Firm Financial Partners is the team of specialists you seek for professional confidentiality and unparalleled precision. We provide fractional CFO services and craft strategic executive incentive compensation plans for single family and multi-family offices and private equity firms.
For more than 20 years, the Firm Financial team has helped privately-held companies establish greater wealth. Occasionally, transactions we work on are publicly disclosed. For example, our team was involved in many financial aspects, including executive compensation, of the sale of a mature company for $274 million in 2014; as well as a $67 billion initial public offering in 2021.
Plan to protect owners and incentivize executives.
At Firm Financial Partners, we design programs and work with your attorneys to draft plan documents that ensure Owners’ and Executives’ incentives are aligned. We know this detailed work inside and out. The Firm Financial team has crafted multiple successful plans, managed millions of dollars in investments, and has decades of experience to handle the many nuances associated with:
Count on high standards.
Firm Financial Partners provides high-level finance leadership, financial due diligence, and accounting. We help individuals and companies make informed decisions about business performance evaluation, strategies for safeguarding assets, partnerships, and tax compliance. This includes:
Cash flow management
Forecasts, budgeting, modeling
Managing relationships with lenders
Maximize cash flow and protect assets.
Firm Financial assists with complex financial needs for high net worth individuals through personalized, confidential services. From ensuring the corporate veil is maintained between affiliated entities, to essential bookkeeping, to maximizing cash flow and professionally safeguarding assets, Firm Financial is experienced in full cycle financial services:
Clients entrust us with their reputation; we take that very seriously.
Establish high standards and
Professionally and diligently
Honor clients’ privacy.
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For 28 years, John has been a part of a team that created value for various businesses owned by the Collier family of Collier County, Florida. For the past six years, he has also provided fractional CFO services to a variety of clients ranging from financial planning to healthcare to real estate development. In addition, John leads the executive incentive design and administration practice at Firm Financial Partners.
Collier manages a broad range of enterprises engaged in private equity investments, real estate investment and development, and agriculture. As Chief Financial Officer of Collier Investments, John worked with owners, other executive leadership team members, and outside dealmakers to strategically manage privately-held companies, and assess new investment alternatives. His focus included portfolio companies in agribusiness and technology. John was a part of the team that successfully exited Rivian Automotive in 2022, Consolidated Citrus in 2001, and Orange-Co in 2014 for $274 million. The team has created more than $500 million of value.
Working on all aspects of start-ups and medium sized businesses, John has learned how to enhance businesses’ professionalism while building on the essential entrepreneurial spirit. He began his career with Ernst and Young while earning a Bachelor of Science in Accounting from Lipscomb University.
John has served as a board member of the following:
— Carnegie Learning, Inc. (sold in 2011 for $75 million)
— Smarthinking, Inc. (sold in 2011 for an undisclosed amount)
— Providence Christian Academy
— Bridgeway Christian Academy
— Eden Christian Academy
— The Immokalee Foundation.
Director of Finance
Prior to joining FFP, Daniel began his professional finance and accounting career with a leading global public accounting firm, primarily focused on the technology, business professional services, and consumer and industrial products industries. During that time, he focused on transaction advisory and financial due diligence projects, specializing on buy-side and sell-side services and completed more than 30 transactions of middle-market companies.
Daniel attended Florida State University, where he earned a Bachelor of Science in Accounting and a Bachelor of Science in Finance before earning his Master of Science in Accountancy from The University of Notre Dame. He is an actively licensed Certified Public Accountant.
Jason brings over 10 years’ experience to FFP specializing in financial accounting advisory, accounting management and operations. He comes from a wholesale distribution background but has extensive experience in manufacturing, real estate, SaaS and investment companies. He has helped companies mitigate tax risk, implement software for automation, and developed operational policies and procedures for company efficiency.
Jason attended Northeastern University, where he earned his Bachelor of Science in Finance and Accounting Management. He is actively pursing his Master’s in Accounting at the University of North Carolina, Chapel Hill.
