About Us

Following our principal’s tenure at Chase Securities’ corporate bond underwriting group, he spent the next decade exclusively analyzing the financial health of publicly and privately held companies. More specifically, his focus was to spot early warning signs of the companies he was analyzing while informing investors of the negative trends so that they could react accordingly.

After observing countless companies fail because of poor financial modeling and/or slow reaction to negative trends within the company/industry, he decided to adjust his focus. After starting The Company Pulse his objective evolved into helping businesses succeed rather than merely reporting on a company that was about to go belly-up. In his own words, “It is far more rewarding to help a company continue to thrive than it is to watch the unraveling of a once prosperous business.”

Unlike other financial consulting firms, The Company Pulse is designed to be an affordable yet extremely effective partner by proactively identifying problems so as to avoid the need for expensive consultants that often become more of the problem than the solution. Our clients typically start off by taking The Company Pulse Test once or twice a year in much the same way we go to the doctor to get a physical. By doing this our partners are alerted of negative trends within their business before they cause irreparable harm.

In addition to The Company Pulse Test, we also provide more in-depth financial/analytical services for your business including a comprehensive analysis of current and historical financials, preparation of future profit and cash flow models, non-biased analytical reports for investors, ad-hoc industry research and also educational courses for employees.

Smithtown Chamber of Commerce Hauppauge Industrial Association