"Loree's experience and skills played a critical role in helping navigate the complexities of a business acquisition. Her analytical skills were top-notch and her knowledge of the process proved invaluable. The resulting transaction created a significant growth opportunity that was able to nearly double in size within one year of closing. I have enjoyed a long-term trusting relationship with Loree and am extremely pleased with the outcome." - CEO
"I engaged Loree as a consultant during a period of transition for our firm. We required strategic decisions to be made regarding our shift to a SaaS distribution model, supplier negotiations and pricing. Loree guided us in developing a robust financial model of where our firm could go that informed our pricing and provided strategic reckoning. She also used her network to identify resources we could engage that helped us scale the financial operations for our reseller line of business. I would not hesitate to recommend Loree for any project that requires detailed analysis, a trustworthy ethic and insightful perspective." - CEO
“Loree is a very talented strategic thinker with strong financial and analytical skills. I enjoy her passion and practical operations approach to understanding critical business issues and working diligently to assist in the growth of the companies she is involved with. I appreciate her strong work ethic and know she will be tireless in anything she sets her mind to.” – Co-Investor and Fellow Board Member of Many Companies
“Loree Misch was extremely helpful during the process of our agency’s growth. With Loree’s guidance, we were able to find suitable space for expansion. Her business competence helped us to install practices, serve more clients efficiently, and become more profitable. I would highly recommend Loree as a consultant.” – Executive Director of Outpatient Healthcare Clinic
“I sleep more soundly at night because Loree helped us turn our small business investment “challenge” into a manageable situation. During my 20-year consulting career, I haven’t met anyone better than Loree at helping investors assess and navigate their entrepreneurial “situation.” Loree studied the partnership agreements and other key documents with a seasoned eye and performed an overall financial and risk assessment. We would NOT have had the time, experience or level headed tact to gain the insights Loree secured. We now have the leverage we need to implement better financial controls / transparency and no longer feel powerless to recoup our investments.” – Individual Investor
“Loree consulted with staff and directed major organizational changes in our clinic. She has a keen eye for and expertise in analyzing systems, facility procedures and resources to increase efficiency and effectiveness, resulting in our ability to provide better service to our clients. Loree has an impeccable work ethic as well as wit and a sense of humor. She is honest, direct and collaborative. Her gifts to our agency included her analytical expertise and ability to reorganize systems as well as her passion and commitment to personal growth and self care.” – Clinical Director, Outpatient Healthcare Clinic
“I worked with Loree for seven years on a joint investment that she was the point person for both Tamarack Capital and our firm. Loree was thorough, proactive, timely, and an excellent strategic thinker, all of which contributed mightily to a very successful investment for both of us. I would work again with Loree in a heartbeat and highly recommend her to others.” – Co-Investor
"We tasked Loree with finding a space for our growing business and only gave her the vaguest of idea of what we needed. She spent time with us and in short order presented the perfect place to us. The property was difficult to acquire, but Loree navigated us through the process, representing us as part of our team. We highly recommend her as a valuable resource, and we will continue our relationship with her as long as we're in business." – CEO
"Loree provided me with a very high level of professional service in selling my property portfolio in Bastrop, TX. It was a very unique portfolio that she was able to position and bring to a successful close! She presents a calm, respectable demeanor in all her communications. She is a real joy to work with and I would highly recommend her services." – Individual Investor