Meet the Team
The Alternative Board of Greater Portland
Phil Fischer is a partner in Stratyx Business Value Consulting which operates The Alternative Board of Greater Portland (TAB), dedicated to helping small and medium sized companies achieve and grow to their full marketable value by developing their owner(s) and key employees into effective strategic and tactical leaders.
Phil's clients are able to clearly articulate their company's vision, align their teams around that vision, and develop and implement realistic plans that achieve business growth, sustainable profitability, work-life balance, and attractive exit options for the owners.
With both a technical and business background, Phil brings 20+ years of executive and management experience at multiple technology companies, in addition to his current role having coached dozens of business owners and their teams representing an exceptionally diverse group of local manufacturing and service industries.
Phil earned his MBA from The Stern School of Business at New York University and completed technical degrees at both Duke University (BS) and The University of Michigan(MS). He has been living and working in the Portland area for more than 25 years.
As a B2B CFO® Partner and Certified Business Transition Expert™, Frank is passionate about improving his clients’ cash flows from operations, removing barriers, and closing achievement gaps in order to maximize company value. Through his formal training and extensive experience Frank brings a unique combination of multi-disciplinary perspective and experience to your team. He helps to drive profits and cash flow, allowing owners to "work on" their businesses and not just "in them.” Frank provides owners the opportunity to reduce stress and worries, increase free time, wealth, and security, and raise company value. He guides companies to a higher level of success through a proven six-step process known as the GamePlan™.
Frank has a Master’s Degree in Accounting, and after receiving a J.D. from Santa Clara University, he left PricewaterhouseCoopers and public accounting to use his diverse educational and professional background to provide Chief Financial Officer services to a variety of companies. During his tenure at a software company, that company received the Global Frost and Sullivan Award for both Market Leadership and Growth Strategy Leadership. See Frank’s full bio at www.frankdanecfo.com
Mark Baker knows what it means to be a business owner, growing up in a small business family and having owned or been a partner in three businesses he understands the challenges. His primary focus today is working with C-level executives and owners of $5 -100 million dollar companies creating positive financial options that can benefit both executives and their employees.
Mark specializes in making his strategies “scalable” so that even start-ups can learn to implement and benefit from them. He has done financial counseling for over 30 years and has extensive experiences as both an investment and insurance advisor. His process with all clients comes from a holistic and comprehensive foundation that addresses debt, savings, protection, wealth building, succession and estate planning, all with optimum tax efficiency. Mark is a senior advisor with AXA Advisors in Portland, OR where he has access to over 60 insurance companies and nearly every investment available.
Codiligent uses best-in-industry practices to help small and lower mid-market business owners successfully sell their companies to third party financial and strategic buyers. Eric formed Codiligent in 2003 to provide a similar level of service that Fortune 500 companies expect from an M&A advisory group of an investment bank, but for businesses with less than $25 million in annual sales.
Proven systems and methodologies are used to analyze, value, and package businesses. A highly targeted marketing approach, customized for each business, drives demand from the most logical buyers. Codiligent's more comprehensive approach, designed to reduce uncertainty and encourage good offers, has consistently lead to the negotiation of higher prices, lower-risk deal structures, and a far lower-than-industry rate of post-due diligence deal adjustments.
In the 14 years prior to forming Codiligent, Eric’s career involved acquisitions, divestitures, capital formation, finance, and real estate development. He received a bachelor’s degree from Pepperdine University and an MBA from the University of Tennessee.