What Others Say

“I met Wyn several years ago when I was starting my company.  We worked together and he provided financial and operational guidance, which proved to be useful.  His real contribution however, were the financial models that he developed for the company that resulted in us obtaining equity money at a very critical time in our development.  We still remember Wyn, several years after the fact as we continue to use some of the spreadsheets that he developed for us;  even today,  they are as good as “new”.
Bill Schmid, Founder of Halo Innovations

“Over the past 10 years, I have contracted with Mr. Davies to build, manage and consult on business and financial modeling for three different companies.  Two of the companies utilized Wyn’s expertise for internal financial modeling with the third utilizing the business model to successfully complete a capital fundraising initiative. Wyn has a vast background of financial and business expertise and utilizes that knowledge to build flexible and clear models that allow for the forecasting and analysis needed to be competitive.  He also exhibits the integrity and candor that is needed to reach the right business decision driven by his financial insights.”
Greg Mohn, CEO at Orange Tree Employment Screening

“Wyn is one of the most “down to earth” people you will ever meet…he’s also incredibly pragmatic, which is an excellent thing for a finance adviser to bring to the table! His guidance may sometimes at first seem too tough to swallow, but is born out of his deep commitment to stick to a well thought out plan, with rigor and discipline his watch words. You can be confident that with Wyn’s help, you’ll not only dissect the numbers in a way that is meaningful, but apply that knowledge to a practical (and profitable!) end.”
Scott D. Cole, CFO , Starborn, Inc

“If you’re an emerging growth company, but don’t yet need the services of a full-time CFO, you need to talk to Wyn! Wyn Davies is an expert in helping small emerging growth companies develop sound financial processes and stretch their precious capital to its absolute limit. He is a “sage” of financial management and an invaluable resource to small business persons.”
Lonny Gulden, Director of Business Development

“Here are a few of words that I can think of that describe Wyn Davies, as I have had the pleasure of working with him over past years: honorable, integrity, intensity, intelligence and passion for the truth in the numbers. But none describes him better then “Execution.” It’s Wyn’s passion for uncovering the details and then providing strategic insight when needed that has helped our organization execute over and over again during some of the most demanding periods in our history. When it comes to strategic planning Wyn’s counsel is a must and I look forward to the next time he engages with our organization.”
Rick Erickson, Founder & Partner at AGOSTO, Inc

“I’ve worked with Wyn since 2004 and during which time he was instrumental in helping get our company off the ground and funded. Wyn was exceptional at quickly understanding our business, and creating financial models which we could present to our venture partners. Later on in our relationship Wyn was a part of our Management Team where he sat in as our Interim-CFO and helped us move from the “kitchen table” to the “board room” by implementing strict financial controls. I would highly recommend Wyn to any company which needs to raise capital and/or in need of CFO related services.”
Irfan Khan, CEO / Chairman , Jumpnode Systems LLC

“Wyn is well experienced in small business financial issues as well as in general business issues.  In addition, I have found him to have good follow-through, did what he said he was going to do and in a timely manner.  Though he could easily provide you with his own financial plan format, he will listen and tailor a plan to fit your needs.  Furthermore, he contributes to a better understanding of the numbers.  He is a valuable person on my team.”
Claude Tihon, PhD.  Founder & CEO of NeoFolia, Inc.