Rinaldi Advisory Services and ECS Partner on CEO Financial Benchmarking Service



Rinaldi Advisory Services and ECS Financial Services have partnered on the immediate rollout of a new financial tool for CEOs and principals of equipment leasing and finance companies. The service will provide CEOs and principals with regularly updated integral data analysis tools developed by programmers at Liventus. These financial tools will integrate data from a company’s historical financial statements, application data and staffing metrics into proprietary models, updated and delivered each month electronically in spreadsheet, chart and graph formats, along with PowerPoint slides. Combining this financial data with monthly virtual meetings, Rinaldi Advisory Services and ECS will help identify areas of strength and weakness and provide recommendations for improving processes and financial performance and, ultimately, scaling up.

“This is a tool I wish I had available to me when running my past companies,” Bob Rinaldi, president of Rinaldi Advisory Services, said. “It will be indispensable to CEOs and principals in developing strategies for continuous improvements, identifying unproductive costs and focusing on growth.”

“This tool provides the best of both worlds. Combining Bob’s first-hand industry knowledge with ECS’ extensive management experience and financial expertise is a win-win proposition,” Nancy Geary, a shareholder at ECS Financial Services, said. “It’s a unique opportunity to draw upon valuable industry expertise to turn your management team into a powerful board of directors.”

Tobey Wilson, a shareholder at ECS Financial Services, spearheaded the development of this new tool on behalf of ECS and Rinaldi Advisory Services.

“It is exciting to see so much energy dedicated to an affordable resource for brokers and lessors, whose CEOs’ and principals’ efforts are so dedicated to running the day-to-day operations that they can’t always find time for big picture thinking,” Wilson said. “This combination of data analytics and monthly consultations can really help them with long-term planning and the development and implementation of process improvements.”

Rinaldi Advisory Services provides consulting services to independent lessors, financial institutions and industry service providers.

ECS Financial Services is a CPA firm dedicated to providing specialized services to the equipment leasing industry.

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