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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.

Langdon & Company LLP has had the opportunity and pleasure of working with Alex Duhon on several mutual not-for-profit clients. Alex is diligent, hard-working and conscientious about her work product and about her commitment to the client. She always has the client’s best interest in mind. We have enjoyed getting to know Alex and always look forward to working with her.

I’ve had the fortune of working with Andrew at three different life science companies, all at different stages of growth, including during multiple complex equity and debt financings.  Andrew brings an ability to assess where an organization is currently situated, both financially and operationally, and the perspective of where the organization needs to improve in order to scale for growth.  He has demonstrated a solid ability to build strong teams while also being willing to roll-up his sleeves to get the work out.  I have greatly appreciated his knack for addressing potential challenges early and with well-researched solutions.  He has also demonstrated a high-level of stress tolerance and imparts a sense of calm to those around him.

I have great appreciation, admiration, and gratitude for the excellent work that my RM Partner, Todd Ackman did for our company as our fractional CFO. We had some changes in Q3 and therefore had some complex financial operations that needed to be handled. Todd calmly prioritized critical tasks and through this succeeded in ensuring that there were zero interruptions to our business despite having no prior knowledge of our finances or operations and despite the fact that these had never been rigorously documented. Throughout his time working with us, Todd has been calm, professional, and above all, exceedingly competent. I was very quickly able to trust him to handle complex and business-critical matters during this period for our company.

I will want to hire Steve as my CFO in every company I ever lead! I value his deep financial and business expertise which includes working with startups like ours. I leaned on him for his experience in complex funding and legal transactions. He was an integral part of our recent successful transaction with Truist. His focus on the details, process discipline and getting things done right were so needed in our company when we started.

These last 2.5 years have been a roller coaster of exciting highs and scary lows. Steve was always the voice of calm and reason. His team and his peers like and respect him. He guided us through those troubling times with an unwavering commitment and work ethic. We could not have done it without him!

John Griffin possesses a strong business acumen and a calm demeanor.  Beginning with my initial interaction with John, he possessed an impressive resume and exuded confidence quickly leading us to hire him.  He was instrumental in building our accounting function from the ground up while the company was in full operations. He became an integral member of our executive leadership team during a high growth period and provided exceptional support through our recent sale of the company. During the 5+ years he has supported our company, he has proven to be exceptionally valuable and exceeded our expectations.

Kathy Morris has worked with HexaTech for the past 13 years as a fractional CFO.  Even though she worked part time over the years, she has always been a critical member of our management team, and a key contributor to HexaTech’s success. Kathy is dependable, responsive, extremely knowledgeable in all facets of accounting and finance, and most of all has been a pleasure to work with. When we were acquired by Stanley Electric in 2020, Kathy was our point person for all of the due diligence that was required.  I can honestly say that without Kathy, this acquisition probably would not have happened.  When we were asked by Stanley to hire a full time Accounting Manager, Kathy led the search, identified a great candidate which we hired, and then trained that individual to ensure a seamless transition.  I would strongly recommend Kathy to any company looking for a part time CFO.  Thank you to Rankin McKenzie for supporting HexaTech from its inception through its acquisition. Your support for the past 16 years has been critical to our success!

While operating a company experiencing significant growth the past 2 years, we recognized the need for financial expertise to confirm and assist with our daily decisions. Rankin McKenzie has a fantastic reputation, and we felt lucky to have this resource available here in the Triangle market. Through our vetting process it became obvious that RM was a good fit. We appreciated the selection process used to determine which person would be assigned to our account and could not be happier having our Rankin McKenzie Partner as our fractional CFO. Our Partner adapted to our company culture quickly and is doing a great job managing and mentoring our staff. In the past few months, our Partner has provided us with solid insight as well as created financial tools and resources to help us make better business decisions. For any small business that is transitioning to a mid-size structure, I would highly recommend RM.

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.

Kim is a tremendous asset to Disruptive Process Solutions.  She’s allowed myself and the rest of our team to stay focused on what we do best – technical solutions for food and beverage manufacturing.  Since working with Kim, she’s helped define and tune our accounting system setup to ensure we have visibility into our company’s financial strengths and weaknesses so we can find ways to improve our bottom line.  Part of this effort was helping us establish proper client on-boarding and workflows to ensure we’re properly leveraging our software.  From a legal perspective, she assisted in connecting and implementing with legal and benefit improvements.  She’s assisted us and provided great foresight into the benefits of different corporate structures and state filings.  She also assisted us with implementing benefits for our company by finding a benefit provider as well as selecting the right coverage for our company.