FOUNDATION
  • Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
HEALTH
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
GROWTH
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
VALUE
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple
MEET OUR SHERPA

Michael Stier

  • Area President
  • Director, Market Development
  • Charlotte Metro
  • Upstate South Carolina
  • Asheville Metro
  • Wilmington - Cape Fear

Michael Stier is a hands-on C-level executive and entrepreneur with a 35+ year track record of growing companies to scalable and profitable stages, with an industry focus at the intersection of technology and financial services (banking, wealth & asset management). He brings a broad base of expertise across functional areas to guide partners in strategy, entrepreneurship, financial management, M&A, operations / processes / KPIs, data intensive services, and business development.

Before FocusCFO

Michael was the founder & CEO of Adhesion Wealth, an industry disrupting Fintech platform (B2B SaaS) business focused on investment services, customer intelligence and content distribution to client firms nationwide. Over 18 years Michael and his management team grew the business to $13 Billion in managed assets, raising three rounds of private equity financing along the way. In late 2018, Michael completed a successful strategic sale of the business.

    Other Interests

    • Favorite vacation: Touring/ hiking the Greek Isles. Beautiful!
    • Favorite movie: The Godfather series, based on # of quotes I use
    • Something most people don’t know about you: Got caught in the middle of a military coup
    • Favorite activities: Tennis, hiking, coaching, home projects

What attracted you
to FocusCFO?

I have passion for building businesses. One of the aspects I really enjoyed with my prior business was building consulting relationships with the owners of the many small to mid size firms we served, understanding their unique business models & objectives, and providing guidance with growth and scalability. With FocusCFO I saw the opportunity to rekindle that same passion and enjoyment. To develop relationships with business owners and help them achieve their financial objectives.

Michael Stier is accredited as a Certified Exit Planning Advisor (CEPA) by the Exit Planning Institute.

Curated insights by Michael Stier

Success Stories
Camino Testimonial
Podcasts
Business Innovators with Mark Imperial
Podcasts
In the Loop: A Conversation with Michael Stier
Insights
In Focus: The Holy Grail of Buy-Sell Agreements
Podcasts
Michael Stier on the BuilderNuggets Podcast
Insights
Those Who Have Knowledge, Don’t Predict
CONTACT

Get in touch with Michael