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 custom business growth consulting and turnaround expertise to meet your specific needs and grow 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, opportunities and challenges that you and your business encounter every day. Our business advisory services and Board Member 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 weekly.
  • Four 1.5 hour video conference calls, based on a pre-determined agenda, to drive the business forward and address specific needs of the CEO.
  • Hands-on work and advice performed off-site by your CEO Advisor of 6 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 meetings, 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.
  • Private Equity Firm Offering: Porfolio Company and CEO Assessment Recommendations, and Execution of Growth and Value Building
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
  • Media
  • Web Development
  • E-Commerce
  • Media Services
  • Service Industries
  • Hardware/Peripherals
  • Engineering Services
  • Sales/Distribution
  • Professional Services
  • Healthcare
  • Medical Services
  • Private Equity Firm Portfolio Companies
  • Many Others

Service Offerings

CEO Advisor, Inc. provides a full range of business advisory services to meet your needs:
  • Business Planning/Forecasting
  • Strategy & Growth
  • Sales Management
  • Funding/Finance & Operations
  • Cost Reductions & Turn-arounds
  • Due Diligence Services
  • Mergers & Acquisitions Avisory Services: Buy-side and Sell-side
  • Growth Capital Advisory Services
  • Private Equity Firms: CEO and Underperforming Portfolio Company Assessment, Turnaround, Growth and Value Building
  • Interim CEO / CFO
  • Sales Strategy & Channel Development
  • Board Member Services
  • Other Advisory Services to meet your specific needs
CEO Advisor, Inc.
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Contact US
Address
23 Corporate Plaza Drive Suite 150 Newport Beach, CA 92660