Professionals Who Deliver

Lorette Farris, Co-Founder & CEO Securities regulations and online tools has created a disrupted financial services market. I bring my Wall Street Investment Banking background into that disruption by helping to customize back office platforms for investors and investor groups to increase efficiencies of sourcing good deal flow, while effectively managing their time.

Cory Wilburn, Co-Founder & CTO Today’s technology and online venues create a tremendous opportunity to create platforms that streamline the process needed to attract, assess and monitor deal flow effectively. I provide the glue that helps put them all together on a case basis for entrepreneurs, angels and investor groups.

Sylvia Henderson, Vice President & Programs Director - Investors seek to cut the time they spend viewing and listening to pitches in search of deal flow. I draw on decades of corporate & non-profit leadership, training & facilitation, professional speaking, entrepreneurial business development, and executive coaching experiences to prepare individuals and teams to make effective virtual pitch presentations.

Lola Thompson, Vice President Real Estate Division - a national real estate investment trainer, successful writer, published author and motivational speaker. Lola has over 25 years to support her expertise in real estate and continuous entrepreneurship. She has mentored and been a consultant to thousands in the areas of real estate investing, real estate investment strategies, and personal development. Her success and power lies in guiding both the new and seasoned real estate investor by creating innovative and profitable REI partnerships and opportunities.

Glenn Garnes - I retired from the practice of law in 2004 to focus on helping local business owners market themselves more effectively to consumers who are local to them. I've always had a deep interest in technology and that translated nicely into having a vision for how powerful the Internet and mobile devices would become as communications resources for local business owners.

Pierre Walters, Brand Support & Marketing - Crafting the creative journey, always on the lookout for new ideas and fresh perspectives to build great brands – social media setup and management, email marketing, blog post prep and comments, newsletters, preparing slide show presentations, press release marketing, writing and syndicating featured articles, YouTube marketing and press kits.

Hakim Dyer, Chief Financial Officer - Provides fractional CFO services and creatively supports startups and venture stage entrepreneurs in growth oriented ventures. Specializes in working social enterprises to draw out their integration of social cause and sustainable profits.

Collective Know How

Investment Banking

  • Market Making
  • IPO
  • Private Placement
  • Advisory Services

Private Equity

  • Business Plan Prep
  • Private Placement Prep
  • Investor Outreach
  • Advisory Services

Mergers & Acquisitions

  • Buy Side
  • Sell Side

Business Brokerage

  • Sell Side


  • Business Risk Mitigation Products
  • Business Owners Disability


  • Hardware
  • Software
  • Management
  • Help Desk
  • Training


  • Corporate Litigation
  • Business Structuring
  • Business Advisory


  • Entrepreneurs
  • Management
  • Board Members

Marketing & Promo

  • Brand Management
  • Social Media
  • Public Relations


  • Interim CFO
  • Financial Training

Business Owners / Leaders

  • Small Business
  • Fortune 500 Executive
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