News & Views

from CFO Alliance

Say Hello to Jake Halusic, Vice President of Sales

Jake Halusic

Vice President of Sales

We’re growing. Again! Meet our new VP of Sales.

 

This year, we’re committed to a vision of being nationally known financial leaders. Already, we’ve expanded our market presence, introduced our new Accounting as a Service line and continue to add team leaders. Most recently, we welcomed Jake Halusic as Vice President of Sales, a new position dedicated to developing the sales strategy, leading the sales team, expanding business lines, and finding new ways to generate revenue to support our growth goals and vision.

 

Jake has an impressive track record of enhancing processes and driving sales that increase a company’s value. Before joining CFO Alliance, he spent six years at TriBridge, where he generated nearly $30M in booked revenue for the firm, increasing its value from $80M to $160M, which it sold for in July 2017.

 

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Meet Sergio Franco, our newest team member

Sergio Franco

Engagement Director

We have another big announcement from CFO Alliance HQ!

 

Recently, we welcomed Sergio Franco to the team as Engagement Director, to lead the charge with many of our clients’ growing needs. Sergio’s expertise includes a unique combination of finance, operations, controllership, startups, FP&A and business transformation. Throughout his 21-year career, Sergio has managed and streamlined numerous integrations stemming from M&A activity among a variety of multi-national corporations. In the 12 years he spent at General Electric, Sergio earned the Six-Sigma Master Black Belt designation, completed multiple high-impact Six-Sigma projects, while training and certifying several Black and Green belt team members.

 

Sergio credits his success to his ability to adapt to almost any environment or culture. He is bilingual, speaking English and Spanish. He chose a career in finance and accounting because “it is an international language, versatile and transferable.”

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Join us Friday, May 18 for “The M&A Process: It’s not a straight path.”

Every year, USF hosts its Accounting Circle Conference, drawing hundreds of financial and accounting professionals from the Tampa Bay business community to its campus. This two-day event is always jam-packed with endless networking opportunities and engaging speakers, and this year, we’re proud to be among them!

JOIN US AS WE TAKE AN IN-DEPTH LOOK AT M&A

Presentation: The M&A Process: It’s not a straight path
Speakers: Brooke Evans & Kurt Blass, CFO Alliance
Showtime: Friday, May 18, 12:40-1:30 pm
M&A Speaker’s Panel to follow: 1:30 – 2:20 pm
Location: USF Marshall Student Center | 4103 USF Cedar Circle, Tampa, FL 33620

WHAT YOU’LL LEARN

In this one-hour presentation, we’ll discuss current M&A trends, as well as the deal process and ways to successfully reach the finish line.  Highlights include:

  • Factors impacting the M&A market today, including tax reform and interest rates
  • Recently completed transactions, including a look at significant Florida deals
  • Tips for navigating the curves and avoiding pitfalls along the M&A path
  • A crash course in Accounting for Business Combinations: Navigating the Guidance
  • Panel Discussion: The M&A Process; Brought to you by the experts, Nicole Jackson of Refresco and Ken Bowles of Wilson HCG

 

More information about the USF Accounting Circle Conference is available in their brochure. To learn more about the Accounting Circle, visit their website at http://www.usf.edu/business/departments/accountancy/accounting-circle.aspx.

 

Thanks for making all our wishes come true!

Brooke Evans

Dear friends, colleagues and clients,

I feel incredibly fortunate that I am able to write this letter today.  Ten years ago, I took what I call a “left turn” in my career.  I gave up a secure corporate job to follow my dream of building a company of my own. My entrepreneurial spirit – which had been burning as a slow flicker for quite some time – turned into a flame.

I started CFO Alliance with my husband’s laptop, a ton of aspiration and a heart full of nervous hope.  At the time,   I had a toddler and a newborn. It was exhilarating.  It was scary.  And many days it felt totally crazy.

Remarkably, my vision began to take shape! But by no means was it easy or quick.  The first three years were slow and scrappy.   Really slow and REALLY scrappy.   We were on the brink of the Great Recession so timing wasn’t the best. Yet while financial growth in those years was a struggle, building a valuable, solid network of business relationships proved to be easy.  In our great city of Tampa, it seemed everyone was eager to give their support. Something that continues to hold true today.  Over the past 10 years, there has been a community of connectors, supporters, mentors and believers (many of you!) who have been part of our heartbeat and contributed to our success greatly.

Today, we’re an integral component of Tampa’s thriving entrepreneurial and financial ecosystem.  Our city is in the midst of a monumental shift forward, and I’m grateful we are a part of it.

With a single connection in 2011, growth really began to take off. Today, we’ve been honored to serve 175 clients. We’ve led more than $440 million in M&A deals. We’ve been recognized by Inc.5000 as one of the country’s fastest-growing companies and earned the #11 spot in the inaugural Seminole 100.  Moreover, our team is being called on to share their unique talents beyond Tampa’s borders, currently serving clients in six states.  And while Tampa will always be home and the community that made us, we’re poised for our own monumental shift forward, with national expansion of our practice.

All of this success has been possible because of you. And for that, I want to say thank you…for your partnership, your friendship, for your business and for every referral or connection you’ve made for us. Thank you for the opportunity to serve you and for your trust.

The last 10 years have been quite a transformative journey! It’s taught us many lessons, shaped our core values and helped us clearly define our company’s mission: helping people prosper. While prosperity comes in many forms, for me, it’s having the freedom to do what I love, every day: helping companies and people reach their full potential. So I thank you again, for this wonderful gift you have given me and the CFO Alliance team.

To our future!

Brooke Evans
Founder and CEO
CFO Alliance, Inc.

Meet the Five Sherpas at Tampa’s Innovation Summit | March 28 at 3 PM

Introducing the Five Sherpas!

 

On March 28 at 3 pm, the Five Sherpas will make their speaking debut at the Synapse 2018 Innovation Summit in Tampa at the Amalie Arena. Formed this year, the Five Sherpas are five of Tampa Bay’s most dynamic business growth experts, collaborating to deliver growth strategies for all aspects of a business – legal, finance, valuation, fundraising, and marketing.

 

WHO ARE THE FIVE SHERPAS?

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