The Advisory Group, LLC is a professional services firm dedicated to the success of our clients. We serve as counselors, coaches, managers, and facilitators, bringing extensive experience and crucial objectivity to each engagement with energy, integrity and dedication.

Finance and Investments


When was the last time you had to make a decision that would impact your business? If you are a leader in your firm, you can probably think of a decision that had to be made not too long ago. Maybe you remember thinking at that time, “If only I had more information about the long-term effects of these options, or more about the tax implications, I would feel more confident in this decision.”

Business decisions — and business problems — present themselves each day for corporations, investors, and individuals. Given today’s business climate, these decisions are more complicated than ever.

But you don’t have to feel overwhelmed — The Advisory Group is here to help make your business decisions easier. Offering an unusual combination of strategic decision-making experience and sophisticated financial analytical skills, the principals of The Advisory Group bring years of real-world management experience to your problems.

Who are we?

The principals of The Advisory Group have been solving problems for years. Our CEO, CPA, CFO, and senior banking experience have helped other businesses succeed. Let us help you succeed in making the best decisions for your business today.


What do we do?

Based on our comprehensive range of practical experience, our clients receive sound business advice. The solutions we supply have been proven in diverse companies throughout the country.

While tailored to your needs, our services often can be identified in one of the following categories. Please click on the category to learn more about our experience and services:

Financing and Investment Banking — Does your business need additional capital for expansion or a different capital structure?

Corporate Finance — Does your business need some fresh ideas or some temporary expertise in finance?

Operational Analysis — Do you need help becoming more efficient? Are you satisfied with the information you are using to make business decisions?

Mergers and Acquisitions — Do you need help with the sale of your business or with acquisitions?

Investment Funds and Venture Capital — Would you like the opportunity to invest in real estate or private companies? Would you appreciate some advice on an investment you are considering?

Contract CFO — Do you need the services of an experienced, high-level CFO without the long-term commitment? Or do you need these services on demand to augment internal resources without the need for a full-time employee?

Litigation and Mediation Support Services – Do you need an expert witness in a complicated business, real estate or technology matter? Or do you simply need insightful input for your legal team?