An accomplished and practical trusted Business Advisor and Chief Financial Officer (CFO), Josh Weisfeld, CPA, has extensive experience in overseeing all aspects of a company’s financial functions including accounting, business and tax planning, corporate finance and investor relations. As CFO, Josh oversaw the sale of a company to a private equity firm for over $40 million and coordinated all critical aspects of the deal to ensure a mutually beneficial outcome.

Josh has a unique ability to serve as a point person for business partner dealings, fostering trust and effectively removing friction and enhancing communication with partners and family members which improves results and morale for all parties. His high emotional intelligence combined with his business savviness and experience, fosters a sense of control, comfort, and confidence for his select clients so that their personal and professional short and long-term goals are aligned.