Financial Services Case Study - Prime Corporate Services

Professionalizing for Growth: How Y Scouts Helped Prime Corporate Services Find the Perfect CFO

Introduction

Prime Corporate Services, a firm that specializes in providing tax strategy, entity structuring, and personal credit services to entrepreneurs, was at a turning point. The company had grown rapidly, and both its CEO, Steve Harward, and investor, Roland Fraiser, recognized that the financial leadership needed to evolve to keep pace. The existing CFO, while loyal and capable in the early days, lacked the expertise to manage the complexities of a scaling business. To find the right leader who could guide Prime Corporate Services forward, they turned to us at Y Scouts.

Challenge

With the business moving beyond its startup roots, Steve and Roland needed a CFO who not only had the technical expertise to professionalize the company’s financial operations but also understood its unique culture and future vision. They sought someone who could bring the structure and systems necessary for continued growth, while also aligning with the entrepreneurial spirit of Prime Corporate Services.

Struggle

For Steve, replacing a long-time team member was a difficult decision, especially considering the importance of finding a perfect cultural fit. Roland had worked with other executive search firms in the past but felt many took a one-size-fits-all approach, leaving him concerned that the process would not deliver the tailored results Prime needed. Additionally, both Steve and Roland needed a solution that wouldn’t demand too much time from them, given the demands of running a rapidly growing company.

Turning Point

At Y Scouts, we stood out because of our methodical, stakeholder-driven approach. We didn’t just focus on technical qualifications but took the time to understand Prime Corporate Services’ culture, leadership dynamics, and long-term goals. We involved all key stakeholders in the search, ensuring that everyone who would interact with the new CFO was part of the process. This attention to detail allowed Steve to trust that when we presented candidates, they had already been thoroughly vetted and aligned with the company’s values.

Resolution

Thanks to our comprehensive process, Prime Corporate Services found the perfect CFO. The selected candidate not only had the expertise to help the company scale but also fit seamlessly into the leadership team. Steve, who had been initially concerned about the burden of the search, appreciated how we managed every detail, leaving him free to focus on running the business. Roland was impressed by the diversity and caliber of candidates and felt confident they had made the right choice.

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“When you have a hiring challenge, you need to bring in professionals. If you had a heart problem, you'd go to a doctor. If you needed legal help, you'd hire a lawyer. It’s the same with finding the right leadership. Y Scouts has a replicable system for making this happen, and they do it with care and quality.”
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Roland Fraiser
Investor in Prime
Corporate Services
“I felt like I was in the right pond from the start. Every candidate was high caliber, and I knew we were on the right path to finding someone that would take Prime Corporate Services to the next level.”
Steve Harward
CEO of Prime Corporate Services

Final Thoughts

We didn’t just deliver a hire for Prime Corporate Services; we found a leader who could manage the company’s financial complexities and drive its growth. Our meticulous approach, combined with a deep understanding of Prime’s unique needs, ensured that the company secured a CFO capable of guiding it into its next chapter of expansion.

Let Us Help You Find the Right Leader for Your Company

Y Scouts has a proven track record of identifying leaders who not only meet the technical requirements but also align with the company’s mission and culture. If you’re facing a similar challenge, let us help you find the leader who can drive your company forward. Schedule a free consultation today.

Real People, Real Results

“The biggest benefit of partnering with Y Scouts is I always felt they were invested in our company's growth, not just placing a candidate. They wanted as much success for our company as I did.”
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Scott Terrell
CEO of Liberty Tax
“I had a hard time finding the right COO until I hired Y Scouts. They went so deep into understanding not just the values but exactly who I needed, and their process was completely systemized yet super personable.”
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Shanda Sumpter
CEO at HeartCore Business
“Y Scouts was able to sift through candidates, pre-interview them, and ensure they aligned with our values before presenting them to us. That was key in finding the right fit.”
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Brendon Sarracino
Managing Partner at Sargon
“The level of preparation Y Scouts put into the search process is unmatched. By the time we talked to candidates, they were the perfect fit for my client.”
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Jake Karger
Executive Coach
“I've never worked with a recruiter or search firm that invested so much time and energy into understanding our culture before finding candidates. That made all the difference.”
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TJ Blandford
CEO at Woodbine Manufacturing

Connecting Purpose-Driven Leaders to Companies That Share the Same Values

Traditional recruiting is broken, but Y Scouts has the solution. We specialize in purpose-driven executive recruiting, ensuring your company connects with leaders who are not only highly qualified but also deeply committed to your mission, vision, and values.