Business Advisory

CEO Advisor, Inc. offers two levels of business advisory services to CEOs, Presidents and business owners of small and mid-size businesses. As your trusted business advisor, we provide personalized advisory services to prepare your company for a sale, turnaround expertise to meet your specific needs, and growth advisory services to take your business to the next level. By specializing in small to mid-size businesses, we focus on the growth, planning, opportunities and challenges that you and your business encounter every day. We also assist you in creating an optimal exit strategy and work with you and your company to prepare for a future sale. Our business advisory services are both affordable and effective to meet your specific needs. Call (949) 629-2520 for more information.
BOOK A FREE CONSULTATION

Business Advisory Offerings

15 Hours per Month
  • Goals set up front and weekly video conference calls to ensure progress on a weekly basis.
  • Four 1.5 hour video conference calls, based on a pre-determined agenda, to drive the business forward, address specific needs of the CEO, and meet the prioritized goals.
  • Plus hands-on work and advice performed off-site by your CEO Advisor of 9 hours per month.
20 Hours per Month
  • Goals set up front and weekly on-site meetings or video conference calls to ensure progress weekly.
  • Four 2-hour hands-on weekly video conference calls, based on a prepared agenda, to drive the business forward and address the specific needs of the CEO.
  • Plus hands-on work and advice performed off-site by CEO Advisor of 14 hours per month.

Industries Served

CEO Advisor, Inc. is a specialist in providing business advisory and exit strategy services to CEOs and owners of small to mid-size businesses. We specialize in software, technology, media companies and professional service firms and many other industries, and we service a wide range of market segments by drawing from our depth of experience and expertise. Our clients are from the following industries and many others:
  • Software
  • Technology
  • Digital Services
  • Web Development
  • E-Commerce
  • Media Services
  • Healthcare
  • Medical Provider Services
  • Private Equity Firm Portfolio Companies
  • Light Manufacturing
  • Service Industries
  • Professional Services

Service Offerings

CEO Advisor, Inc. provides a full range of business advisory services to meet your needs:
  • Strategy & Growth
  • Business Planning/Forecasting
  • Cost Reductions & Turn-arounds
  • Exit Strategy
  • Preparation for a future Sale of Your Company
  • Private Equity Firms services
  • CEO Advisory Services
CEO Advisor, Inc.
Copyright © 2026 CEO Advisor, Inc. All rights reserved.
Contact US
Address
23 Corporate Plaza Drive Suite 150 Newport Beach, CA 92660