Business Advisory

CEO Advisor, Inc. offers three 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 mergers and acquisitions 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 and Private Equity firm portfolio companies, we focus on the growth, planning, opportunities and challenges that you and your business encounter every day. Our business advisory services are both affordable and effective to meet your specific needs. Call (949) 629-2520 for more information.
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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.
  • 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.
  • Three 2-hour hands-on weekly on-site meetings or video conference calls, based on a prepared agenda, to drive the business forward and address the specific needs of the CEO.
  • One 1-hour video conference call with your CEO Advisor.
  • Plus hands-on work and advice performed off-site by CEO Advisor of 13 hours per month.
30 Hours per Month
  • Goals set up front and weekly on-site meetings or video conference calls to ensure progress weekly.
  • Four Advisory Meetings of 2 hours each.
  • Plus 22 hours per month of hands-on work and advice by CEO Advisor performed off-site.

Industries Served

CEO Advisor, Inc. is a specialist in providing business consulting, growth capital and M&A advisory services to CEOs and owners of small to mid-size businesses, and to Private Equity firm portfolio companies. We specialize in software, technology and media companies and we service a wide range of market segments by drawing from our depth of experience and expertise. Each business advisor has worked in the following markets and many others:
  • Software
  • Technology
  • Digital Services
  • Web Development
  • E-Commerce
  • Media Services
  • Healthcare
  • Medical Provider Services
  • Private Equity Firm Portfolio Companies
  • Media
  • 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
  • Funding/Finance & Operations
  • Cost Reductions & Turn-arounds
  • Growth Capital Advisory Services
  • Mergers & Acquisitions Advisory Services: Buy-side and Sell-side
  • Due Diligence Services
  • Private Equity Firms services
  • Interim CEO / CFO
  • Sales Strategy & Channel Development
CEO Advisor, Inc.
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Contact US
Address
23 Corporate Plaza Drive Suite 150 Newport Beach, CA 92660