Describe your practice in 100 words or less: MSM Advisors provides the freedom a CEO needs to run their company without being restricted by daily financial tasks. Our goal in providing the virtual CFO services is simple: See the Vision, Assist with developing a Strategy, Provide Solutions and help build Momentum to turn the Vision into reality. We have sat in the big chair. We have all been in private industry in the controller and CFO roles.
What is the driving philosophy behind your firm? Teaching our clients how to look through the windshield instead of the rearview mirror.
What is the single most important key to your success? To be constantly ahead of the curve in providing value in services and technology.
Looking back, what is one thing you would have done differently? Making sure we had the right staff on the bus and the right people in the right seats. Being a firm of the future requires a team that can see the vision and accept it as their own while keeping pace with constant new ideas and technology.