Bridging Industries, Building Success:
Our CFO Journey
Companies are initially successful because of the innovation and hard work of their founders. They also rely on trusted partnerships with attorneys, CPAs, insurance brokers and banks to provide specialized services and advice.
At some point in a company's journey, that structure begins to fall short. Organizations hit a growth stage, requiring greater cash flow management, better decision support tools, financial roadmaps for the near term and strategies for the long term. If your team lacks the capacity or experience to help you chart your course, you might find yourself unable to pursue the opportunities in front of you.
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Large corporations have long understood the value of strategic financial management and assemble entire teams to support the business in its decision making. Why should only the biggest companies have access to that support model?
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The Lanark Group was founded to address this need and support your growing business on the next phase of its journey with a flexible and scalable model that's right for you.
Who We Are
At The Lanark Group, we deliver high-caliber CFO expertise offering strategic financial oversight and guidance without the overhead of a full-time executive. Our seasoned fractional CFOs provide deep insights, precise financial planning, and robust risk management, empowering your business to achieve sustainable growth and operational efficiency.
We take pride in listening attentively to each client's unique situation, developing strong partnerships to help you navigate your financial journey. Our approach combines the expertise of accomplished executives with years of experience in both large and small enterprises, ensuring we can address the specific challenges and opportunities facing your organization.
Our fractional CFOs act as true financial business partners, managing critical aspects such as cash flow optimization, risk reduction and compliance. We go beyond traditional number-crunching to understand your business, craft your story, envision your company's trajectory and guiding key stakeholders based on impactful financial insights.
Industry Experience
Long Term & Home Health Care
Manufacturing
Construction
Medical Devices
Our Founder
With over 25 years of experience, Rick is a seasoned C-level finance and operational leader who transforms complex data into actionable insights. ​His expertise lies in overseeing financial strategies and accounting operations, blending the art and science of running today's businesses and enabling leaders to focus on their customers and core business. His career spans both large global corporations and nimble, privately owned enterprises, bringing a wealth of diverse experience to the table.
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Rick holds an MBA from the prestigious University of Rochester, a testament to his commitment to excellence and continuous learning. Beyond his professional achievements, Rick is passionate about enhancing the health and well-being of the communities he serves, reflecting his dedication to making a positive impact both in business and society.
