Your Strategic Partner for Growth and Value Creation
Solomon Advisory brings Fortune 500-level financial expertise and strategic guidance to lower middle-market businesses. You get seasoned professionals who’ve seen it all. We partner with entrepreneurs and executive teams to build valuable, transactable companies.
Built on Real Experience, Not Just Credentials
Solomon Advisory was founded on a simple observation: small and mid-size businesses need real CFO-level expertise, but they can't afford (or don't want to commit to) a full-time six-figure executive hire.
The market is flooded with “fractional CFOs” who are really just bookkeepers with rebranded titles. They’ll produce financial statements, but they can’t think strategically about growth, capital structure, value creation, or exit planning. They’ve never managed nine-figure P&Ls, raised institutional capital, or closed M&A transactions.
We’re different.
Our team has held real CFO positions at public companies, private equity-backed businesses, and high-growth startups. We’ve raised eight-figure capital rounds. We’ve prepared companies for successful exits. We’ve been on both sides of M&A transactions. We’ve built financial infrastructure that scales.
This isn’t consulting theory. It’s operational experience. When you engage Solomon Advisory, you’re getting the same caliber of strategic financial leadership that serves billion-dollar companies – customized for your size, your stage, and your specific challenges.
How We Think About Business
Vision and Verification
We keep one eye five years down the road and one eye five inches in front of your face. Strategic vision without tactical execution is worthless. Daily actions without long-term direction waste time and money. Our team knows how to balance both.
Do One Thing Really Well
The businesses that create the most value focus on their core competency and execute it repeatedly, systematically, excellently. We help you resist the temptation to be mediocre at 26 things and instead dominate one thing.
Valuable AND Transactable
A valuable business is worthless if it can't be transacted. We help you build companies that are both genuinely valuable (strong cash flow, growing revenue, good margins) and transactable. Your wins are our wins.
Experienced Leaders, Not Entry-Level Staff
Solomon Advisory is a boutique firm built on a network of senior-level professionals. You work with experienced directors, controllers, and CFOs - not junior staff learning on your dime. You get a customized team based on your specific needs - not a one-size-fits-all service package.
Strategic Advisory & Fractional CFO Services
Former public company CFOs, private equity finance leaders, and investment banking professionals with experience managing $100M+ P&Ls and raising institutional capital.
Finance & Accounting
Controllers and senior accountants with Big 4 training and private company experience. These aren’t bookkeepers – they’re strategic finance professionals who think beyond transaction coding.
Human Resources
SHRM-certified HR directors with experience building HR functions from scratch, navigating multi-state compliance, and managing employee relations in growing companies.
Transaction Advisory
M&A professionals who’ve closed dozens of transactions, conducted buy-side and sell-side due diligence, and prepared companies for successful exits.
Industry Specialists
Professionals with deep expertise in behavioral healthcare, professional services, private equity, and related sectors where specialized knowledge matters.
Your Introduction to a Trusted Partner Awaits
Ready to Maximize Your Business Value?
Schedule a confidential consultation to discuss your goals and discover how Solomon Advisory can help you achieve them faster.
Aaron Solomon
Strategic Chief Financial Officer