Several years ago, when I was in the first years of starting our company I was faced with many challenges. I was constantly concerned about our cash position, our bankability, our record keeping, managing employees and managing our customer base. The long hours coupled with the demand of family and other commitments caused concern about meeting all of the demands of a growing business.

When I was introduced to Carter Summers, I was told that he could help me better forecast and plan our company's financial path. His fees seemed expensive, but his credentials and his demeanor were something that seemed professional and responsible, not a lot of the typical marketing promises I had heard from other consultants.

I decided to make the commitment and soon found that he was insightful and asked thought provoking questions that helped me clarify my own ideas and direction. Carter is one of the most valuable people to cross my path in growing our business. Because of his financial models he brought to the company, we became a very bankable company. Showing our loan committee our forecast to actuals was a thrill. The bank indicated that they rarely had seen such organization and completeness in the financial area. I owe our great relationship with the bank to Carter. He helped us speak their language and design the information that would be helpful to them . His fees were the best money I spent in growing our business. If surrounding yourself with bright talent is one of the keys to success, I would encourage you to seriously consider him as a part of your team of advisors.

His support helped me to concentrate in other areas of the business where I was more expert, thus allowing me more time and better quality time to grow our business.

-- David L. Stone, Founder