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Trusted By:
Working 80+ hours per week with no clear path to freedom.
Missing out on profitable acquisition or exit opportunities.
Overwhelming stress and uncertainty.
Operational inefficiencies drain profitability and energy.
The business controls you instead of you controlling the business.
Your business is stuck, unable to break through to the next level.
If you decided to sell your business tomorrow, would it be positioned to capture its full value—or would you be leaving money on the table?
Has your business hit a plateau, and you’re wondering what it will take to break through to the next level?
Is your company’s revenue growing, but profits aren’t increasing?
Your Path to Freedom
Strategic executive-level guidance to achieve sustainable growth.
Discover Your Core Value Drivers
Understand exactly what makes your business valuable to buyers and investors.
Build a Strategic Roadmap
Gain a clear plan for scaling, acquiring, or positioning for exit.
Optimize Financial Performance
Know exactly what drives your profits—and fix what holds you back.
Reduce Operational Burden
Implement systems and processes that free up your time and energy.
Maximize Business Value
Position your business as transaction-ready for the best possible outcome.
Achieve Work-Life Balance
Stop working endless hours and start leading strategically.
You Don't Have to Navigate This Alone
I know what it feels like to be consumed by your business—working around the clock, feeling uncertain about critical decisions, and wondering if there's a better way. I've lived it. I've built, grown, and successfully exited my own businesses. I understand the weight you're carrying, and I'm here to help you break through.
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Experience You Can Trust
40+ Years of Strategic Experience
Investment banking, corporate finance leadership, and hands-on business ownership.
M&A and Exit Expertise
Deep understanding of what private equity and strategic buyers look for.
Proven Results
Helped clients reduce working hours by 50% while growing profitability and positioning businesses for successful exits.
True Partnership
We work alongside you and your team to execute the plan—your success is our success.
01.
Discover & Assess
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Review 3–5 years of financial performance
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Identify financial drivers, capital needs, and cash flow
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Evaluate benchmarks, reporting systems, and processes
02.
Diagnose & Plan
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Assess customers, vendors, and employee structure (roles, compensation, benefits)
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Review processes in sales, operations, and marketing
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Benchmark industry performance and competitive positioning
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Identify financial and operational gaps limiting growth or profitability
03.
Execute & Grow Together
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Define revenue and profit goals
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Set measurable objectives for teams
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Identify growth opportunities through acquisitions or synergies
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Implement business systems that drive results
The Orion Difference:
We don't hand you a plan and walk away. We execute together, side by side, until your business achieves the results you're seeking.
Our success-based fee structure ensures that compensation is aligned with the achievement of agreed-upon business results.
Testimonials
See what our satisfied clients say about the transformative power of our business advisory services.
Janine Fox
CloudSov Solutions
"Jay's strategic approach and deep understanding of digital marketing transformed our online presence."
Joe Harris
SmileBright Dental
"Jay's strategic approach and deep understanding of digital marketing transformed our online presence."
Travis Kelce
CEO of TechGrowz Solutions
"Jim helped us go from working 80-hour weeks to building a team and systems that allowed us to scale profitably. We knew our value drivers, made confident decisions, and prepared successfully for succession planning."
Are You Feeling Trapped by Your Business?
Your business is valuable, but maybe you feel like it’s running you—long hours, tough choices, and you’re unsure what’s next. The problem isn’t just hard work. It’s a lack of clear steps and knowing what makes your business special. That’s our job: to help you find what matters, create a plan, and build a business that gives you the freedom you want. With decades helping owners buy, sell, and grow, we’ll help you unlock your business’s real power, whether you want to scale, sell, or regain control of your time.
Download Your Free Checklist:
Is Your Business Transaction-Ready? The Ultimate Exit Preparation Checklist
Orion Advisory, LLC