Business Advisory
High-level financial leadership without the overhead
Strategic guidance to help you make informed decisions and reach your goals faster. Business advisory isn't a product, it's a partnership. Most costly business decisions aren’t made because of bad intentions, they’re made without enough information at the right time. After 40+ years of experience with companies of all sizes across different industries, we can easily pivot and customize solutions to your unique needs.
We understand that no two businesses face the same set of challenges. When you work with us, you're not just getting technical expertise, you're gaining a sounding board, an accountability partner, and a team that knows how to translate numbers into strategy and strategy into results.
“They’ve helped in countless ways over the decades. We seek their counsel in most major decisions and have tremendous respect for their input and advice.”
Mike B.
Make us your first call
We aren't the team you call once a year for taxes. We are a strategic partner helping you decide when and where to spend so you understand the impact on your financial goals and tax savings. From in-the-moment support to scheduled meetings, our team is here to support you as you grow, now and for generations to come.
HOW IT WORKS
✔️ Retirement planning
✔️ Investment decisions
✔️ Profit management
✔️ Adding team members
✔️ Large purchases
✔️ Partnership changes
✔️ Liquidation events
✔️ Succession planning
✔️ Shareholder distributions
We have the most success with clients who call us first. It's harder (and more expensive) to deal with things after the fact.
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FRACTIONAL CFO SERVICES
Profit & Growth Advisory
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Financial Forecasting
Project future performance and plan for growth
02
Cash Flow Management
Optimize working capital and liquidity
03
Tax Strategy
& Planning
Strategic tax optimization integrated with your goals
04
Cost Segregation Study
Accelerate depreciation for tax benefits
Align your financial operations with your business dreams.
Our advisory process is as collaborative as it is structured. We want to understand your goals as a person, beyond the business. Most people started their own business for a reason. At The Garabedian Group, we believe the business should support your personal dreams and goals: more money, more freedom, more control over your life.
YOUR VISION, OUR EXPERTISE
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We start by getting to know you, your business, your financials, and your goals. Followed by a comprehensive assessment of systems, reporting, and processes to identify areas for improvement and efficiency gains.
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We establish a meeting cadence, reporting structure, and deliverables tailored to your business rhythm and goals. This action plan includes measurable goals, timelines, and monthly KPI tracking to drive results
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Ongoing phone/email support and regular check-ins to track progress, allow our team to adapt strategy, and provide ongoing, in-the-moment support to ensure you're always moving forward.
Who We Work With
We work with a number of different businesses across various industries, including but not limited to family-run businesses, multi-generation companies, owner-operated businesses in growth or transition, corporations, partnerships, LLCs, trusts and Estates, individuals associated with business entity. However, please note we do not work with non-profits, back taxes, or tax resolution cases.
FAQs
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Business advisory is about helping business owners make informed decisions before they become irreversible. It goes beyond compliance and reporting. Advisory focuses on timing, trade-offs, and long-term impact, using your financial information to guide choices throughout the year.
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Common situations where advisory support matters most:
Cash flow trends, not just balances
Profitability by activity, not just totals
Timing of income and expenses
Decisions that affect future tax exposure
Patterns that indicate risk or opportunity
Deciding when (or whether) to hire before payroll becomes a strain
Evaluating cash flow before taking on new debt or equipment
Understanding the tax implications of owner distributions before they’re taken
Planning for growth without creating operational or financial stress
Navigating transitions like succession, ownership changes, or scaling back
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Bookkeeping records what happened. Accounting explains it. Business advisory helps you decide what to do next. Our advisory services rely on clean financials, but the value is forward-looking to help business owners understand consequences before decisions are finalized.
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Business owners often seek advisory support when they’re facing change (growth, complexity, or uncertainty).
Hiring or expanding
Taking on debt or major expenses
Adjusting owner compensation
Preparing for transition or succession
Feeling unsure despite “healthy” numbers
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Advisory is most effective as an ongoing conversation, not a one-time event. Regular check-ins allow issues to be addressed early and opportunities to be evaluated thoughtfully, rather than reactively.
Advisory works when there is trust, transparency, and accurate information. Clear books, open communication, and a willingness to look ahead allow advisory conversations to be practical, not theoretical.
Get Started
It starts with a conversation. We don’t want to waste your time (or ours), but we need to make time to answer your questions. Tell us about your financial goals, and we’ll reach out to schedule a complimentary 30-minute phone call.