About

Rinaldi Advisory Services, and the select group of other advisory firms it collaborates with, provide guidance to independent lessors, financial institutions, industry service providers, manufacturers, and international firms entering the U.S. equipment finance marketplace. Over the course of our careers we have worked with a majority of the most prominent lenders in our industry.

As growth strategists first and foremost, we counsel clientele from the position of objective advisors, board members, and/or confidential resources for principals, CEOs and other C-level executives. We advise on growth, credit/risk, funding, staffing, automation and other areas, based on the strategic life-cycle needs of the client, whether envisioning and implementing a business model, moving to the next level, resolving a crisis/problem, or driving toward an exit strategy.

Our mission is to help industry participants see their businesses from the outside looking in, to both optimize the existing business and grow it.

The Strategic Alliance


Each firm in the Strategic Alliance is an independent advisor with a private practice apart from Rinaldi Advisory Services, and each firm has subject matter experts steeped in their specific disciplines within equipment finance. Each has broad knowledge, experience, and networks, and is regarded as a thought leader in our industry.

By our firms collaborating, our clients benefit from having a variety of talents available under one roof, covering the spectrum of expertise required in the multidisciplinary business that is equipment finance today. Clients can work with a single firm on subject matter specific to their specialty, or they can work with two or more firms on projects requiring a broader scope. If client needs change, bringing in new advisors is a seamless process—we work collaboratively, always synchronized in a constant state of readiness, no matter the need or scope.

Bob Rinaldi

Rinaldi Advisory
Services


  • Confidential CEO Resource
  • Expert Witness
  • Strategic Planning
  • Buy Side Advisory
  • Starting & Scaling Business
Full Bio

Harry Kaplun

Rinaldi Advisory
Services


  • Strategic Planning
  • Organization Structure
  • Profitability Maximization
  • Business Development
Full Bio

Jon Gerson

Executive Solutions for Leasing & Finance, Inc.


  • Multi Level Executive Search
  • Role & Job Description Development
  • Interview Process Review & Reformulation
  • Talent Retention Advisory
  • Talent Development & Succession Planning
Full Bio

Tom Ware

Tom Ware Advisory Services, LLC


  • Credit Scoring, Decisioning, & Pricing
  • Risk Management
  • Portfolio Management & Analytics
  • Automation & Operations
Full Bio
Request a confidential conversation with Rinaldi Advisory Services to discuss what business issues are keeping you awake at night.

Our Clients

Memberships: