Rinaldi Advisory Services provides advisory services to independent lessors, financial institutions, industry service providers, manufacturers and international firms entering the US equipment finance marketplace.

A growth strategist first and foremost, Rinaldi Advisory Services advises clientele from the position of an objective advisor, a board member and/or a confidential resource for principals and CEOs. He advises in areas of growth, funding, exit strategies, envisioning and implementing a business model, and crisis/problem resolution.

Rinaldi Advisory Services specialties include: new revenue production strategy, improving enterprise value, process management, future exit planning, tactical design, marketing, new product development, information systems, blockchain’s potential and international expansion.

  • Confidential CEO Resources
  • Capitalization Strategies
  • Growth Strategies
  • Current & Future Model Analysis
  • Product Dev for Service Providers
  • Buy-Side Acquisition Advisory
  • De novo Strategies
  • Acquisition Due Diligence
  • Crisis Resolution
  • Expert Witness
  • Succession Planning
  • Future Exit Planning



CEO’s Confidential Company Analyst℠
Work one-on-one with an advisor. Gain meaningful analysis and actionable insights with an eye toward managing growth as well as operational and financial efficiencies.

Learn More


Confidential CEO Resource℠
Robust advisor access and long-term strategic planning. Like C3A, but with a broader base of support for long-term strategic management.

Learn More

PPP Loan Lead Development

Turn your PPP customers into regular bank customers. Identify prospects, sort by risk characteristics, industry, and other preferences, and build an effective call strategy.

Learn More


Rinaldi Advisory Services non-traditional approach to corporate problem solving helps clients overcome adversity in business to exceed their goals and prosper through both organic and inorganic growth.

The Strategic Alliance

The equipment finance industry’s top independent advisors, pooling their subject matter expertise and collaborating in perfect synchronization on your specific needs. Click here to meet the team. 

Capitalize on Rinaldi Advisory Services 25+ years of experience with startup to seriously-scaled organizations. Arrange a confidential conversation to discuss these services and more.