Alexandra Chrisman’s areas of expertise include marketing strategy, annual planning, budgeting & forecasting, customer segmentation & persona development, lifetime value (LTV) models, content marketing, PR, and digital marketing. Growth Marketing Partner is a marketing consultancy focused on assisting start-up to early-to-mid-stage companies poised…

Kris Jensen solves business challenges by leveraging people, process, technology, innovation, and a ton of grit to bring them all together. Jensen Technology Group is a professional services firm providing interim and fractional CIO/CDO/CTO roles to midsized and private equity-backed portfolio companies needing digital transformations to scale oper…

Pia Thompson provides ongoing legal advice and support and help your company manage its legal risks and obligations over time. She enables companies whose legal needs have grown beyond law firm services, to secure a dedicated, sophisticated, best-in-class General Counsel, without the overhead of adding another full-time executive to the team. Ideal…

Jon Foley is a seasoned sales executive with over 16 years of leadership experience. He has specialized in high growth organizations, both building and leading large teams. As an experienced and successful sales executive with a deep understanding of scaling a sales organization, Jon brings a unique balance of sales expertise and proven revenue gen…

Lisa Baker-Lorincz works for an HR and Technology Firm providing solutions for businesses around the areas of Human Resources, Payroll/Technology, Benefits, Safety, and compliance. AccessPoint is the leader in providing high-level employment-related services for organizations across industries with over 30 years of expertise. Ideal Clients: Closely…

Erik Delgadillo, Director of Growth at SecLex, is responsible for the direction, coordination and development of growth. At SecLex, they specialize in NexGen Cybersecurity, innovative and world-leading cutting-edge AI Cyber solutions. Ideal Clients: Highly Regulated B2B Companies (Department of Defense Contractors, Manufacturing, Technology) Websit…

Crystal Young is an experienced and results-driven leader providing custom solutions to clients leveraging expertise in operating model design, pricing strategy, business process re-engineering, organizational structure, and change management. She serves small and mid-size business owners in all aspects of the business lifestyle - from startup, to …

AURA provides fractional controller services that enhance the accuracy of your financials beyond basic bookkeeping. With AURA, you can feel comfortable that your month-end accounting will be sound, clean, and accurate. AURA is a team of specialists that build your rock-solid financial foundation. Ideal Clients: Professional Services Businesses, $2M…

Anthony Nitsos elevates your SaaS company financial strategy to meet challenges and drive company value. He ensures you have a solid understanding of the true economics of your business to maximize valuation. SaaS Gurus elevates financial strategy to overcome challenges and drive company value for pre-seed to Series B SaaS companies. Ideal Clients:…

Thomas Dean’s passion for results-driven transformation led to the creation of Relentless Value, based upon an unwavering commitment to optimizing financial outcomes through the inputs of analytics, strategic planning, and innovative implementation. At Relentless Value, the mission is simple yet powerful: to Protect, Grow, and Realize the full pote…

Valerie Cobb genuinely loves helping Small to Medium sized businesses heal their sales growth trajectory pains. A typical phrase she utilizes is, “has your sales flatlined?” Followed by, “do you know why?” Very outcomes driven leading the charge and coaching to performance, Valerie is an authority in fixing ineffective Go-to-Market strategies, stal…

Andrew Greber is a licensed Certified Public Accountant (CPA) in California and New Jersey, with over 15 years of combined experience in public, corporate, and tax accounting. Greber Tax Advisors The Leader in Tax Problem Resolution™, provides clients with customized solutions for their tax audit representation, tax collection matters, and delinque…

Jonathan Seitz is the co-founder and president of Bellwether Training-Crestcom, and a Partner, Crestcom Southern California. Crestcom’s leadership and management skill development program creates advantages for leadership teams committed to a process of team performance and productivity improvements that can be sustained year after year. Ideal Clie…

Heather Picken consults with business leaders, entrepreneurs, and financial professionals to develop and articulate their vision, refine communication, and equip them with essential tools for disciplined execution. She utilizes deliberate analog methods to increase productivity, promote mindfulness, and ensure alignment with their vision. Ideal Cli…

Raquel Castillo specializes in empowering small to midsize businesses running on EOS to reach new heights. As an experienced Chief Operating Officer and Fractional Integrator, Raquel brings a wealth of expertise to help business owners break free from day-to-day operations, allowing them to focus on growth and long-term strategy. Ideal Clients: SMB…

