Jason Gabrieli

Review of CLM Advisors

I have known Charlie and many of the members of hi...

I have known Charlie and many of the members of his team my entire career. We have many mutual clients and I have always respected his knowledge and deep understanding of all things tax. We engaged CLM on the consulting side in 2019 to help us gain a better understanding of our business finances and how to grow/scale responsibly. We realized quickly that their expertise and guidance extends far beyond tax and embracing their profitability model for our firm has resulted in a much clearer understanding of not only the day-to-day cash flow, but also how the future should look. As I've grown as a business owner, I've learned that good consultants are critical to seeing your blind spots and strengthening them. As the saying goes - "you don't know what you don't know". I can confidently say that engaging CLM for profitability consulting is among one of the best decisions we've ever made.