Vessel Advisors

BACKGROUND

Introduce your business and what you do there.

I’m the VP of Lockton Companies, a privately owned insurance brokerage and risk management firm. We provide tailored solutions to clients worldwide through our network of over 13,100 associates in more than 140 countries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Vessel Advisors?

We had several clients and PE firms with portfolio companies needing assistance right-sizing their finance department OR having issues with a system for reporting, tracking and measuring the financial health of the business.

SOLUTION

What was the scope of their involvement?

Vessel Advisors provides CFO, controller, and bookkeeping functions, along with placement services when needed. The team has dug deep into the operations, goals, and objectives of the companies and quickly customized a plan to achieve them. The team has also created systemic financial architecture, metric-based reporting, financial reviews, month-end/year-end reporting, and worked with partners in accounting and insurance to complete renewals, projects, and audits.

What is the team composition?

We’ve worked with 2–5 teammates from Vessel Advisors on average, but have worked with about 10 of their advisors.

How did you come to work with Vessel Advisors?

Someone referred Vessel Advisors to me. I chose them over other options because they had high ratings, a great culture fit, and aligned company values.

What is the status of this engagement?

We started working together in February 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Vessel Advisors has delivered a healthy balance sheet, true reporting measures, and a finance department that has a succession plan.

How did Vessel Advisors perform from a project management standpoint?

Vessel Advisors’ project management is good; they deliver on time. We communicate via in-person meetings, virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Vessel Advisors is adaptable and truly a team of technicians.

Are there any areas they could improve?

I don’t think there’s anything they can improve on.

BACKGROUND

Introduce your business and what you do there.

I'm the owner of Ark Wealth Advisors, a company that provides faith-based financial planning and wealth management services. We help clients build, protect, and grow their assets through all of life's challenges.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vessel Advisors to accomplish for your business?

We hired Vessel Advisors to help us clean up our business to run more efficiently. We needed clarity around our numbers and data to make strategic decisions that improve all aspects of our business.

SOLUTION

What was the scope of their involvement?

Vessel Advisors handles our accounting, strategic planning, and business execution. They provide specific P&L, cash flow, and balance sheet reports. The team also assists in making decisions where we can rely on them for CFO services.

What is the team composition?

We work with 2–5 teammates from Vessel Advisors.

How did you come to work with Vessel Advisors?

We found them through a referral. We chose them over other options because they had high ratings, a great culture fit, good value for the cost, and aligned company values.

What is the status of this engagement?

We started working with them in August 2023, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Vessel Advisors has helped us increase our productivity and profitability. They've helped us expand our margin to over 85% gross margins. The team has also saved us time by creating operational efficiencies and driving clarity among our organization. We've saved 20+ hours per week.

How did Vessel Advisors perform from a project management standpoint?

Vessel Advisors delivers clean and executed deliverables always on time. We communicate via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

We can't say enough good things about Vessel Advisors. Their values and culture align with our business.

Are there any areas they could improve?

No, there's nothing they can improve on.

BACKGROUND

Introduce your business and what you do there.

I'm the CEO and founder of InteFusion, LLC, a medical billing and practice management services company. We help healthcare providers streamline insurance processes and improve patient care and practice efficiency.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Vessel Advisors to accomplish for InteFusion LLC?

We engaged Vessel Advisors to help create a detailed strategic financial plan to help us effectively finance our double-digit growth.

SOLUTION

What was the scope of their involvement?

Vessel Advisors poured through our financials and created a financial forecasting tool to help us maximize our growth. The team delivered a spreadsheet model that allowed us to accurately project our finances month by month.

What is the team composition?

We worked with 2–5 teammates from Vessel Advisors.

How did you come to work with Vessel Advisors?

We found them through Vistage. We chose them over other options because they had high ratings, and their company values aligned with ours.

How much have you invested with them?

We spent less than $10,000.

What is the status of this engagement?

We worked together from September–October 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Vessel Advisors delivered cleaner and more accurate financials and a financial model to project revenues and expenses. We saw increased forecasting accuracy, financial growth, and the ability to make better strategic decisions. We experienced double-digit month-over-month growth since our engagement.

How did Vessel Advisors perform from a project management standpoint?

Vessel Advisors' project management was very timely and reliable. We primarily communicated through virtual meetings.

What did you find most impressive about them?

Vessel Advisors' friendliness and professionalism were impressive. The team was always willing to help and answer our questions.

Are there any areas they could improve?

Vessel Advisors was very flexible with scheduling and patient with the education and details.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of The Nonprofit Plug LLC. We help form nonprofits, provide financial management, compliance, grant writing, and anything else a nonprofit could need!

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Vessel Advisors?