Kyle brings to FFP over five years of financial consulting experience with Baker Tilly US, LLP where he specialized in municipal advisory services. Kyle assisted public school districts and libraries with cash flow analyses, bond financings, tax rate management, capital plans, and other financial needs.
Kyle attended Indiana University and graduated from the Kelley School of Business with a Bachelor of Science in Business, specializing in business economics and public policy analysis.
Kelly started her career at Deloitte & Touche, and while there became a CPA. She managed audit engagements for a variety of companies in various industries, including communications. She went to work for one of her clients, a multi-media company, to focus on Business Development. She was responsible for identifying and assessing corporate level investment opportunities for all their business units.
After a sabbatical to focus on her family and volunteer in her community, Kelly returned to work at a fraud protection and guaranteed payments company in their financial planning and analysis group where she was responsible for budgeting, forecasting, and financial reporting as well as many ad hoc projects. She later moved to account management to lead their channel partnerships and manage one of the company’s largest revenue accounts. Kelly also managed the deployment of 4,000 nurses at a rapid response healthcare staffing firm during the COVID pandemic.
Kelly earned her Bachelor of Science in Administration: Accounting from Miami University.
Sherri is an accountant who managed several part-time accounting and bookkeeping positions for 25 years while she spent time at home as her four daughters grew up. Sherri’s most recent experience was with a group of nonprofits, with annual revenue totaling more than $120 million. As the accounting manager of several companies for eight years, she handled the monthly bookkeeping (including receivables, payables, and reconciling all cash and investment accounts), the financial statements, and the annual financial statement and other audits. She oversaw payroll, insurance, and had additional human resources responsibilities. She was very involved in cash management, with a focus on maximizing earnings.
Sherri graduated with a Bachelor of Science in Accounting from Lipscomb University.
PJ is a financial consultant specializing in accounting, systems implementation and management, and process improvements. She has 18 years of accounting experience working in a wide range of industries, including service providers, merchandising businesses, and manufacturing companies. PJ works with business owners, shareholders, auditors, and other third-party service providers to establish cohesive processes to produce meaningful financial reporting.
PJ has spent the last six years as an independent consultant primarily working in private equity and medical related industries. Previously, she was the controller for a pharmaceutical Science Branding Agency, a private company, and Masco Builder Cabinet Group, a publicly traded company.
Mary brings to our clients more than 30 years of administrative experience. She is responsible for managing the full document processing life cycle – from processing the mail, to managing document imaging, routing, and tracking – for FFP and our clients. Not only is Mary the glue that holds Firm Financial Partners together, she also assists with internal compliance initiatives for our clients, such as acting as an Accounts Payable gatekeeper and an HR liaison.
Mary holds a Bachelor of Fine Arts in Music from Northern Illinois University, as well as an Associates of Arts in Music and Mass Communications from Waubonsee Community College.
Jana has more than nine years of financial experience in various industries including purchasing, restaurant, software, and pharmaceutical branding. Her expertise includes accounts payable, accounts receivable, cash management, budgets for projects/special events, and job costing. She has managed contracts, business licenses, and property taxes, and is experienced in human resources functions including processing payroll. She is proficient in MAS 90, Sage, QuickBooks, and other accounting software.
Jana graduated with a Bachelor of Business Administration in Business Management from Georgia State University.
Holly is a Human Resource professional with 25 years of experience. Her experience spans various industries including agribusiness, healthcare, hospitality, manufacturing, and real estate. She has broad experience in HR functions including benefits, compensation & payroll, compliance, employee relations, HRIS software, PEO, recruiting, and training. She has a passion for bringing both employers and employees together in an environment that is productive and successful.
Holly attended the University of Central Florida and received a Bachelor’s degree in Management with a concentration in Human Resources and Florida Gulf Coast University earning a Master of Business Administration with a concentration in Finance. She is a member of the Society of Human Resource Management (SHRM) and holds a Society of Human Resource Management Senior Certified Professional (SHRM-SCP) certification.