CFO advisory, capital, and clarity — for the middle market.

Raul has always performed at a high level, both professionally and personally. I was struggling to secure working capital for my business because of my VISA situation, and he found a way around it — securing us a $600K working capital facility. I strongly recommend his services to anyone willing to take their business to the next level.

We hired Raul after the 2008 global financial crisis, when we couldn't get financing for new projects. I will never forget what he told me: “Banks analyze loans in black and white, so we have to reflect your vision in black and white.” He succeeded in securing the construction loans our projects so badly needed. He's also a natural salesman — he even helped us by training our sales rep.

Raul literally saved my business. The bank wanted to foreclose on my property, but Raul was able to negotiate and extend a forbearance agreement with them, which gave us room to regroup and find a proper way out. He also implemented new internal procedures that made my business more profitable and saved me money. Raul is the real deal!

I worked for Raul at Trinity for a year. He was an excellent mentor and the financial leader of the company, with a great ability to budget and plan for a company's future. He developed many tools and models that were highly effective in planning and tracking the growth of a dynamic company. His attention to detail and control procedures were key to the financial success we achieved at Trinity. I learned a great deal working with Raul, and I've applied many of those same models to my own growth.

Raul has always performed at a high level on every project — a consistent, dependable hard worker you can count on for sound counsel. He brings strong ethics and drive, and he keeps his skills current. I highly recommend Raul: he is a skilled, accomplished CFO, and I genuinely enjoy working with him.