Mr. Lieberman is an experienced founder/entrepreneur, Chief Executive Officer and Chief Financial Officer available to provide strategic and financial consulting services as a trusted advisor to the Founder/CEO or Board of Directors. He started his career in M&A on Wall Street and then co-founded a small investment management consulting boutique. Out of that firm was born Xtiva Financial Systems, a SaaS fintech that Mr. Lieberman co-founded and ran for 18 years, achieving Inc. 500/5000 list multiple times. Mr. Lieberman raised several rounds of capital including a Series A from a Fortune 100 company.
William talks about building his consulting business, services offerings, getting referrals, the boom of demand for fractional executives, and much more!
In This Episode, You'll Learn about...
- Structuring fees
- The secret weapon to his business
- Referrals
- Finance as a service
- How AI is impacting his line of work
Links and Resources
- The CEO’s Right Hand
- Where to find William: LinkedIn
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