Services
Neo Advisory works with founder-led businesses between $3M and $50M in revenue across three connected engagements — operational leadership, AI implementation, and M&A advisory. Most clients arrive needing one and stay for the sequence.
Fractional Executive Leadership
Embedded CFO and COO capability — monthly reporting, cash flow management, lender relationships, KPI design, process documentation, and exit readiness. The financial and operational infrastructure that supports both a better-run business and a higher valuation.
Business Optimization & AI Implementation
Targeted automation and operational improvement measured on EBITDA impact rather than novelty — cost reduction, vendor renegotiation, process redesign, and technology consolidation.
AI Agent Development
Custom AI agents built to your workflows and installed in your environment, or pre-built solutions configured and deployed quickly. Both routes are covered, with a path from one to the other.
M&A Advisory
Sell-side advisory for founders considering a sale or recapitalization, and buy-side deal flow for strategic and financial buyers in our target sectors.
Why these sit together
The work that raises a valuation — clean financials, reduced owner dependence, documented processes, automation that survives the founder's departure — is operational work, and it takes 12–24 months. Running it under the same roof as the eventual transaction means the people preparing the business already understand it when the process begins.
To discuss an engagement, email info@neoadvisory.ai.