A Senior Voice in Your Corner.
Strategic counsel for owner-operators.
An ongoing engagement with a senior CPA who reads your monthly close, joins your quarterly reviews and pressure-tests the major calls — pricing changes, financing, hiring waves, acquisitions or exits — with the numbers in front of them, not in theory.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Advisory
Every engagement, considered.
The core of what's included when you engage PAG for business advisory.
Quarterly strategy reviews with a written agenda and follow-ups
Pricing, gross margin and unit-economics diagnostics
Debt, equity and lender-package strategy
Owner remuneration design (salary, dividends, RDTOH, CDA)
Independent sounding-board for hiring, partner and exit decisions
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, advising every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
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Independent, defensible valuations.
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