Ivy CFO
Meet Some of Our Clients
Collaborative Efforts
We’re fortunate to work with some of the best clients around, and would love for you to become a partner. From ideation to execution, we have vast experience throughout. Check out our client list below and get in touch with questions.
Lynniam Farms
Career-Long Partner
We partnered with Lynniam Farms, a Family Office and Private Equity Firm, to provide them with outsourced CFO services for their portfolio companies. Through this partnership, we were able to successfully help them close numerous acquisitions and provide the CFO support they needed to actively manage their acquisitions and organize their finance departments. We did everything from scratch!
Pete + Lucy
A Fresh Start
This E-Commerce Retail Company was in the process of selling their business to an Outside Investor and hired our Company to help them navigate the M&A process and ensure their financial operations and books were in proper order to impress the Potential Buyers.
Superhuman
Starting Small
This quickly growing Meditation App Company hired us to navigate a capital raising project where they were approaching Venture Capital Investors. We organized the entire project and built them a detailed financial model and pitch deck that helped them seal the deal!
Attollo Offshore
Positioning To Win
This Large Marine Asset Management Company retained us to help them manage their finance department, reorganize their account operations and set up a special-purpose investment vehicle for making investments in offshore marine assets.
USARad
Securing a Brighter Future
We were hired by this Healthcare Company to provide full-solution outsourced bookkeeping and accounting services. We also advised the Company on ways to position the business for future growth and profitability.
Ignatious Investment Bank
A Highly Complex Engagement
This Start-Up Investment Banking Firm retained us to help them create their Finance Department, recruit employees, set up their corporate structure and provide their monthly accounting and bookkeeping functions.
Apronto Dental
Business As Usual
We were retained by this Dental Practice to provide outsourced CFO capabilities and maintain their books and records, while reorganizing their finance practice to streamline their success.
Stratus Financial
Early Stage Growth Engagement
We helped this Aviation Lending Business set up their Company and create their Finance Department and oversee all of the monthly bookkeeping processes and maintained their financial records.