Maximus Partners, LLC

Maximus Partners is pleased to announce that Lorenzo Vizza has joined the team! Lorenzo has 25 years of experience in Accounting in Finance, working with publicly-traded and privately-owned companies in various sectors, including Healthcare services, Professional services, Pharmaceuticals and Manufacturing. He has worked in a variety of capacities including technical accounting, transactional accounting, process improvements and CFO roles. He is process driven with a keen eye on process improvement and staff development. We are excited to have you part of the team, Lorenzo! Welcome! www.maximuspartnersllc.com #maximuspartners #welcometotheteam

Some more great news to throw your way, as we are pleased to announce Heather Johnston has joined us as the Director of Business Development! With over 20 years of success in client consulting, relationship building, and driving revenue growth, Heather excels in creating innovative solutions that propel businesses forward. Her experience spans various business disciplines, including sales, marketing, and operations, allowing her to cultivate strong client and partner relationships across a spectrum of industries and company sizes. Heather's expertise will be instrumental in growing our CFO Advisory and Executive Search services. We look forward to the positive impact she will make. Please join us in welcoming Heather to the Maximus Partners family! www.maximuspartnersllc.com #MaximusPartners #BusinessDevelopment #CFOAdvisory

We are thrilled to welcome Paul Grycewicz as our Intern Associate for the summer. Paul is a rising senior at Wake Forest University, majoring in Communications with minors in Entrepreneurship and Marketing Communications. His dedication to balancing a demanding academic workload with his commitment to the Wake Forest Baseball Program is truly commendable. Paul brings a wealth of experience from his previous internships in business development and recruiting. This summer, he is eager to apply and expand his skill set with us. We are confident that Paul’s fresh perspective and enthusiasm will be invaluable to our team. Join us in welcoming Paul and wishing him a productive summer! www.maximuspartnersllc.com #maximuspartners #internship

We're #hiring for a Financial Planning and Analysis Manager in Conshohocken, PA. Click below to apply today or share this post with your network!

𝐀 𝐟𝐫𝐢𝐞𝐧𝐝 𝐣𝐮𝐬𝐭 𝐜𝐚𝐥𝐥𝐞𝐝 𝐦𝐞, 𝐭𝐡𝐞 𝐥𝐢𝐟𝐞 𝐜𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐨𝐟𝐟𝐞𝐫 𝐡𝐞 𝐫𝐞𝐜𝐞𝐢𝐯𝐞𝐝 𝐭𝐨 𝐛𝐮𝐲 𝐡𝐢𝐬 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐣𝐮𝐬𝐭 𝐟𝐞𝐥𝐥 𝐚𝐩𝐚𝐫𝐭…. 𝐈 𝐟𝐞𝐥𝐭 𝐚𝐰𝐟𝐮𝐥 𝐟𝐨𝐫 𝐡𝐢𝐦, 𝐈 𝐜𝐨𝐮𝐥𝐝 𝐟𝐞𝐞𝐥 𝐡𝐢𝐬 𝐩𝐚𝐢𝐧. 𝐁𝐮𝐭 𝐡𝐨𝐧𝐞𝐬𝐭𝐥𝐲, 𝐰𝐚𝐬 𝐈 𝐬𝐮𝐫𝐩𝐫𝐢𝐬𝐞𝐝? 𝐍𝐨… This is one of the worst feelings an owner/founder or executive team can experience. It’s gut wrenching, it’s exhausting, and it’s frustrating. But it happens all the time. If you receive an unsolicited offer to buy your company, the stat I have heard tossed around is 50% of the time it won’t close. Now that’s a hard stat to pinpoint but talk to M&A Attorneys and Investment Bankers and they believe it’s actually worse than that in a non-competitive situation. Personally, I think if you peel this this apart and bifurcate those that are prepared for a sale and those that aren’t, those with mature finance organizations and those that can barely close the books, those with leaders who have been through a painful sale process and those who think it’s easy… then the ends of the spectrum are much more dramatic. I’d bet we are talking more like an 80% vs 20% close rate. 𝐖𝐡𝐲 𝐝𝐨 𝐈 𝐭𝐡𝐢𝐧𝐤 𝐭𝐡𝐚𝐭? Because our team of CFOs know from experience that you can significantly increase your likelihood of closing by being overprepared and having the capabilities to move through due diligence quickly. To be overprepared, your financials must be bulletproof, your forecast must be grounded in reality, and your contracts/agreements in perfect order. This is easily achievable by planning ahead and hiring an Advisor well in advance of going to market. Being prepared doesn’t happen overnight, it is a long methodical and strategically planned process and with the right Advisor you should expect to maximize the value of your firm and your chances of getting a deal done! 𝐓𝐡𝐚𝐭’𝐬 𝐰𝐡𝐞𝐫𝐞 𝐌𝐚𝐱𝐢𝐦𝐮𝐬 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬 𝐜𝐨𝐦𝐞𝐬 𝐢𝐧.  We have a productized approach to building out your finance function so you can successfully make it through a transaction AND maximize the value of your firm. Our CFOs have deep experience navigating the pitfalls and challenges you will face. 𝐃𝐨𝐧’𝐭 𝐠𝐨 𝐚𝐭 𝐢𝐭 𝐚𝐥𝐨𝐧𝐞, 𝐜𝐚𝐥𝐥 𝐢𝐧 𝐭𝐡𝐞 𝐩𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬! If you haven’t already, please follow us Maximus Partners, LLC to stay up to date on the latest developments. Rich #CFOadvisory #CFO #CFOoutsourcing #InterimCFO #FractionalCFO

At Maximus Partners, LLC we believe in the value of networking and continuous education. In that vein, we continue to partner with like minded companies that can add value to our CFO community by hosting CFO only networking events. One such company is Tensure.   We would like to thank Justin B., CEO of Tensure, for traveling in and presenting on how companies can leverage AI securely and confidently. Justin was fantastic and broke down how CFOs can lower operational costs and increase revenue by understanding AI’s true value. Thank you to Chris Haffey and Frank Quealy for hosting us at the Conshohocken Brewing Co. in King of Prussia, PA! And a special thanks to all of the CFOs that were able to attend.    Reach out to anyone on our team if you’d like to learn more about our CFO only networking events.   Rich Carroll John Rapchinski Jaimi Law Mike Linacre Christine (Chrissy) Helmig, CPA   #CFO #CFOnetworking #VPFinance #Finance #Leadership #CFOadvisory

We're #hiring for a Director of Accounting in Philadelphia, PA. Click below to apply today or share this post with your network! #maximuspartners #wearehiring #accounting

We're #hiring for an Accounting Clerk in Mt. Laurel, New Jersey. Click below to apply today or share this post with your network! #maximuspartners #wearehiring

The Maximus team continues to grow! We couldn't be happier to have Sean Hand onboard and along for the ride! #maximuspartners #growth