EFA News: Rinaldi Advisory Services Adds Geary to Expand Lease Accounting and Finance Advisory

Rinaldi Advisory Services Adds Geary to Expand Lease Accounting and Finance Advisory

Rinaldi Advisory Services announced the addition of Nancy A. Geary to its growing team. With a career in equipment finance dating back to the early 1990s, Geary brings unparalleled expertise and leadership in lease accounting and finance to RAS’s advisory offerings.

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Rinaldi Advisory Services® (“RAS”) Expands Lease Accounting and Finance Advisory Expertise with Addition of Nancy A. Geary, CPA, CLFP

Rinaldi Advisory Services® (“RAS”) Expands Lease Accounting and Finance Advisory Expertise with Addition of Nancy A. Geary, CPA, CLFP

HOUSTON, TEXAS – Rinaldi Advisory Services® (“RAS”) the leading consulting firm specializing in the equipment lease and finance industry, proudly announces the addition of Nancy A. Geary, CPA, CLFP, to its growing team. With a career in equipment finance dating back to the early 1990s, Geary brings unparalleled expertise and leadership in lease accounting and finance to RAS’s advisory offerings.

Nancy Geary has been a highly influential figure in the equipment finance sector, serving on multiple leasing association boards, conducting instructional sessions, contributing to the CLFP exam rewrite, and providing accounting, tax, and consulting services as a shareholder at ECS Financial Services, Inc. Her dedication to advancing the industry is evident in the numerous accounting and finance articles she has authored over the years.

“I enjoy working with growth-oriented businesses, providing insightful advice and guidance, watching their progress, and celebrating their successes. I am thrilled to continue supporting the equipment finance industry in my new role at RAS,” said Geary.

RAS President, Bob Rinaldi is enthusiastic about the expertise and dedication Geary brings to the firm. “We are thrilled to welcome Nancy Geary to the RAS family. Nancy’s unmatched expertise in lease accounting and her decades of leadership in both bank-owned and independent equipment leasing companies make her a tremendous asset to our clients. I have known and worked with Nancy for many years and have immense respect for her professionalism and commitment to the industry. Beyond her technical skills, Nancy’s integrity and friendship stand out. She truly embodies what it means to be ‘good people,’ and I am excited for the positive impact she will bring to RAS and our valued clients.”

With Geary’s addition, RAS continues to strengthen its position as the premier consulting partner for businesses in the equipment lease and finance industry.

About Rinaldi Advisory Services
Rinaldi Advisory Services® (RAS) provides expert consulting services to independent leasing companies, OEMs and financial institutions within the equipment finance marketplace. With decades of industry experience and a commitment to excellence, RAS specializes in guiding clients through complex business transitions, including exit strategy planning and mergers and acquisitions. Our advisory services are designed to help clients not only meet but exceed their strategic business objectives by positioning them for high-premium exits and successful mergers.

 

Media Contact:
Rinaldi Advisory Services
Liz Rinaldi, SVP
Email: Liz@rinaldiadvisory.com


Highlighting Partnership: Rinaldi Advisory Services Advises Kapitus Through the Acquisition of Ten Oaks Commercial Capital

Highlighting Partnership: Rinaldi Advisory Services Advises Kapitus Through the Acquisition of Ten Oaks Commercial Capital

Kapitus, a leading provider of financing for small and medium sized businesses, announced the acquisition of Ten Oaks Commercial Capital, a finance company specializing in equipment finance and working capital loans. Bob Rinaldi of Rinaldi Advisory Services advised Kapitus through the acquisition process.

With this acquisition, Kapitus is launching its equipment finance arm, in addition to its small business loan and revenue-based financing products, to accelerate support for small and medium-sized businesses that drive the country forward in critical industries, including construction, manufacturing, hospitality and healthcare.


Rinaldi article featured in AACFB Commercial Break: "READY TO SELL? CAN AN EQUIPMENT FINANCE BROKERAGE BE SOLD?"

Rinaldi article featured in AACFB Commercial Break: "READY TO SELL? CAN AN EQUIPMENT FINANCE BROKERAGE BE SOLD?"

Not much is written about the successful exits of equipment leasing and finance Brokerages. Little is known about how many Brokerages exist in the US, let alone any statistics or benchmarks about the Brokerage ecosystem. This article focuses on the viability of a Brokerage to have a successful exit. Brokerages’ principals frequently contact Rinaldi Advisory Services (“RAS”) about what their company would be worth and to whom. The answer is always the same. It depends. It’s not a copout, as you will see. Buyers determine the value and, thereby, the price they are willing to pay a seller, not vice versa. Brokerages must look at themselves objectively, like outsiders, and put themselves in the shoes of potential buyers.


EFA News: Rinaldi Advisory Services and MAI Technology Solutions Unveil Tech Navigator

Rinaldi Advisory Services and MAI Technology Solutions Unveil Tech Navigator

In collaboration with MAI Technology Solutions, Rinaldi Advisory Services® (“RAS”) is introducing Tech Navigator, a comprehensive solution designed to help equipment finance companies build the essential technology infrastructure required for strategic growth.

Read the Story at EFA News

Video Interview with Deb Reuben of Tomorrow Zone

Video Interview with Deb Reuben of Tomorrow Zone

Deb Reuben and her team at Tomorrow Zone are redefining the equipment leasing and finance industry by harnessing the power of technology. But what sets Deb apart is her mastery at the intersection of technology and process workflows.