We needed to assess our current financial health and situation and provide recommendations to improve.

SOLUTION

What was the scope of their involvement?

Vessel Advisors did a deep dive into our internal financial management. They created a heat map of our organization with about 25 various recommendations to improve to save money, increase revenue, and improve efficiency.
The heat map identified what areas to improve, the ROI, and put them in order of importance and/or how easy it would be to execute on that recommendation. For example, thanks to Vessel Advisors, we’re saving over $25,000 per year in credit card processing fees. They also helped us transition to ACH payments and a credit card billing policy.

What is the team composition?

We worked with 2–5 teammates from Vessel Advisors.

How did you come to work with Vessel Advisors?

They were referred to me. I chose them because they were a great culture fit, and their company values aligned with ours.

How much have you invested with them?

We spent around $10,000 to $49,999.

What is the status of this engagement?

We worked together from October–December 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Every time we met, Vessel Advisors provided us with a metric update. We also had the opportunity to train with one of their sales advisors and improve our sales process.

How did Vessel Advisors perform from a project management standpoint?

We mainly communicated through virtual meetings.

What did you find most impressive about them?

Vessel Advisors' heat map, detailed review, and recommendations were impressive.

Are there any areas they could improve?

No, there weren’t any.

BACKGROUND

Please describe your company and position.

I am the Founder of Valtera

Describe what your company does in a single sentence.

Litigation Finance

OPPORTUNITY / CHALLENGE

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

• Secure long term financing
• Revamp our accounting practices in order to streamline our bookkeeping and reporting
• Find any areas internally where we can improve as a company

SOLUTION

How did you find Vessel Advisors?

Referral

Why did you select Vessel Advisors over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

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

Prior to working with Vessel, we had a healthy business, but our growth was severely constrained by access to capital. We could only fund a portion of the cases we wanted to purchase, and we assumed that was just the way it had to be. We were hesitant to hire Vessel at first because we’d been rejected for outside capital before; we worried this would be another disappointment that wasn't worth the time and effort. We were completely wrong. Vessel knows exactly what to do. They broke down why we couldn't secure financing in the past, designed a plan to fix those issues, and executed it. Not only did they help us secure low-cost bank financing for our cases—reducing our cost of capital to a fraction of what it was—but the financing package was twice the size we thought possible. Now, our team follows financial best practices, the bank is happy, and as an owner, I finally have the freedom to say 'yes' to more qualified deals.

RESULTS & FEEDBACK

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

We were able to finally secure financing with terms that best fit our comfort level.  This couldn't have been achieved unless we had Vessel make the necessary changes needed to obtain and secure the loan.  

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

Vessel consistently met deadlines, communicated effectively, and were very thorough and detail oriented in their work.  

What was your primary form of communication with Vessel Advisors?

• Virtual Meeting
• Email or Messaging App

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

Vessel Advisors did their homework and knew all about our company and industry by the time we had our first meeting. They take a hands-on approach to each project and make sure that each project manager is a good fit for our company.  

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

No, Vessel delivered for us

BACKGROUND

Please describe your company and position.

 I am the President of a construction company 

Describe what your company does in a single sentence.

Specialty subcontracting services for commercial construction 

OPPORTUNITY / CHALLENGE

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

• Financial Consulting
• Accounting
• Fractional CFO Services

SOLUTION

How did you find Vessel Advisors?

Referral

Why did you select Vessel Advisors over others?

• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

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

Brennan has effectively served as our fractional CFO and a member of our leadership team.

Vessel helps us review financial performance, forecasting, cash flow, WIP and job costing, banking and credit, budgeting, and larger strategic decisions. Brennan has also been heavily involved in developing our internal finance team and helping us build processes that can support the company as it grows.

The biggest value is probably difficult to put into a single deliverable. They have helped us move from looking at the business project-to-project or month-to-month toward thinking several moves ahead.

RESULTS & FEEDBACK

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

Our financial visibility and discipline are substantially better today.

We have much better forecasting, more confidence in our WIP and job-level financial information, stronger cash planning, and a more structured rhythm around reviewing performance and making decisions.

More importantly, Brennan has helped us navigate both growth and difficult periods in the business. We identify issues sooner, understand what is driving them, and can make decisions based on the numbers rather than instinct alone.

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

Very strong. They are responsive, prepared and proactive. We have maintained a regular operating cadence for years, and they have become someone I rely on not only to answer questions, but to challenge my thinking and hold our team accountable. 

They don't wait for us to tell them what the problem is. They are usually helping us identify it.

What was your primary form of communication with Vessel Advisors?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

Their ability to become genuinely embedded in the business.

Vessel doesn't feel like an outside consultant looking at our company through a spreadsheet. They understand our business, our people, our industry and how I think as an owner. That allows them to challenge me when necessary, help us see around corners and bring financial discipline to decisions without losing sight of the realities of actually running the company. 

At this point, I consider the team a member of our leadership team and a trusted advisor personally. That level of trust is difficult to replicate.

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

Nothing material comes to mind. Like any advisory relationship, the more transparent you are and the more consistently you engage, the more value you get from it. Vessel has consistently pushed us toward both.

BACKGROUND

Please describe your company and position.

I am the CEO of The Willows

Describe what your company does in a single sentence.

The Willows is an active, independent, residential community for forward-thinking Christian Scientists aged 55+

OPPORTUNITY / CHALLENGE

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

• Determine if we were efficient w our processes
• Could we reduce head count and get more done
• What automations and software will help us be more efficient

SOLUTION

How did you find Vessel Advisors?

Vistage

Why did you select Vessel Advisors over others?

Good value for cost

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

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

Interview all office staff on what they did and how long it took to do each item they were responsible for.  Look at the info collected and see what areas didn't align with industry standards.  Clean up books, redo chart of accounts, change banks, change credit cards, update all finance related procedures, generate useful finanicals for staff and board.

RESULTS & FEEDBACK

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

Reduced finance related spend by 20%, increased efficiency by 25 percent in financial segment of business.

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

They did what they said they were going to and did it on time.  Any questions I had were answered in a very timely manner.  No missed deadlines adn helped us get things done we were behind on.

What was your primary form of communication with Vessel Advisors?

In-Person Meeting

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

Depth of knowledge, not only of those on site, but at the company when tough questions were asked, they had someone that could answer the questions.  Very easy to work with as well as conpetent and confident.

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

They far exceeded my expectations.

BACKGROUND

Please describe your company and position.

I am the CEO of MedBridge

Describe what your company does in a single sentence.

Healthcare Administration and Revenue Cycle Management.

OPPORTUNITY / CHALLENGE

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

• Structured Financial Reporting

SOLUTION

How did you find Vessel Advisors?

Referral

Why did you select Vessel Advisors over others?

Referred to me

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

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

Vessel was consistently able to take a vision that I had and focus that vision into a structured, operational reality. Their integrity, focus, and extensive business management experience make them an excellent advisor to work with. I was particularly impressed with their ability to successfully manage a high number of projects spanning multiple industries.

RESULTS & FEEDBACK

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

Organized financial reporting suite

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

They were timely and responsive in every way.

What was your primary form of communication with Vessel Advisors?

Virtual Meeting

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

Service oriented and trusted advisory. 

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

Continue to leverage AI and other technologies, as they advance to provide even more efficient service.  This is a strength now, but continuing to invest in this area is key.

BACKGROUND

Please describe your company and position.

I am the Founder of Warm Welcome

Describe what your company does in a single sentence.

We're a SaaS company for artistic entrepreneurs. 

OPPORTUNITY / CHALLENGE

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

• Financial Clarity

SOLUTION

How did you find Vessel Advisors?

Referral

Why did you select Vessel Advisors over others?

• High ratings
• Referred to me
• Company values aligned

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

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

Financial clarity and account over multiple businesses.

RESULTS & FEEDBACK

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

Financial clarity and sale of the business.

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

Great communication, clarity and responsiveness.

What was your primary form of communication with Vessel Advisors?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

The way they bring financial chaos into clarity stood out.

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

No

BACKGROUND

Please describe your company and position.

I am the President/COO of a tree maintenance and landscaping company.

Describe what your company does in a single sentence.

Tree Maintenance and Landscaping 

OPPORTUNITY / CHALLENGE

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

• Assess the current status of the company’s accounting practices
• Identify the source of revenue leakage

SOLUTION

How did you find Vessel Advisors?

Referral

Why did you select Vessel Advisors over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Vessel Advisors were assigned to this project?

2-5 Employees

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

The company's QuickBooks were out of date and not yielding solid results. Vessel dissected the systems' performance and developed a plan to improve performance.

RESULTS & FEEDBACK

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

Met all project milestones and developed an implementable process to close the monthly books.

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

The Vessel team routinely met with me and our team to review our progress and make adjustments to ensure that our results were accurate and consistent.

What was your primary form of communication with Vessel Advisors?

In-Person Meeting

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

The Vessel Advisors team did an excellent job of doing an intensive assessment that yielded an invaluable Heat Map which was used to zero in on many elements lacking in the company’s business model. This roadmap became essential to fold in an implementation plan that married up to the structure of the research.

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

I feel that the team could have incorporated more date sensitive content for the overall team to achieve on a weekly and monthly basis.