Jo-Ann F. Perfido, President
Ms. Perfido is the founder, President of
Compass Advisory Services, LLC. As the
Principal of the firm, she guides companies
as they navigate through the decision making
process of whether to merge, acquire, or sell
as well as advising on the transaction. Prior to
starting Compass, Ms. Perfido was the founding
member and Managing Director of CNL Advisory Services, LLC. Under her
direction the firm closed over $900 million of restaurant advisory engagements
and dozens of transactions.
Ms. Perfido brings 20 years of specific transactional expertise in both the
real estate and the restaurant industry. Ms. Perfido originally joined CNL
in 1991 and prior to founding CNL Advisory Services, served as Vice President
of Portfolio Management and Chief Accountant for the CNL Income & Growth
Funds, six different private partnerships managing over $120 million in restaurant-related business and real estate assets. Prior to CNL, Ms. Perfido spent more
than 10 years in senior management positions as Vice President of Finance and Controller with several diversified companies involved in real estate development, management, financing and syndication, marketing and leasing activities.
Ms. Perfido also previously worked with Laventhol & Horwath, an International
Certified Public Accounting Firm.
Ms. Perfido is a Certified Public Accountant, a Certified Valuation Analyst,
and holds her Real Estate Sales Associate License. She is a member in good standing of the American Institute of Certified Public Accountants and the
National Association of Valuation Analysts. Ms. Perfido has also passed the
Series 7 (General Securities Representative), Series 63 (Uniform Securities
Agent State Law) and Series 27 (Financial and Operating Principals)
Ms. Perfido holds a Bachelor of Science degree in Accountancy and a Masters
of Science Degree in Finance from Bentley College in Waltham, Massachusetts.
Ms. Perfido has held positions on the Board of Advisors to the Rollins College Hamilton Holt School Board, and the Board of the Orlando Chapter of the Association for Corporate Growth. In addition, Ms. Perfido has provided leadership to numerous other non-profit organizations.