FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
Summit Insights
Dec, 24

2024 Sherpa Awards

SHARE

Each year we meet at our annual All-Hands meeting to learn, share best practices, celebrate our accomplishments, and recognize exemplary associates. Here are the recipients of our 2023 Sherpa Awards, recognizing Fractional CFOs who helped their clients navigate a successful climb up their mountain - and a successful exit!

"Our ultimate success with a client is the pinnacle event where our CFO is right there beside the business owner, and the business owner gets to realize the goal or the dream that they've had to successfully exit their business."

-Brad Martyn, Founder

 

Congratulations to our 2024 Recipients:

  • Scott Davis, CFO, Cincinnati Metro
  • Ken Heintz, CFO, Columbus Metro
  • Bob Miller, Area President, Coshocton
  • Jim Rowlands, CFO, Northeast Ohio
  • Curt Wible, CFO, Indianapolis Metro