Partner,
Network Doctor
“Jay and the Embarc team were recommended to my business partner, Paul, and I when we had already started our M&A journey. We had been working with another investment bank, but they didn’t seem to understand our space, and they were wanting a piece of the deal. In meeting Jay, I realized quickly that he is confident, knowledgeable, honest, and most often the brightest finance professional at the table—so we knew we wanted him sitting at our side of the table.
Almost immediately we felt like he was part of our team; he helped us feel prepared at all times, and he could articulately respond to any and all questions and requests. We were beyond satisfied with the work and the results that Embarc got for us—Jay truly is the Jerry Maguire of investment banking.”
CEO,
Kept.pro
“Embarc Advisors is the go-to firm for most fractional CFO work—especially Finance and M&A work. I am a big fan of their Finance-as-a-Service model, and the fact that they are doing this work on an hourly basis is amazing.
For companies that need finance bandwidth or finance related advice, or for those that are considering
a transaction or need more robust FP&A, Embarc is the most competent and trusted resource
available.”
Founder & CEO,
MAXPRO Fitness
“I initially chose to work with Embarc Advisors because of the way Jay articulated how a smaller start up like MAXPRO Fitness could benefit from the expertise of consultants who had worked with some of the larger advisory firms and had executed on significant deals–and it made sense to me.
The biggest benefit I experienced from working with Embarc Advisors was having a sounding board and advisor; whether it was related to financing, capital raise, legal introductions, or corporate structure, I had someone I could call for trusted advice and counsel. With that said, the Embarc team also helped MAXPRO Fitness with other specific projects, including the preparation of investor decks, as well as the creation of a highly complex and professional financial model.
The team at Embarc Advisors has been very professional, friendly, and down to earth. They have shown my company respect and continued attention, and I have found them to be unwaveringly trustworthy.”
CEO,
Empaxis
“I initially chose to work with Embarc Advisors because of the way Jay articulated how a smaller start up like MAXPRO Fitness could benefit from the expertise of consultants who had worked with some of the larger advisory firms and had executed on significant deals–and it made sense to me.
The biggest benefit I experienced from working with Embarc Advisors was having a sounding board and advisor; whether it was related to financing, capital raise, legal introductions, or corporate structure, I had someone I could call for trusted advice and counsel. With that said, the Embarc team also helped MAXPRO Fitness with other specific projects, including the preparation of investor decks, as well as the creation of a highly complex and professional financial model.
The team at Embarc Advisors has been very professional, friendly, and down to earth. They have shown my company respect and continued attention, and I have found them to be unwaveringly trustworthy.”
Book a call with Embarc Advisors to learn more about how we can help you achieve your goals.
