Meet Our Leadership
Chris McDonald
Chris is a highly experienced financial executive with over a decade of CFO/C-Suite leadership for companies with revenues surpassing $100M. He has a proven track record of securing over $100M in financing through multi-round venture capital and secured lenders. Chris provides comprehensive advisory services focused on Strategic Finance and Valuation, Financial Reporting and Operational Accounting, and Restructuring and Optimized Labor Structure Support. Chris ensures detailed financial oversight through proforma builds, cash flow projections and operational KPI dashboards with milestone tracking.
A passionate advocate for optimizing corporate cash performance, Chris earned a Bachelors of Science in Accounting from Mount Saint Mary College. He achieves success by collaborating with operational financial leadership to develop effective strategies. Outside of his professional life, Chris values family time in New York's Catskill Mountains, where he enjoys hiking, playing pickleball, and golfing. He is also dedicated to his community, having volunteered as a youth soccer coach and served as a board member.
Ian Smith
Ian embarked on his career in public accounting and tax, gaining extensive experience across diverse industries and client sizes, from companies in less than million to over hundred-million dollar revenue companies. His background includes working in multi-state and international accounting environments, with a focus on MSO structured medical companies, including telehealth, clinical research, and Medicaid pediatric dental, vision, and orthodontic. He has contributed to privately held, venture capital, and private equity-owned firms, and was part of multiple organizations that have secured Schedule A, Schedule C and third-party debt.
Ian, a CPA and summa cum laude graduate of the University of Missouri with a Master of Accountancy, is passionate about helping small practices establish themselves and larger clients achieve growth through optimizing best-in-class accounting procedures. Beyond his professional endeavors, he has volunteered his time overseas in the Himalayas and enjoys spending time with his family in the Rocky Mountains, engaging in activities such as hiking, cross-country skiing, and mountain biking.