CRESCENT CONSULTING
Investor & Advisor: Objective Analysis, Counsel & Deliverables
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CFO/Quarterback for my Clients' Business, Estate, Investment & Financial Needs
Organized & Optimized: Digestible Summaries & Analysis of Vast Data Sets
Private & Capital Market Investment Due Diligence & Analysis
Business/Action Plans, Projections & Proformas
Legal/Compliance
Capital Injection/Introductions
RYAN ROUSE, ESQ.
Crescent advises (and opportunistically invests in) Small Businesses & Advisory Firms, and works with High Net Worth Individuals on all things Financial.
Ryan operationally co-built an Investment Advisor from a startup with $5 million in assets to a $1.5 billion firm as Chief Operating Officer & Chief Compliance Officer. Ryan's operational & legal background, financial expertise, investment experience, and capital injection/intro ability allow him the ability to deliver effective, highly personalized and objective solutions for each client.
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Ryan works in partnership with a highly curated group of professionals spanning from accounting, legal, startup (among others), in order to provide a full suite of offerings for his clients.
Ryan is a licensed attorney in the State of California. He received his Juris Doctorate from the Pepperdine University School of Law and his B.S. in Business Administration from the University of Southern California’s Marshall School of Business.
Engaging Ryan to work with me and my team at a very early stage in our company’s life cycle was one of the best decisions we have made. Ryan was invaluable in helping to develop our strategy, creating proformas and projections, refining our investor materials and presentation, and liaising with our legal counsel on numerous agreements. I would hire him full-time in a heartbeat if given the opportunity!
I hired Ryan to look at my business from a macro perspective. As a result of his work I brought him in as my interim CFO. He treats my business like its his own. He is professional, positive, and laser focused on what my objectives are. He is able to quickly move back and forth between the big picture and small details, providing an overview and action plan to me that I rely upon weekly.
Jon Gershman, CEO & Founder-WashersDirect
Michael Moshi, CEO of Lauren Moshi
Ryan acts as quarterback for my finances - personally and professionally. He built out a financial statement that we update regularly - it seamlessly ties in my estate overview, asset mix, profit & loss, and ownership entities. Ryan acts as advisor by overseeing my trust/estate, financial and investment needs. He is efficient, sharp, and has a unique ability to simplify everything.