Advoke Advisory provides fractional CFO and business consulting services to small and medium-sized businesses. We engage with our clients on recurring, monthly engagements as well as on short-term projects. Our clients generally do not require, or do not have the resources to support a full-time, high-level finance executive.

OUR APPROACH SETS US APART

RESPECT FOR THE Entire TEAM…

Soft skills are critical and are too often overlooked. Advoke Advisory recognizes that you and your team know your business better than anyone. We are a facilitator, not a "disrupter". While we will enhance your knowledge, you have a better grasp of how well your environment responds to change. Our humble approach to your business is evident from day one as we make a point to engage the entire leadership team to encourage buy-in. This affords us the freedom to be tactfully direct without ruffling feathers. We are just as comfortable talking with your warehouse worker or customer service agent as we are working alongside your executive team. We NEVER show up as a "know-it-all", proposing immediate changes with no input or feedback from the team.

you are the visionary, ADVOKE IS the integrator…

Most businesses have their day-to-day bookkeeping covered, but lack someone who can distill historical financial data to guide future decision making. Advoke Advisory can fill that void. We'll help you set clearly defined, multi-year goals and use what we learn about your business to document a detailed growth plan. That plan can include dynamic sales forecasting and cash flow models that align with company-wide and employee specific performance goals, progress benchmarks and employee bonus plan metrics. We lead team meetings to ensure that they are well-oriented with the growth plan and avoid unproductive deviations.

Not every engagement needs to be long-standing. You may be looking for some targeted advice that is better served coming from someone who is innovative and not "too close" to the situation. We serve a variety of one-time needs, everything from transaction services and scouting new locations to ERP maximizations.

A Fresh set of eyes…

Our Services

  • Proper planning is vital to success. A clear, consistent, goal-driven message delivered from the top down greatly improves outcomes. Advoke acts as a partner for business owners by outlining achievable goals and developing plans and key performance indicators against which to measure their success.

  • Optimizing processes and effectively using available technology reduces overhead costs and eases operational constraints. Advoke familiarizes itself with the operational and administrative processes employed within its partner businesses, explores opportunities to automate and assists in implementing new processes.

  • Transition is inevitable in business and seemingly simple changes can grow into major disruptions. Advoke consults with its business partners on preparing for change and guides them through the process. These engagements span from managing the messaging surrounding an owner exit to aiding businesses with closing or selling a component of the business.

  • Businesses owners are busy. They find themselves preoccupied with operations and focused on growth opportunities leaving little time to look at past financial performance as a guide for future improvement. Advoke initiates scheduled reviews of financial performance and prompts concise discussions using actionable data

  • It can be frustrating when there is an abundance of data available that could influence business decisions, but no way to readily examine that data. Advoke specializes in extracting useful data and correlations to guide future decisions.

leverage our experience

When you engage Advoke Advisory, our years of experience immediately become yours. Our consultants have worked in a variety of industries and capacities. We have been CFOs of restaurant groups, auditors and business valuators. We have helped established businesses expand, aided early-stage companies with growth strategies and capital raises, and advised established franchisors with developing financial processes and procedures. Our consultants have an eye for process improvement and opportunities for system integrations. We recognize the importance of frequent, reliable and actionable data.

Engage us on a one-time or ongoing basis and let’s craft a plan so that we can enjoy your success together!

“An organization’s ability to learn, and translate that learning into action rapidly, is the ultimate competitive advantage.”

– Jack Welch

Contact Us

Reach out and let us know what we can do to help. The more detail the better. Give us 1-2 business days to ponder and get back to you.