Testimonials

Tom West

CEO Springbox, Chairman of Mobile 1st

"Rich and the Coffey Advisory team were a big part in helping us to complete our acquisition of nFusion in record time. This was a complex transaction with many stakeholders and Rich did a great job of helping us stay on track. I believe that this acquisition will be a win for both companies involved."

John Ellett

CEO of nFusion: Contributor at Forbes CMO Network

"Rich jumped in quickly to take over all aspects of our firm's financial management, including AP, Billing/AR and General Ledger. His insight into the agency business has been extremely valuable. He has also been a great resource in evaluating new business opportunities. Working with Rich is a pleasure."

Sam Monreal

VP of Sales at rokrbox and Owner / Head Coach at Sam Monreal Coaching

"Rich was instrumental in preparing financials for multiple presentations to investors for a new technology startup. His help was essential in putting together our financial models and he completed the work on a short timeline. I would highly recommend him and will definitely use his services again."

Shari Wynne Ressler

Founder and President of SKU

"Rich provided a holistic analysis of our firm and provided guidance on how we could reduce expenses and maximize or revenue dollars. Implementing these strategies should increase our profitability 10%-20% annually. Rich's laid back and easy going personality made him a pleasure to work with.​"

Awards

Rich Coffey

Founder

rich.coffey@coffeyadvisorygroup.com
Tel 813-732-0436
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