What Our Clients Say

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Carefree Boat Club of Lake Norman hired Fuse Financial Partners to set growth strategy and strengthen cash flow. The boat club has grown from 6 boats on Lake Norman to more than a dozen, and recently acquired a close competitor. Fuse Financial Partners continues to provide accounting and strategic advice as the club grows.

Free Business Plans at enloop.com

Fuse Financial Partners provides services for enloop, a powerful (and free!) on-line business planning tool. Check out our advice in the enloop blog.

AmeriStart is a Rock Solid Client
AmeriStart counts on Fuse Financial Partners for everything from bookkeeping to bank negotiations. Our partners have worked hand in hand with the AmeriStart team for more than 5 years to negotiate investor transactions, contract with customers, forecast sales and manage cash.

Laptop Lunches (aka Obentec, Inc.) is the leader in stylish, earth-friendly lunch boxes. Based in Santa Cruz, California, Laptop Lunches relies on Fuse Financial Partners to provide insight and data that helps improve pricing and distribution strategies. CEO Tammy Pelstring says, “Fuse Financial Partners is a real partner in helping us sell more of our eco-friendly Laptop Lunch Boxes.”

Ballancrest Academy is a fast growing pre-school with a unique science curriculum.  To take advantage of this dynamic market, Ballancrest needed better controls on cash flow and a plan for expansion and acquisition. After creating a complete cash management program and setting up accounting procedures, Fuse Financial Partners has begun helping Ballancrest Academy secure new lines of credit to fuel their continuing growth.

ShopBot Tools

ShopBot Tools asked Fuse Financial Partners to do a feasibility study on a new business idea. Our research and strategic planning identified a massive new market opportunity for this industry leader in Durham NC. Stay tuned!


DigiMusicBids is an early stage company that uses Fuse Financial Partners for strategic and finance advice. We have helped them apply for grants and venture funding. We have advised them on re-shaping their strategy and re-launching under a new brand. Stay tuned for more from this exciting group.

Feel Golf

Feel Golf first came to Fuse Financial Partners in the late 1990’s for help with their initial business plan. Over the years, we have helped them raise angel capital and build operations. When they became a publicly traded company, Fuse Financial Partners advised their board of directors.

Administrators from the Department of Energy contacted Fuse Financial Partners to evaluate Renewable Energy Grant applicants. Fuse Financial Partners helped the DOE decide which companies received over $2 billion in federal research grants and tax credits as part of The American Recovery and Reinvestment Act.

For nearly 9 years, Fuse Financial Partners founder David Worrell contributed small business finance articles to Entrepreneur Magazine. His monthly column, “Raising Money” was one of the most-read columns among the magazine’s 3 million readers. David’s feature stories (such as “Retire Rich” and “How to Really Sell Your Business”) regularly graced the cover of Entrepreneur.

When I told my banker that I hired Fuse Financial Partners, he smiled (which I’d never seen him do) and said flat out, ‘How much money do you need?’ This has been a real turning point in how I manage my business.”

-Lorie Galloway, President
LG Companies, Dallas, TX

From conceptual design to business execution, Dan Gotte of FUSE, guided and provided overall support to make Piedmont Speech, Language, and Learning a reality. Without his professional expertise, becoming a business owner would still be a dream.

– Kelley C., Founder
Piedmont Speech, Language & Learning

I have your book on Financial Statements, it is required reading for any client I accept that lacks the understanding … and recommended for most the rest.  The writing is just crisp and understandable without wasting a lot of time on those details they will never care about.

-Kirk Eklund, owner
The Eklund Group, Dallas, TX

Fuse Financial Partners has been instrumental in building my business model. They brought the breadth and depth of knowledge to provide insightful advice. Couple David’s business ethics to his talents and drive – you have an outstanding resource! If you are an entrepreneur in need of assistance, I highly recommend David.”

– Ameet Shah, Entrepreneur/Inventor

Dan has been an advisor to my tech start-up for the past two-years. In that time it went from just an idea to a fledgling business. I’ve been so impressed with Dan’s business savvy and personal network of experts, not only does he provide me with brutally honest feedback on where the company is and practical advice on where we need to go, but he has connected me with my technology advisor and marketing advisor who continue to be integral members of my leadership team. My experience with Dan really couldn’t be better. He responds to me with lightning speed, he always makes himself available to meet, he tells it to me straight and gives me pep talks when I’m feeling beat-up. He’s been with me from the beginning and I feel very lucky to work with him.

Lenore V., Founder / CEO

David has interviewed hundreds of business owners, experts, venture capitalists, bankers and more to help entrepreneurs find solutions to their business financing and management problems. He is a true expert in this field and uncovered the root of problems faced by entrepreneurs and powerful solutions and resources to match.”

– Peggy Bennet, Editor,
Entrepreneur Magazine, Irvine, CA

Fuse Financial Partners took the time to understand the entire business. They clearly get what it takes to raise capital and finance a business.”

– Nabeel Hyatt, Serial Entrepreneur/Investor/Advisor

David’s most recent post is outstanding IMO. This definitely isn’t my area of expertise, but I found his take on selling a business and valuation – using Shark Tank as an example – really interesting. I learned something new, and that’s the point, isn’t it?  Thanks, David!”

-Matt, Senior Editor,
D&B Digital, Seattle, WA

Your “Shark Tank” articles are the best I’ve come across. You never know when you might find yourself in front of “Mr. Wonderful.”

-Laurie Ludwig, CPA
Columbus, OH

I just found your Fuse Financial Partners website tonight and will spend the next several hours reading until my wife yells at me to come to bed… Outstanding information!”

– Stuart Smith, CFO
GunWay.com, Charlotte, NC

Why Call Fuse?

Discover the benefits of having a team of financial experts working for your business at a fraction of the cost of staffing internally! Contact us for a free business assessment. Or just pick up the phone...
David, Mac and Steve are looking forward to speaking with you!

5550 77 Center Drive #310
Charlotte, NC 28217
United States

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