Business Advisory

Case Study

PBO Advisory Group provides qualified professionals who can help meet the growth demands of your company. Our veteran business consultants have led public and private companies in CFO roles, planned and launched start-ups, raised capital, bought, sold and merged businesses, supported companies in initial public offerings and guided clients through disasters. We support companies of all sizes in a variety of industries both domestic and international.

Whether your business is in growth mode, looking for an exit, is experiencing difficult challenges or is searching for funding, PBO Advisory can be the key in leading or supporting your efforts through:

  • Identifying areas that need attention and improvement
  • Developing advanced financial reporting including key performance indicators that track business goals and objectives
  • Developing strategy and comprehensive business plans
  • Measuring success of strategy and improvement efforts
  • Developing compensation incentive plans that align with your strategy
  • Providing recommendations for improved gross margins, profit, operational efficiency and leveraging use of assets
  • Implementing readiness and coordination for a potential business exit from initial buyer inquiries to transaction closing and post-sale integration
  • Assisting with public reporting requirements including implementation of IFRS standards, SEC filings and reporting (10Ks and 10Qs), annual reports and financial statement footnote support, accounting for a business sale transaction and purchase accounting, and SEC projects, such as restatements, debt offerings and IPOs
  • Providing business sale (stock or asset sale) mergers and acquisitions services; including coordinating due diligence support from initial offer; incorporating the new company into the financial reporting and accounting systems; and backfilling the accounting functions
  • Drafting of and assisting with the implementation of business disaster plans, designed to help companies work through a disaster and rebound post disaster

Companies experiencing turnover in their accounting department or experiencing significant growth will call on PBO Advisory’s seasoned professionals to prepare for their year-end audit. Whether you need help with account reconciliations, preparing lead schedules, supporting work papers or variance analyses call PBO Advisory to help meet the audit deadlines so you can keep up with your day-to-day operations.

PBO Advisory Group’s senior staff can provide assistance for public reporting requirements including SEC filings and reporting (10Ks and 10Qs), annual reports and financial statement footnote support. In addition we can assist with SEC projects, such as restatements, debt offerings and IPOs.

Transitioning companies through mergers and acquisitions is just another way PBO Advisory Group can help companies manage their change. Our seasoned experts will assist with completing the appropriate due diligence work; incorporating the new company into the financial reporting and accounting system; and backfilling the accounting functions while the company’s staff works on special projects and on training new staff..

PBO Advisory Group assists companies in managing change by evaluating effectiveness and maximizing the performance of existing financial and reporting systems and processes, recommend and implement accounting and ERP system upgrades, qualify software and other technology suppliers, and provide project management. We also augment project teams during the implementation of ERP or core accounting systems.

Businesses need the assurance that, when another disaster strikes, they can respond quickly and effectively. With PBO Advisory Group’s Business Disaster Planning, you will receive a customized plan for quickly engaging your teams, activating contingency responses, providing work arounds, and much more, no matter what type of crisis you may be facing.

You will work one-on-one with a PBO Advisory Group professional to build an individualized Business Continuity Plan, based upon your specific business model and needs, designed to keep your business operating through multiple disaster scenarios and the unique set of obstacles each brings.

Our professionals will also help you build a Business Recovery Plan to restore your company back to normal – or a new normal – post disaster.

PBO Advisory Group’s highly skilled professionals have the finance and operational skills to ensure your organization’s needs will be met during a disaster and help you rebound quickly. Through our partner companies, we can also provide Information Technology and Marketing Communications /PR disaster planning.


Scott Palka, CPA, MBA, CFA

Consulting CFO / Member

Josh Siler, CPA

Sr. Manager, Business Advisory Services