Lorette Farris Email and Phone Number
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Strategist | Trainer | Capital CoachAs the founder and CEO of iBOSS, Inc., I aim to elevate solopreneurs, startups, and established entities' business lifecycle journeys through growth by acquisition, getting investor-ready, and exit-on-your-terms strategies. With over a quarter-century in the financial services industry, my expertise lies in unlocking the intrinsic value of businesses, optimizing their growth trajectory with a clear-eyed view toward a rewarding exit.My tenure in the industry is marked by a tapestry of leadership roles - from Chief Executive Officer to Director of Compliance to Owner-Operator. This journey has afforded me a 360-degree perspective of the business financial lifecycle, managing a diverse workforce of over 300 across multiple offices, spearheading corporate finance activities, and overseeing remote employees with precision and foresight.At iBOSS, Inc., I bring this wealth of experience directly to you through a multifaceted approach to learning and development. Our self-paced learning programs are designed for those who seek to grow at their own rhythm, while our master classes and mastermind groups provide interactive, collective insights for real-time problem-solving and strategy development.I've navigated the corridors of investment banking, steered corporate executives towards impactful goals through mergers and acquisitions, and designed actionable plans that encompass acquisition to exit. My record speaks to tangible successes and a reputation as a trusted advisor.Your entrepreneurial journey deserves a roadmap crafted with experience, enriched with knowledge, and executed with a strategic partner by your side. As your Capital Coach, I am here to guide you through the nuanced pathways of financial growth.Let's connect and explore how your vision can be realized with the right strategies, support, and knowledge. Your success story is waiting to be written.
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Ceo And Business StrategistIboss, Inc.Baltimore, Md, Us
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Ceo & Business StrategistIboss, Inc. 2013 - PresentLaurel, Md, UsDriving Financial Mastery for EntrepreneursSince founding BOSS, Inc., I've dedicated my career to empowering entrepreneurs with the financial strategies they need to thrive. I focus on demystifying the capital acquisition process, providing robust training for investor engagement, and crafting bespoke exit strategies for business owners.Key Contributions:• Innovative Learning Systems: Developed and implemented various educational tools, including self-paced programs, master classes, and mastermind groups, designed to foster financial acumen.• Strategic Advisory: Offered in-depth coaching to enhance business valuation, guiding numerous clients to thriving capital raises and lucrative exits.• Leadership Excellence: Leveraged 25+ years of financial industry expertise to mentor and lead a team dedicated to supporting entrepreneurs at various stages of their business lifecycle.I continue to serve as a linchpin in the startup ecosystem, committed to translating complex financial concepts into actionable, growth-oriented strategies for business owners and professionals alike.
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Speaker & InfluencerWe.Global Aug 2014 - PresentIn the business of building businesses, through customized presentations, online workshops, destination business retreats and elearning programs covering: * BOLLD! Business Owners Leading Local Development * Capital Navigators - Getting Investor ReadyLeveraging information and training with WE.Global and its strategic partners offering seed capital to portfolio companies and financing options for home and commercial space buyers. WE.Global Certified Portfolio Companies and Home Buyers join in our mission of urban revitalization through early community adoption. Creating wealth through equity in emerging markets while rebuilding neighborhoods, fostering mind-shifts in home ownership, entrepreneurship and community. WE.Global Emerging Markets Presentations Incorporate: * Wealth Creation thru Real Estate * Real Estate Partnering & Investing * Certification & Home Ownership * Business Funding & Investing
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CeoLifecycle Vc, Llc Apr 2016 - Oct 2016LifeCycle VC is a privately held Micro-VC that operates on the “cradle to grave” premise for businesses - Startup to Transition.Each stage of a business’s life cycle requires capital, some more than others. Knowing the right kind of capital at each stage is the first step. Whether private equity or traditional financing is required, LifeCycle VC partners with you to successfully implement a customized capital campaign.Lorette's experience from being on both sides of the table in these business financing transactions helps her to serve LifeCycle clients well. As former CEO and Compliance Director of investment banking firms, she has conducted numerous capital raises from private placements through IPO’s. She has serviced self-employed entrepreneurs running lifestyle businesses through mid-sized emerging market executives. And, she has assisted founders in their start-up phase through going concerns exiting their enterprises at the right time.Lorette is a navigator in the New Capital Market, helping entrepreneurs manage the convergence of new securities regulations and technologies that level the playing field for entrepreneurs to control their capital raising prospects. From private placements through mini IPOs, raising significant capital today is only limited by the entrepreneurs’ imagination and motivation.