Melanie Asher specializes in delivering brand clarity, marketing strategy, and operational efficiency to prepare founders to scale their business through revenue-driven leadership. Omicle's Fractional CMO is the flagship offering, known for its ability to adapt to real-world challenges and deliver targeted results aligned with your scaling goals. I…

For 9+ years Maggie Schrock has partnered with startups, scaleups, and small businesses on the development and advancement of their business and people strategies and initiatives. Loam Culture combines people, processes, and technology to design intentional and high-purpose environments that drive growth, optimize operations, and activate team memb…

Sean McLean is a Fractional (Virtual) CIO focusing heavily on consulting with companies on the Digital Transformation journey. He has two decades of experience in technology strategic consulting, mostly in the small & mid markets. He supplements corporate leadership teams for a fraction of the price of a full-time IT Director or CIO. Passionate abo…

Growth Wise Consulting is Powered by Sales Xceleration, bringing decades of sales leadership experience to help you run and grow your sales organization so that you can focus on running the company. Susie Cashion manages your entire sales function on an outsourced, fractional or interim basis (onsite, remote or hybrid), develop and enhance processe…

Lisa Fortenbaugh has worked in the world of Human Resources for twenty-five years. After two decades managing Human Resources for small to large organizations, both public and private, she realized there was a large gap that small businesses were facing. Platinum HR Consulting Group provides custom Human Resource solutions to help our clients attra…

With 25 years as an HR Executive and change agent leading companies through transformations, Lisa Henderson partners with people leaders and organizations to increase engagement and effectiveness that drives results. Empowering People Leaders is a boutique Human Capital Firm partnering with organizations and executives to align people and strategie…

Mickey Gubman brings more than 30 years of experience and an extensive record of accomplishments as a Managing Director and General Manager. His mission is to coach business leaders in building an environment of teamwork, passion and success. That combination is a winning formula that compels people to excel, challenge the conventional paradigms, e…

As CEO, Tedd oversees the business and monitors accounting and financial industry trends. He consults with their employees to add experience, perspective and insight to their daily work. Since 2001, The A Team Consulting has provided its clients with expert accounting and financial services, at a level appropriate to their needs and budget. Ideal C…

As an experienced sales leader and individual contributor for over 30 years with public and pre-IPO/start-up companies, ⁠Chris Ferrato⁠ brings valuable experience to any business seeking to establish and refine a successful sales process. Ideal Clients - SMB Companies (Manufacturing, Professional Services, SaaS) Website | LinkedIn | Contact…

⁠With more than 20 years of experience in multinational HR leadership roles for global technology companies, Shelly Morales understands the complexities of the programs & processes that are the fundamentals of the People function — driving continuous improvements and the achievement of company goals. Ideal Clients: BioTech and SaaS Companies (US Ba…

⁠⁠Sales Velocity Advisors⁠, which helps companies improve revenue performance and increase valuation. With a distinguished three-decade career at FedEx, Rich has garnered extensive expertise in sales, refining his skills through dynamic leadership roles. Ideal Clients: $10-50M Companies (Manufacturing, Professionals Services) Website | LinkedIn | C…

⁠Marcia Riner⁠ has solidified her reputation as a trusted advisor in the realms of business growth, with an emphasis on future exit potential. Marcia is a seasoned business growth strategist, expert exit planner, and certified financial planner with over 25 years of invaluable experience. Ideal Clients:

CRAFT provides consulting, interim and fractional marketing, and leadership services with a focus on the strategic and analytical side of marketing, taking a holistic approach to drive business growth. Ideal Clients: $5-100M Companies (Manufacturing & SaaS) Website | LinkedIn | Contact

Brandon Gardner started Sembrar to solve the problem of business leaders jumping into product ideas with too much human capital investment too early, and distracting their team with low priority projects. Sembrar maximizes your return on investment by providing you a skilled Product Manager for only the time and duration that you need them. Ideal C…

Santon General Counsel is a boutique law firm that provides business, transactional, and outside general counsel services to startups, small businesses, entrepreneurs and nonprofits throughout California. SGC partners with clients from the outset to manage legal risk from a business-oriented perspective on an ongoing basis. Ideal Clients - Small Bu…

Carla Taylor⁠, CEO + Chief Purpose Office of ⁠Bring Your Brilliance⁠, brings out the BEST in people & helps teams form strong connections. Carla has over 15 years of Career Happiness, Leadership Development, Retreat Design, & Executive Coaching experience. Ideal Clients - Progressive Businesses & Organizations (500+ Employees, US Based) Website | L…

