physical damage coverage for private passenger vehicles. It provides 24/7 claims reporting and in-house processing, along with online and mobile tools for policy management, payments, and document access. Aspire offers flexible payment options, including low down payments and installment plans. Their customer support features bilingual call centers and automated solutions for policy updates and claims tracking, ensuring a responsive service experience.
Manufacturing and sale of industrial precision balls, rollers, cages and sheet metal parts used for bearing and other applications. Manufacturing and sale of ball screws, and large scale blowers.
Located in Nashville, TN, Paladin capital is a premier leader in business acquisition, and ownership transfer, via Employee Stock Ownership Plans (ESOP). Paladins mission is to provide employee ownership and retirement benefits to to the employees of the sellers company while providing private business owners a meaningful exit strategy that preserves their business legacy.