In this five-part video series, see how she optimizes both technology and people, creating a workplace where technology excels at what it does best while empowering employees to focus on meaningful, rewarding work.

As Deb puts it best, “You can speed up your processes, becoming a faster caterpillar, or you can transform into something entirely different, a butterfly,” in her example.


You can create a strategic plan that outlines your financial goals and add systems and procedures along the way to meet them. But often, this approach leads to inefficiencies, missed opportunities, and a compromised bottom line, not to mention strained employee satisfaction and customer experience. Or, you can partner with Deb Reuben and her team to design a forward-thinking strategy that anticipates challenges, optimizes profitability, and enhances employee engagement, culture, and customer satisfaction from the start.

Part 1: Introduction to Deb Reuben

Part 2:  Why is “Digital Transformation” really a misnomer?

Part 3:  Context Matters

Doing things in new ways to improve the human experience

Part 4: The Big Picture With Clarity

Part 5:  Creating a Rewarding Work Environment For Humans

Deb Reuben


Rinaldi Advisory Services Welcomes Liz Rinaldi to the Team

Rinaldi Advisory Services Welcomes Liz Rinaldi to the Team


CINCINNATI, OHIO – July 18, 2024: Rinaldi Advisory Services (RAS), a premier advisory firm in the equipment leasing and finance industry, is delighted to announce the addition of Liz Rinaldi to our team. Liz Rinaldi, a talented and experienced professional in the vendor program sector of the leasing industry, brings her energy and additional perspectives to the company.

As the President and Founder of Rinaldi Advisory Services, Bob Rinaldi, has built a legacy of excellence and innovation. “I am excited to welcome Liz to RAS. Her expertise and vision align perfectly with our mission to help independent leasing companies excel and banks to diversify their Commercial and Industrial asset portfolios,” said Bob Rinaldi.

Liz is a rising star in the industry and a member of the Rinaldi family. She is the niece of Bob Rinaldi and the daughter-in-law of Vince Rinaldi, a legendary figure in the leasing industry and Bob’s former partner in a leasing company that was sold to Provident Bank in Cincinnati.

With this new addition, RAS wants to assure its clients and the industry that Bob Rinaldi is not retiring or stepping back. While Liz represents the next generation and natural progression for RAS, Bob will continue to lead the firm and maintain his active roles in consulting with industry clients and industry trade associations. “Liz’s addition to the team is about growth and expansion, not a transition,” emphasized Bob Rinaldi.

Liz Rinaldi’s experience in the vendor program sector uniquely positions her to connect with the next generation of leaders in the leasing industry. As younger professionals are moving into upper management roles, Liz’s insights and talents will help bridge the gap and deliver the exceptional benefits that RAS is known for. Her presence underscores RAS’s commitment to evolving and staying relevant in a dynamic industry.

“What I have always loved about the vendor finance industry is the collaboration between different industry sectors to advance a service that helps businesses grow and thrive,” says Liz Rinaldi. “As I enter this new phase in my career, I am incredibly excited and humbled to get to work next to and learn from this incredible group of industry experts that Bob has brought together. Bob’s prowess and positivity is infectious, and I couldn’t be happier to finally get to work with him and bring something unique to the team”

RAS has unwavering confidence in Liz’s abilities to drive the firm forward and expand its reach to newer generations. Her role as a young professional and a woman in the industry will allow her to provide unique benefits and perspectives that resonate with emerging leaders.


About Rinaldi Advisory Services®

Rinaldi Advisory Services (RAS) provides expert consulting services to independent leasing companies, OEMs and financial institutions. With years of industry experience and a commitment to excellence, RAS helps its clients achieve their business objectives through curated advisory services.


The Monitor Daily Video Podcast Interview: Deb Reuben Interviews Bob Rinaldi

Episode 116: Future Readiness Powered by Leadership

What does it take to prepare a future-ready business? In today’s podcast, Deborah Reuben interviews Bob Rinaldi about the power of curiosity, humility, collaboration and the critical questions for future readiness and peace of mind.

Bob Rinaldi, President of Rinaldi Advisory Services®, discusses the RAS approach to its advisory work with their clients.

Watch The Interview

Rinaldi featured in Monitor Daily article: “Future Readiness Powered by Leadership: An Interview with Bob Rinaldi”

Rinaldi featured in Monitor Daily article: “Future Readiness Powered by Leadership: An Interview with Bob Rinaldi”

“Leadership in the equipment leasing industry, like many others, requires adaptability, continuous learning and a strong focus on collaboration. How can leaders leverage their experiences to optimize profitability and scalability and stay ahead? What does it take to lead a growing company and maintain peace of mind?”


Equipment Finance Advisor: Relaunching ’Winning with Leasing’ with Sudhir Amembal and Bob Rinaldi

Equipment Finance Advisor: Relaunching ’Winning with Leasing’ with Sudhir Amembal and Bob Rinaldi

Bob Rinaldi, President of Rinaldi Advisory Services®, and Sudhir Amembal, CEO of Amembal & Halladay, join Michael Toglia, Publisher of Equipment Finance Advisor, to discuss the virtual relaunch of Amembal’s flagship seminar, “Winning with Leasing.” Rinaldi and Amembal emphasize that foundational training for equipment finance professionals remains as critical today as it was decades ago. These virtual seminars are designed to provide accessible and cost-effective training to professionals at all levels across the nation.

Watch The Interview

Bob Rinaldi, CLFP

President, Rinaldi Advisory Services

Sudhir P. Amembal

CEO, Amebal & Halladay

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