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Lance Gordon
Business Valuations - Company Valuations - Forensic Accounting - Corporate Advisory
Professional Background
Lance Gordon is an accomplished Fellow Chartered Accountant (FCA), a testament to his expertise and commitment to excellence in the accounting profession. As the founder and director of Pentagon Corporate, Lance has carved out a niche focusing exclusively on Business Valuations, Corporate Advisory, and Litigation Support, including Disputes & Forensic Accounting. At Pentagon Corporate, Lance emphasizes personalized service, ensuring each client, regardless of size or industry, receives tailored attention and the highest caliber of work delivered by senior professionals.
Lance's career has been marked by significant roles in esteemed organizations within the finance and accounting sectors. Prior to establishing his own firm, he held prominent positions, including Vice President at Credit Suisse Corporate Advisory Services and Senior Associate at Benson Partners Corporate Advisory. His extensive background highlights his versatility and deep understanding of corporate finance, which is the cornerstone of the services his firm now provides.
Education and Achievements
Lance Gordon's academic journey is as rich as his professional one. He holds a Bachelor's degree in Commerce with First Class Honours in Finance, Accounting & Finance from Monash University. In his pursuit of advanced knowledge and specialization, Lance continued his education at Kaplan Professional, where he earned a Postgraduate Diploma in Corporate Finance. Adding to his repertoire, he has also completed his Chartered Accounting education under the auspices of Chartered Accountants Australia and New Zealand.
Through his commitment to ongoing education, Lance has seamlessly blended his academic pursuits with real-world applications, allowing him to stay ahead in the ever-evolving landscape of financial services. His qualifications also include a Graduate Diploma in Applied Finance, which complements his capabilities in business valuations and forensic investigations.
Notable Achievements
Lance's contributions extend beyond his current role at Pentagon Corporate. He has actively participated in the financial education sector, previously serving as a CFA Review Workshop Presenter in Corporate Finance at Kaplan Professional. His expertise in valuations, advanced valuations, mergers and acquisitions (M&A), and corporate finance has made him a sought-after facilitator and assessor in discussion forums at Kaplan.
In addition to his educational roles, Lance has also contributed his knowledge to corporate training companies, taking on a leadership role as a course leader. His experience as a lecturer at Macquarie University further solidifies his reputation as an expert in his field. These various positions highlight Lance's commitment to sharing his knowledge and fostering new talent in the finance sector.
Lance's professional journey is further enriched by his involvement in practical applications of his expertise. His task force work in applied valuation at Kaplan Professional underscores his proactive approach to professional development and industry advancements.
In summary, Lance Gordon is not only a leader in the fields of business valuations and corporate advisory but also a dedicated educator and mentor. His journey through prestigious roles, combined with a strong educational background, underscores his extensive knowledge and commitment to providing high-quality services in the small to medium market segment. At Pentagon Corporate, Lance continues to build on this legacy, delivering exceptional service with an unwavering focus on client success.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.