As the President of Credo Finance, Dan Lucas advises clients with a CFO mentality, in all aspects of accounting, finance, tax, operational strategy and best practices. He also directs the Credo team in establishing the strategies for the growth of the firm and continually raising the bar on its standards of exceeding clients’ expectations.
In 2004, Dan simultaneously founded Bordwok Enterprises, LLC and Credo Financial Services, LLC. These two entities allowed Dan to provide hands-on leadership and financial management services for various private companies and REITs (Real Estate Investment Trusts).
He has accrued broad financial experience working with companies ranging in revenues from $50,000 to $60 billion. This work includes leadership roles with a large public accounting firm, two different marketing agencies, several real estate investment and/or construction companies, a Fortune 15 healthcare technology and pharmaceutical company, just to name a few.
Dan has worked with technology services, software, real estate, retail, manufacturing companies, professional services firms (mainly law firms and marketing services), marketing/advertising agencies, dental practices, medical practices, and various other industries, providing each with the specific financial guidance needed to establish sustained business growth and financial health.
Jim Millar is a principal of the Vine Group, which he founded in October of 1998. The Vine Group is a business advisory group providing strategic planning, valuation analysis and financing assistance to growing businesses. The Vine Group has assisted several companies in raising capital for growth, selling company assets/stock for appropriate valuations and executing the acquisition of strategic businesses.
From 2008 until 2012, Jim also was a Managing Director at Focus Investment Banking and head of their Healthcare and Life Sciences Practice. He has over 20 years of financial and business expertise plus extensive management and business development experience as a senior executive with both large and earlier stage companies. Mr. Millar has advised, managed or led over 100 transactions with an aggregate value of over $1 billion. His expertise includes private placement of debt and equity, mergers, acquisitions and divestitures, valuation services, business formation, strategic planning and corporate finance.
From, 1993 to 1998, Mr. Millar served in various senior financial and operating positions with TheraTx, Inc., a fast growing healthcare services company based in Atlanta. His positions included Corporate Vice President of Strategic Development where he was involved in the identification, valuation and integration of strategic acquisitions for the company. In this role, he assisted with the company’s successful IPO in 1996 that fueled the rapid growth of the company via acquisitions Prior to 1993, Mr. Millar held various senior level corporate development positions with private middle market companies with the primary responsibilities of strategic planning, acquisitions and divestitures and growth financing.
Mr. Millar received his B.A. in Economics from the University of Virginia and both a Masters of Health Administration and a Masters of Business Administration with a concentration in Finance from The University of Chicago.