Craig Cook

Wildcard
DISC Type : ics

Founder & CEO at Equitas Strategic Partners

Nashville, Tennessee, United States

Overview

Craig Cook is the Founder and CEO of Equitas Strategic Partners, a firm providing strategic financial leadership to small and mid-sized businesses. A graduate of Belmont University, he specializes in establishing accounting procedures, M&A, and financial planning. He is an active member of organizations like the Exit Planning Exchange (XPX) and EO Nashville.

Originally from Missouri, Craig has fully embraced Nashville since arriving for college. His commitment to service is evident through his active community involvement, including his participation in the Nashville Area Chamber of Commerces Leadership Connect program and serving as the Finance Committee Chairperson for the Rotary Club of Nashville.

Unique fact: Early in his career, Craig honed his service-oriented personality by selling mens suits at a department store.

Personality Overview

Friendly But Slow

Requires Proof

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

SME Financial Strategy
He founded his firm to provide small and mid-sized businesses with strategic financial leadership, accounting procedures, and M&A guidance.
Nashville Community
Actively involved in the Nashville community as a member of the Leadership Connect program and the Finance Committee Chair for the Rotary Club.
Supporting Entrepreneurs
As a member of EO Nashville, he presents on financial topics to fellow entrepreneurs and has judged student business competitions.

Media Appearances

Craig has no verified media appearances

Work History

1-2024
Founder & CEO at Equitas Strategic Partners
2-2022 - 11-2023
Director at NOW CFO
6-2019 - 11-2023
Consultant at NOW CFO
12-2018 - 4-2019
Senior Financial Planning and Analysis Analyst at Premier Parking
4-2018 - 12-2018
Treasurer/Sr. Finanical Reporting Analyst at Orchids Paper Products Company

Education

BBA from Belmont University

More Information

Social Presence :

Prographics :

Exp : 21 Location : Nashville, Tennessee, United States Job Level : Leadership Designation : Founder & CEO at Equitas Strategic Partners
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Insights For Selling To Craig

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Avoid winging it with them particularly, answer a question only if you know the answer well

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Craig is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Craig

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Craig move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Craig take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Craig

Personality Compatibility


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