David Donnelly brings talent optimization to life in organizations by aligning people strategy to business strategy. Gecko Hospitality is one of North America's largest Hospitality recruiting firms with offices nationwide. Website | LinkedIn | Contact This interview is sponsored by Essential Trust Financial…

Rob Talbot⁠ works with CEOs and business owners to unlock the potential of their business. ⁠Chief Outsiders⁠ helps growth and mid-sized companies ($5M - $100M+) grow by providing fractional or part-time highly experienced marketing executives. Ideal Clients - $5-100M Companies (SaaS, Real Estate, Construction) Website | LinkedIn | Contact…

Brandon Hawkins⁠ assists his clients to achieve success with a real-world, professional, "can-do" based approach. ⁠CFO Hub⁠ provides outsourced CFO, Controller, and accounting services for growing enterprises to augment and streamline their operations. Ideal Clients - Well-Funded Startups (SaaS, FinTech, BioTech, Government Contracts) Website | Lin…

Brandon Elliott discusses how Credit Counsel Elite is here to bridge the gap between your dream, lifestyle, and current or next investments through understanding credit and wealth generating strategies so that you can focus on what matters most! Website | LinkedIn | Contact

Cathy Nesbitt, Laughter Yoga Enthusiast, shares how laughter is the best medicine and how corporations can utilize this daily exercise to allow for their employees to connect on a deeper level. LinkedIn | Email

Jorge Mora is an experienced bilingual sales professional with over 20 years of progressive excellence growing business and professional relationships. KTimeHR provides employers of all sizes with full-service HR, time and attendance tracking, and payroll services in one unified workforce-management platform. Ideal Clients - Small to Midsize Busine…

Michael Ashley serves as a content creator, ghostwriter, and story consultant for companies on how to best convey their messaging. A former Disney screenwriter and professional speaker, Michael is the author of over twenty-five books on numerous subjects, including four bestsellers. Website | LinkedIn | Contact…

Gary Johnson founded J2 Marketing Consultants to show attorneys how to change their lives by building their book of business with ideal clients. His passion to help others drives him to creatively find new ways to customize marketing strategies that are based on the client’s strengths. Ideal Clients - High Ticket Business Professionals (Attorneys, …

Max Daubner is here to simplify the often-overwhelming mortgage process and make home-buying an exciting, enjoyable experience again. With his specialty in renovation and construction lending, he gives his clients a unique advantage by helping them turn any fixer-upper into their dream home! NMLS 2227476 | DRE 02205970 Ideal Clients - First Time Ho…

Emily Vitogiannis is a licensed esthetician in Orange County, California. Skin Palace OC focuses on hair removal, microneedling, and permanent makeup. Her primary objective is creating an inviting environment and making you feel your best.

BretzMedia helps attorneys and law firms increase their leads and website traffic through SEO utilizing AI, amazing content, our proprietary backlink strategy, and voice search. SPECIALTIES: Local Search Engine Optimization (SEO), Link Building (specifically for attorneys), Content Creation, Voice Search, Keyword Research and Content Strategy, Mark…

Katie Jaime is President of Magnolia West Insurance Solutions, Inc. which solely focuses on Group, Medicare, and Personal Health Insurance. She excels at helping small to midsize businesses manage and administrate their group employee benefits. Ideal Clients: Professionals Services Businesses (25-100 Employees) Website | LinkedIn | Contact…

Essential Trust Financial Insurance Solutions is a holistic financial planning firm that provides financial planning for a variety of industries, professions, and individuals. We believe TRUST is essential to forming a meaningful and impactful partnership for success. Through clear communication and financial education we build the foundation to a …

With over 20 years of entrepreneurial experience, Ben is a business growth expert who helps entrepreneurs run better businesses, be more profitable, and live better lives. As an EOS Implementer at EOS Worldwide, Ben applies the proven principles and tools of the Entrepreneurial Operating System (EOS) to help his clients clarify, simplify, and achie…

Samantha Dalby founded ⁠Essential Trust Financial⁠ as a company aligned with her personal goals of serving her community with not only trust and integrity but with the knowledge required to provide distinguished financial services. As a Certified Financial Fiduciary, she is held to the highest standard of acting in good faith, care, and loyalty to …