THE STRATEGIC ALLIANCE

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 is made up of independent advisors from Rinaldi Advisory Services and its peers. Each firm has experts steeped in their specific disciplines within equipment finance, and is regarded as a thought leader in the industry due to their knowledge, experience, and networks.

Through our firms collaboration, 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 a subject matter specific to their specialty, or they can work with two or more firms on projects requiring a broader scope. If a 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, CLFP

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

Chris Chiappetta

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.