“Gershon and his team were great to work with! They took the time to understand exactly what we needed and turned around high quality work really quickly! I highly recommend Gershon for all of your Strategic Finance and Analytical needs!”

Megan Dewar, Managing Director at Living Sounds Hearing Centre

“Gershon and his firm provided an excellent analysis for our firm of our internal costs and revenue. He took a rather complicated analysis and made it understandable to all employees within our organization that needed to understand the content.
He has also created extensive financial models for other business opportunities and ventures, allowing us to make sound decisions based on fact and likely projections. Gershon was always available for any questions or updates that we needed and was and is a pleasure to work with. We would warmly recommend him to any other company!”

Samantha Terline, President of Cedar Park Group Inc.


“I run a digital advertising agency, and I needed help building sophisticated financial projections and performance-based client billing models. What I needed done was complex, and way beyond my skillset to accomplish. I turned to Gershon and Imperial Advisory for help with this project. Gershon helped me to both refine the idea and structure of what I needed and executed the entire project on time. Our business has seen a significant YoY increase in revenue and average revenue per client due in part to Gershon’s outstanding work. Imperial Advisory worked closely with our team throughout the project, iterating and tweaking the final deliverables multiple times throughout the process. Their communication was superb; I reached out often, and never had an issue getting in touch to discuss the details of the project. If you’re looking for CFO services, and you’re not sure you need a full time or in house CFO, I recommend Imperial without reservation. They are true professionals, completely competent and most importantly, they deliver bottom line business results.”

Isaac Rudansky, CEO of AdVenture Media Group

“I can testify on the great job that Gershon has done for OptaZoom.com. Gershon is extremely sharp and knowledgeable in putting together the business financial plan and helping us analyze potential financial structures and their implications. He is patient, levelheaded and strives to meet a 100% satisfaction guarantee for his clients. I totally recommend Gershon Morgulis!”

Aaron Kosman, CEO, Founder at OptaZoom.com

“We came to Gershon at a point in our business when we felt – ‘What next?’ We felt that we were growing, but not in a healthy way. Our numbers were still not making sense after 4 years of hacking at our business. Gershon helped us sort it all out, and gave us really novel ideas to implement in the business that will hopefully pick us up and put us on the right path – thank you!”

Mrs Rebecca Friedman, Owner of
K2 Photography


“Gershon is truly remarkable. A few months ago I didn’t even know what a CFO does… I still have no idea what a CFO actually does… lol… But in very very simple language, it is super super helpful for anyone involved in a tech start-up (at any stage) to talk to Gershon and his team members to fix problems that you don’t even know you have.”

Mike Merkur, Co-Founder at Talmudy


“I am the CEO of Oxygen XL, a ARM (accounts receivable management) firm. I was at a point where I felt stuck. We were growing but I felt we were not reaching our potential as a business.

I reached out to the Imperial team to develop a plan to provide visibility and take the business to the next level. Bob came into the business and helped identify areas for improvement. He helped improve our cash flow projection process, identify profitability leaks, design bonus programs, and help with our culture and people issues.

He also helped coach me through difficult conversations and help evaluate some of our employees to ensure we had the right people in the right seats. Bob ultimately became the “CEOs best friend!”

The Imperial team is also currently helping guide us through the fundraising process of a new product we’ll be bringing to market.

As a result of this, I’m able to focus on more of what I do best since I know my finances and strategy are well taken care of.

I’d recommend Bob and the Imperial team to entrepreneurs and business people looking for financial wizards or just a good team of strategic CFOs.”

Jonathan Abenson, CEO at Oxygen XL

“To launch a business means successfully solving problems.
Solving problems means listening”
–  Richard Branson  –