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TriPoint Advisors

TriPoint Advisors is a leading financial consulting firm specializing in Fractional CFO and Business Advisory services. We provide non-profit, small and mid-sized companies with the business expertise needed to achieve financial growth and success. TriPoint Advisors has extensive experience working with a broad range of businesses across multiple industries.

Reach out to see how we can help your business achieve its goals!

Core Services

TriPoint Advisors offers a customizable set of financial solutions to bring your firm to the next level!  Our experts work with companies of all different types and sizes.

Business Advisory Services

Business Advisory

  • TriPoint Business Advisors are here to help with your company's most complex challenges.

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  • TriPoint has the expertise required to assist your company in obtaining financing, completing mergers and acquisitions, designing and implementing financial systems, advising your Board of Directors, and more.

Fractional CFO Services

Fractional CFO

  • TriPoint Fractional Chief Financial Officers provide expert financial management at a fraction of the cost of hiring a full-time CFO.

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  • This service enables small to mid-sized companies to access the expertise of an experienced financial executive while minimizing overhead costs.

Ratings Advisory Services

Rating Advisory

Services

  • Is your company trying to get credit issuer ratings to issue debt or sell new financial products?

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  • Do you not have the expertise in-house to work with the Rating Agencies?

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  • TriPoint Advisors has extensive experience in working with all of the Rating Agencies and can help your company get rated and/or upgraded!

TriPoint Advisors

Differentiators

Extensive Experience

TriPoint Advisors has extensive financial expertise with seasoned staff who have had diverse finance careers working in a range of company structures and across various stages of the business growth lifecycle. In addition to permanent staff, TriPoint Advisors has accumulated a network of experts who can be leveraged to help with your company's most complex needs.

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Think Like an Owner

TriPoint Advisors is a boutique consulting firm with the mission to assist company owners in achieving their goals through a hands-on, personalized approach. TriPoint Advisors thinks like an owner and will only recommend services when they are necessary for the long-term wellbeing of the company. TriPoint will train company staff to be able to take on the financial tasks required for the company to be successful long-term. Professional relationships can last decades, and TriPoint Advisors has a vested interest in the success of your business.

Results

TriPoint Advisors is staffed with seasoned employees who have extensive experience at multiple firms. Our business professionals will apply their expertise and work with your firm to create personalized business objectives, monitor how the firm is performing against these objectives, and actively adjust your business plan to achieve success. We take great pride in seeing our clients' businesses thrive as they meet and exceed their goals.

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Testimonials

"Jeremy possesses an extraordinary ability to manage complex financial operations with precision and strategic foresight"

Are you ready to bring your company to the next level?

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