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Steve has headed our finance department for a better part of 5 years, guiding our company through our friends and family round, and then playing an instrumental role in our venture backed Series A financing and initial audit process. The structure that Steve created in our financial reporting made these events seamless. We look forward to our continued relationship with Steve as he guides us through our future growth to Series B and beyond. He’s also a fantastic team player and a pleasure to be around and work with. I would recommend him with the highest possible support, but I don’t want to share him!

What drew us to Rankin and McKenzie was the ability to onboard talent like Phil Sandy in a fractional model. As a small business owner, it is always challenging to time and deploy capital effectively for new hires, particularly those in overhead positions. The fractional model allowed us to interview and select a CFO well-versed in our industry, challenges, and financial model and ultimately swing way above our weight class.

When we chose Phil, we knew he would step in and drive improvements and process changes in our back office and finance department. What we didn’t expect was his ability to drive transformational changes across the entire business, even when outside the natural purview of a CFO. His impact has been immense and we know there is still untapped potential in the relationship that we intend to explore in the coming years.

Rich has been a critical part of our success at Susteon.  His integrity, work ethic and attention to detail are exemplary. Not only has he effectively managed the government accounting for multiple DOE and commercial projects, but he has also been a true CFO to guide us with cash flow, future investments and getting us through the Covid-19 downturn.  He has been a great mentor and advisor to me.  He is a pleasure to work with.

Our Rankin McKenzie Partner has been a rock during this global pandemic. Whether it was building multiple versions of budgets or finding us a banking partner to acquire a PPP loan and low-interest loans, he always stayed focused and managed his task load. His insights and budgeting led us through the hardest six months of our nine year history. Our Partner and the entire team at Rankin McKenzie have an incredible company filled with dedicated professionals.

We turned to Rankin McKenzie as we needed some financial help, primarily with setting up budget templates.  Having Andrew Graham join MyCovia as our part-time CFO was an easy decision.  We appreciated how professional Andrew is as he’s very responsive and stays on track with tasks.  As a result, the work he’s done will allow our business leaders and finance team to better monitor trends and budget to actuals going forward.  Overall, Andrew is great to work with and super easy going.

Martin played a pivotal role in Phononic’s recent transformation. As a member of the executive team, he led improvements in financial reporting, cost management, and operational efficiency, supporting our transition in business model from one-time hardware sales to integrated cooling solutions with recurring revenue for AI datacenters. His strategic insight and financial leadership directly contributed to our company’s strengthened financial health, cash management, and profitability.

Steve Carnevale has been an exceptional CFO for Reveal Mobile, demonstrating remarkable expertise and dedication. He successfully completed our financial audit and implemented numerous accounting processes and procedures, significantly enhancing our financial management. Steve’s efforts led to the creation of a robust financial reporting package and a comprehensive multi-year financial forecast. Moreover, he streamlined financial information for the board, ensuring clarity and efficiency in our reporting. His contributions have been invaluable, and he has greatly strengthened our financial operations.

We are incredibly grateful for the partnership we’ve had with Rankin McKenzie. Their expertise and support have been invaluable to us throughout our collaboration. In particular, working with Todd has been an absolute pleasure. Over the past few months, his contributions, especially during the due diligence and transition period, have been essential to our success. His professionalism, knowledge, and unwavering dedication made him an indispensable asset to our team. We can’t recommend him and Rankin McKenzie highly enough!

We were extremely satisfied with Kim and her work. She settled in quickly and accomplished a great deal. The added bonus was that she quickly assimilated into our team and everyone enjoyed her presence. We were very pleased with the arrangement and will call your firm again should the need arise.

Hire what you aren’t proficient in! We were thrilled to have CFO Richard McGivney join our United Drug Supply Inc. team!