Profitable Ideas Exchange

Invested

September 2021

Current Investment

PIE is a leading provider of business development services for consulting and professional services firms. Founded in 2001, PIE has successfully positioned itself as a preferred business development service provider for COO’s, CIO’s, CFO’s, tax officers and other senior executives within Fortune 500 companies. Led by a dynamic management team, PIE continues to grow by adding “blue-chip” clients, expanding value-added services, and retaining and attracting high performing individuals.

Bozeman, MT

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“In addition to structuring an attractive financing package with terms and conditions that met our needs, Caltius’ significant experience with similar businesses and transaction types resulted in a smooth and efficient due diligence and closing process. We look forward to working with Caltius.”

Tom McMakin, CEO, PIE

www.profitableideas.com

Loans made or arranged pursuant to a California Financing Law License, where applicable.