Steven Fisher brings over 30 years of leadership, consulting, and executive management skills to his clients. He has helped them to focus on structured growth, cash flow optimization and maximizing shareholder value. Through his practice, Steve provides services which include a focus on mergers, acquisitions and carve outs. In addition, Steve also offers financial analysis and
modeling, risk management, business exit strategy, streamlining financial and procedural policies,
operational procedures development, and creating monitoring and accountability systems.

Prior to consulting, Steve served as the CFO of a national financial services firm. Through several
strategic acquisitions and a focus on internal growth, Steve helped grow the firm from start up to
$90 million in annual revenues. The firm developed from having a small regional footprint to
eventually becoming a successful nationwide enterprise supporting dozens of offices and hundreds
of advisors. In 2014 the firm was successfully sold. Steve worked extensively on the exit by
leading the pre-acquisition due diligence process and implementing the post acquisition integration, reporting and procedural changes required by the new ownership.

Steve has worked as a management consultant helping clients throughout North America in such diverse industries as transportation, manufacturing, and commercial services. It’s this experience
and his C-Suite background that cemented his ability to identify root causes of problems and
provide tailored, professional solutions to his clients.

Steve has an extensive background in financial and service industries, franchise business models,
business integration and managing explosive growth. Steve holds a bachelor of science in Industrial Engineering and Operations Research and brings an engineering mindset to the CFO role.