Contact Neo Advisory

Get in Touch

Whether you are considering a sale, want to understand what your business is worth, or are looking for fractional executive support, we are happy to have an introductory conversation.

Call (239) 422-9933 or email info@neoadvisory.ai, and we will respond directly, normally within one business day.

Office hours are Monday to Friday, 8:00 AM – 6:00 PM Eastern. Weekend consultations by appointment.

Neo Advisory is based in Naples, Florida, and works with founder-led businesses across the United States.

What happens after you get in touch?

An initial conversation is confidential and carries no obligation. We ask about the business, the objective, and the timeline, and tell you plainly whether we are the right firm for it. If a sale is being considered, that first call is usually about readiness rather than process — what would need to change before going to market, and how long it would take.

Nothing is shared with any third party, and no information leaves the firm without your explicit instruction.

What to have ready

Nothing formal is required for a first conversation. It is more useful if you can speak to three things: approximate revenue and EBITDA, how dependent the business is on you personally, and what you are trying to achieve and by when. If you do not have clean figures, that is itself a useful starting point rather than a barrier.

Who we work with

Founder-led businesses between $3M and $50M in revenue, concentrated in the automotive aftermarket and business services. If you are earlier than that, or exploring rather than deciding, our FAQ and published research answer most questions without needing a call.