Testimonials
What Our Clients Are Saying
“Our company was rapidly expanding into different markets and our financial and operational planning became significantly more complex. We needed to take the next step for us to manage the growth. Turning Point helped us forecast our profits, cash flow, and covenants with our bank, enabling us to make the best decisions for our company. They dived into the details and quickly understood the complexity of our business to ensure we had the best path for success.”
- BRUCE HALDORS, CEO, TRANSPO GROUP
"Turning Point’s assistance in completing a challenging transaction was invaluable. It was a rewarding experience for all parties, and we look forward to having the opportunity to work with the team at Turning Point again in the future."
-SHELBY SCHAGRIN, MANAGING DIRECTOR & CO-HEAD OF INVESTMENT BANKING, BENJAMIN F. EDWARDS & CO
"To have a team that has built a robust model, has done the work, and can speak eloquently and intelligently to investors is pretty solid. I shudder thinking of where I would be without the Turning Point team."
- MAX BAKER, FOUNDER & CEO, ILLUMAGEAR
"We have been extremely pleased with our partnership with Turning Point executive search firm. As a growing company backed by private equity, finding the right talent to support our growth has been crucial. TP has been instrumental in helping us find multiple successful hires, and their team, led by Kristina Angel, has been a proven partner in our success. We highly recommend Kristina and Turning Point to any company in need of a partner in their growth journey."
- COURTENAY CASACCIO, CHIEF PEOPLE OFFICER, BEACON MOBILITY
“To take the company to the next level, I knew I needed the help of top and trusted Advisors. Soon, I realized how difficult this mission was. I tried, and I failed. I failed miserably. Failing at something also means learning something. Even though I felt upside down, I kept going.
Then I met Alan Chaffee at my Vistage group. From the start, I knew he was the advisor I had been looking for. During our first meeting, he said, "Shirin, fantastic solutions to wrong problems = disaster." It was a huge moment for me. I realized then that I was addressing/identifying the wrong problems and no fantastic solutions would be the answer.
Alan's passion, wisdom, knowledge, expertise, AND excitement have made all the difference for me as a leader and our company. One of my best decisions was to switch to Turning Point Strategic Advisors and have Alan as my business coach.
"Sometimes you have to get on the wrong bus in order to get to the right destination." Partnering with the right advisor and being on the right path is everything.”
— SHIRIN SARIKHANI, FOUNDER & CEO OF SEATTLE STAGED TO SELL & DESIGN
“Daco Corp brought Turning Point in at a key inflection point when we were dealing with transition in our accounting department. They quickly added value well beyond what we expected and, 4 years later, continued to benefit from the impact they delivered. Turning Point got us through what could have been a rocky time and transformed the way we think about finance. As a result, we are more mature financially and more confident running the business.”
- STEVE DUFFIELD, DACO CORP
“When Sagacity was introduced to Turning Point, we were at a crossroads. Having grown quickly, we saw that many of our processes and procedures needed to be upgraded or rethought. Turning Point’s significant experience with companies of various industries and sizes proved extremely helpful.”
- NICOLE VOGEL, CEO, SAGACITY
“At Efinancial, we were a fast-growing life insurance distribution company. We quickly needed to align our growth with financial and operational processes that would support us during this time. Turning Point’s team quickly evaluated our reporting systems and metrics to help gain insight into our business.”
- MICHAEL ROWELL, CEO, EFINANCIAL
“Working with Turning Point was transformational for Wimmer Solutions. They went beyond the numbers to create a mind shift change and, as a result, our finance function is not as fragile as it was. The Turning Point team was driven by data, quickly understood the personalities involved, and created accountability to get us to a significantly better place financially. They instilled confidence immediately and have remained trusted advisors.”
-MATT SAURI, WIMMER SOLUTIONS
"I was referred to Turning Point Executive Recruiting Services, as we were trying to fill two critical positions on our accounting team. As a start-up, every hire is crucial, and we were looking for candidates who not only possessed the right technical skillset, but who were also a strong cultural fit. With our growth trajectory, we needed candidates that could handle the current challenges but also develop the systems and processes to set the company up for future success. At the very outset of our engagement, Turning Point invested the time to learn the business, company culture and specific roles. Their recruiters kept both requirements in mind, and sourced the strongest candidates for our organization. They also provided critical market information to allow us to understand the candidate profiles and further refine our search. It's always a challenge finding talent, but Turning Point made it easy, presenting only candidates that were both a technical and cultural fit, streamlining the interview process and allowing us to fill both positions in an extremely efficient manner as compared to trying to source and recruit candidates ourselves."
- JASON FRANKLIN, VP OF FINANCE, MODUMETAL
“As a company, we were at a crossroads when we hired Turning Point. We had grown beyond our ability to control operational efficiency but didn’t have the resources to hire a full-time CFO. Revenues were up but the additional business was not growing our bottom line. We did not have the in-house expertise to manage the complexities brought on by our growth. We did not have a financial reporting system capable of helping us pinpoint our problems.”
- DEAN E. WILSON, CEO, KING-ELECTRIC
"I worked with Turning Point's Executive Recruitment services to help find a newly created Director of Finance role for my team. From start to finish, their approach to finding the right talent was seamless and effective. Their candidates were strong, and we were able to secure a hire for a leadership role that has since made a signification contribution to our team."
-GARY TASHJIAN, CEO & FOUNDER, DARWIN'S NATURAL PET PRODUCTS
