Lorette Farris

CEO & Business Strategist @Iboss, Inc

Baltimore, MD, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2013 — Present

CEO & Business Strategist @Iboss, Inc

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Baltimore, MD, US

Driving 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.

EDUCATION

1985 — 1987

Adelphi University

Paralegal Degree, Paralegal Studies

1981 — 1983

New York Institute of Technology

Associate's degree, Accounting and Business/Management

SKILLS

BusinessRisk ManagementMergersContract NegotiationSellingStart-UpsMergers & AcquisitionsSmall BusinessEntrepreneurshipTeam LeadershipProcess ImprovementExecutive CoachingAccount ManagementDue DiligenceChange ManagementProject PlanningLeadership DevelopmentSalesExecutive ManagementBusiness PlanningOperations ManagementBudgetsFinanceLeadershipStrategic PartnershipsMarketing StrategyPublic SpeakingStrategyManagement ConsultingSecuritySales ManagementTrainingNew Business DevelopmentGovernmentDirect SalesConsultingNegotiationCoachingTeam BuildingManagement

ABOUT LORETTE FARRIS

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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