About Elevatus Advisory
ABOUT US
WHO WE ARE
An accountant tells you what happened. We change what happens next.
OUR TEAM
Human Judgment. AI Leverage.
Elevatus combines founder-level financial leadership with a trusted network of specialists and modern analytical tools—so clients get broader capability without unnecessary overhead.
OUR FOUNDER
Meet Our Founder
Experience
17+ years across M&A, transaction advisory, and CFO leadership
Credentials
CVA, PMP. Partner at Bristol Group, lower middle-market M&A.
Track Record
52+ exits and 186+ businesses advised.
Recognition
IBBA & M&A Source award winner. WSJ Bestselling Co-Author of the book: Success Mindsets..
BUILT FOR FOUNDER-LED BUSINESSES
Deep human experience, amplified by AI.
A Partner leads every client relationship and stays close to the decisions that move value. Behind each engagement is a flexible team of experienced specialists and technology-enabled workflows that expand analytical capacity, accelerate execution, and keep the work focused on results—not overhead.
Our team blends seasoned financial judgment with AI-enabled analysis, reporting, modeling, and execution support. You get senior perspective where it matters — and intelligent leverage where speed, precision, and scale matter most.
Experienced Specialists
Our specialists have extensive experience working with small businesses and hold CVA, PMP, CPA, CA, and MBA qualifications.
Operator Perspective
Business owners and advisors who understand payroll, cash constraints, growth pressure, and decision fatigue firsthand.
Cutting Edge AI
Modern tools and AI-enabled workflows improve speed, visibility, and analytical depth while senior judgment remains accountable for every recommendation.
Analytical Leverage
Analytical depth, documentation, reporting support, and AI-assisted workflows give the engagement more horsepower without adding complexity.
WHAT DRIVES US
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Our Work Is Tailored To You
Every recommendation is built around your business model, goals, and growth stage—ensuring strategy translates directly into measurable results.
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Designed To Pay For Itself
We focus on measurable value creation that should materially exceed your investment over the course of the engagement.
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Unlimited Support
Bi-weekly working sessions, a monthly CFO Growth Report, and ongoing support by email and Slack. You can also schedule a call with us anytime —so decisions don’t wait for the next meeting.


