Tired of Being the Middleman Between Your Advisors.

When advisors operate in silos, important decisions become slow, stressful, and inconsistent. We unify your advisory team, streamline communication, and create one clear path forward for your business.

What is the Advisor Alignment Strategy?

Advisory Alignment is a structured, quarterly process that coordinates with your trusted advisors. Your CPA, attorney, banker, wealth advisor, insurance partners, M&A advisor, and others. We ensure every professional is informed, aligned, and working toward the same objectives.

The Results

  • Quarterly Advisor Alignment Meeting

  • Unified Financial & Strategic Roadmap

  • Coordination with all advisors

  • Risk, tax, and financial planning alignment

  • Strategic updates before major decisions

Most owners don’t have a board of advisors, even though their business has reached the size or complexity that warrants one. Through our Advisor Alignment Strategy, we create the functional equivalent of a board—bringing your CPA, attorney, banker, wealth advisor, and other professionals into a single, structured quarterly meeting.

You get board-level clarity and discipline, without the formal board structure.

FAQs

  • Advisor Alignment is a structured process where we coordinate your CPA, attorney, banker, wealth advisor, insurance partners, and other key professionals. Most business owners receive fragmented or conflicting advice because these advisors operate in silos. We bring them together so every decision supports one unified strategy.

  • Your advisors each handle their own area—but they rarely communicate with each other. We serve as the central hub, ensuring tax strategy aligns with legal structure, banking decisions align with cash flow, and financial planning aligns with your long-term business goals. This creates clarity instead of competing recommendations.

  • No. We don’t replace them—we make them more effective. Your existing advisors stay in their roles. We simply organize, coordinate, and unify their insights so everyone is working in the same direction.

  • Typically:

    • CPA / Tax Advisor

    • Attorney

    • Banker / Lender

    • Wealth Advisor / Financial Planner

    • Insurance & Risk Advisor

    • M&A Advisor (when relevant)

    Any professional influencing your financial or strategic decisions can be included.

  • We lead a structured session with you and your advisors to:

    • Review financial performance

    • Discuss upcoming decisions

    • Identify risks and opportunities

    • Align tax, legal, banking, and planning strategies

    • Assign action items with clear ownership

    You get a unified direction and a documented plan moving forward.

  • You gain:

    • Clear, consistent strategic guidance

    • Faster, more confident decision-making

    • No more being the “middleman” between advisors

    • Reduced risk of costly misalignment

    • A company that becomes easier to run—and easier to sell

    Alignment increases both efficiency and enterprise value.

  • Minimal. We handle coordination, preparation, and communication. You simply show up to the quarterly meeting and approve key decisions.

  • Most advisors welcome alignment because it makes their job easier and strengthens outcomes for the client. If someone is resisting, that’s often a sign of deeper issues—and we help navigate that conversation professionally.

  • This is an ongoing quarterly rhythm. The longer we work with your business, the stronger and more aligned your advisory ecosystem becomes. Most clients consider this a core part of their financial leadership structure.

We Are Your Finance Department As A Service.