CPA / Accounting Advisor
Reporting quality, normalized earnings, controls, tax questions, and cash economics.
For Advisors
Get the whole advisor team on the same page before specialist execution begins.
ERG gives the owner, CPA, CFO, wealth advisor, attorney, banker, and family office a shared enterprise picture before tax, legal, wealth, financing, valuation, or transaction decisions become urgent.
The advisor ecosystem
One enterprise picture. Better conversations across every specialty.
A business transition rarely belongs to one profession. ERG helps get all of the owner’s advisors on the same page — working from the same facts, the same priority issues, and the same view of the company — before each specialist acts inside their own discipline.
CFO / Fractional CFO
Planning, capital allocation, management information, operating cadence, and execution priorities.
Wealth Advisor
Liquidity, diversification, estate strategy, personal balance sheet, and owner objectives.
Attorney
Ownership, governance, succession, contracts, and structural readiness.
M&A Advisor / Banker
Process readiness, diligence, positioning, evidence, and execution timing.
Family Office
Family capital, governance, liquidity, succession, and generational objectives.
Where ERG fits
Diagnose first. Execute with the right specialists second.
ERG is designed to reduce fragmented advice, duplicated discovery, and late surprises — not to replace specialist work.
What does the owner actually want and over what horizon?
Readiness, value leaks, risks, owner dependence, priorities, and paths.
The owner and all advisors work from the same enterprise picture — the same facts, priorities, risks, and strategic paths.
Tax, legal, wealth, financing, valuation, operational, or transaction work happens where it belongs.
A useful referral trigger
When the owner knows something needs to change, but the problem is not yet one discipline's problem.
ERG is especially useful before a sale process begins, before succession becomes urgent, when owner dependence is uncomfortable, or when the owner wants a baseline before committing to a path.
Good moments to involve ERG
- 1–5 years before a likely transition
- Before selecting a transaction path
- Before major recapitalization or ownership change
- When advisor recommendations are fragmented
- When the owner wants a baseline before acting
A shared starting point