Chad Sinclair

Energizer
DISC Type : I

Founder – Chief Financial Officer at OurCFO

Newport Beach, California, United States

Overview

Chad Sinclair is a finance executive and founder of OurCFO, specializing in scalable growth and financial transformation. A graduate of Oxford Brookes University and a CPA, he has a background in M&A at Deloitte and has raised over $450M in financing. He also serves as an Adjunct Professor of Investments.

In addition to his fractional CFO work, Chad is an Adjunct Professor of Investments at Vanguard University of Southern California.

Personality Overview

Believer

Informal

Relationship Oriented

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are people oriented, friendly and like creating new connections.

Topics They Care About

Mergers & Acquisitions
Managed M&A transaction services at Deloitte and executed strategic acquisitions as CFO at Trilogy Financial, expanding assets under management by over $350M.
Scalable Growth
Has a track record of scaling organizations from 20 to over 1, 000 employees and increasing quarterly revenue by more than 35% in previous CFO roles.
Fractional CFO Services
Founded OurCFO, an outsourced and fractional CFO business that services high-growth and established companies, focusing on business expansion, finance strategies, and restructuring.

Media Appearances

Chad has no verified media appearances

Work History

3-2022
Founder – Chief Financial Officer at OurCFO
3-2022
Founder at Hourli
10-2019 - 6-2022
Chief Financial Officer at Trilogy Financial
3-2018 - 10-2019
Chief Financial Officer at EP Wealth Advisors
1-2015 - 3-2018
Mergers, Acquisitions & Divestitures Manager at Deloitte

Education

Bachelor of Science - BS from Oxford Brookes University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Newport Beach, California, United States Job Level : Leadership Designation : Founder – Chief Financial Officer at OurCFO
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Insights For Selling To Chad

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Chad is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Chad

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Chad move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Chad take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Chad

Personality Compatibility


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