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Chief Investment OfficerDiversified Advantage Group Inc. Jan 2016 - Oct 2016daGROUP is a private equity and management firm created by experienced business owners, real life founders and C-level executives, individuals who have experienced a wide variety of challenges associated with owning, managing, growing, and exiting a business. We share a practical approach that is not founded on business theories, but in real-life, hands-on experience. Lorette spearheads and leads enterprise wide fundraising operations for the benefit of sprouting Angel Investors and their portfolio companies. Assisting with the development of collateral materials for investor engagements, fund and portfolio management, compliance procedures and investor relations.Developing training programs for pitch competition participants, capital market training for founders and regulatory compliance best practices for self-issuers. Coordinating with leadership to develop the daGROUP Advisory Services business model and back office support.
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President & CeoCommandopds Mar 2007 - Dec 2012Owner and President of Commando Patrol & Detective Services, a privately held security contracting firm providing security services in the DC Metropolitan tri-state area for over 45 years. Offering armed and unarmed security guard services for numerous private, commercial, construction, housing, industrial, and government clients. This certified W/MBE enjoys a stellar reputation with both clients and peers garnered from its years of providing excellence in service and a spirit for collaborating on larger projects with various teaming partners.
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Acquisitions AdvisorBurley & Associates, Inc, Jul 2005 - Mar 2007Provided small businesses with professional mergers & acquisition services that mirrored offerings of larger scaled operations. Buy & sell side consultancy services assisted this niche market with experienced guidance for transactons ranging from full arms length stock sales to management turnovers to sales of particular assets. Whether utilizing acquistions as a part of a companies growth strategy or selling the business as a function of a planned exit strategy, Lorette comes prepared ensure her clients' are afforded the best deal for the circumstances presented.
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PresidentGrowth Strategies, Inc. 2001 - 2005Provided small business brokerage and consulting services. From assisting small businesses and budding entrepreuners with their acquisition to divestiture strategies to helping a local chamber and its membership with business development and capacity building processes. Lorette's business development assistance incorporated building business plans, terms sheets, company valuations and deal structures.She has walked with numerous clients throuh successful transitions and some requiring business dissolutions.
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PresidentFairchild Financial Group 1996 - 2001Served as CEO, President, COO, and Director of Compliance with two full service investment-banking brokerage firms. Managed a workforce consisting of 7 offices with 300+ employees and overseeing syndicate functions for corporate finance activities, due diligence reviews, deal structuring, negotiating underwriting contracts for private placements, IPO’s, and secondary offerings.
Lorette Farris Skills
Lorette Farris Education Details
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Adelphi UniversityParalegal Studies -
New York Institute Of TechnologyAccounting And Business/Management
Frequently Asked Questions about Lorette Farris
What company does Lorette Farris work for?
Lorette Farris works for Iboss, Inc.
What is Lorette Farris's role at the current company?
Lorette Farris's current role is CEO and Business Strategist.
What is Lorette Farris's email address?
Lorette Farris's email address is lo****@****ok9.com
What is Lorette Farris's direct phone number?
Lorette Farris's direct phone number is +141065*****
What schools did Lorette Farris attend?
Lorette Farris attended Adelphi University, New York Institute Of Technology.
What skills is Lorette Farris known for?
Lorette Farris has skills like Entrepreneurship, Strategy, Management, Leadership, Start Ups, Business Development, Strategic Planning, Mergers And Acquisitions, Business Planning, Small Business, Strategic Partnerships, Marketing.
Who are Lorette Farris's colleagues?
Lorette Farris's colleagues are Lola Thompson.
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