Celeste Business Advisors LLP

BACKGROUND

Please describe your company and position.

I am the CEO of CMOx

Describe what your company does in a single sentence.

We are the leading Fractional Chief marketing Officer education, coaching and placement company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Celeste Business Advisors to accomplish?

• Develop financial flight plan to a major milestone
• Support ongoing financial analysis activities

SOLUTION

How did you find Celeste Business Advisors?

Online Search

Why did you select Celeste Business Advisors over others?

• Great culture fit
• Company values aligned

What was the size of Celeste Business Advisors’s team?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I hired Celeste to help me build a financial flight plan to a major revenue milestone. They supported by creating a series of supporting documents, normalizing our EBIDTA through reporting, and developing the flight plan. Quarter over quarter, I have looked to Celeste to support us in identifying sales quotas to be on track for our flight plan.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Delivery of financial flight plan
• EBIDTA and profitability metrics

What was your primary form of communication with Celeste Business Advisors?

• Virtual Meeting
• Email or Messaging App

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All items were delivered on time, more comprehensively than I had requested. They developed documents that I didn't know I needed and have supported me in making important business decisions.

What did you find most impressive or unique about this company?

Divyesh is a deeply caring and kind person. He's patient, very intelligent, and has a warm, welcoming attitude that my entire team loves. He's also really good at delivering the outcome, even when I don't fully know what I am asking for!

Are there any areas for improvement or something Celeste Business Advisors could have done differently?

Not at this time.