Modern glass building reflecting sky

ABOUT ELEVATUS ADVISORY

About
Elevatus Advisory

About
Elevatus Advisory

Two partners. Four services. One clear mission: help founder-led businesses build more value — and give their owners more life.

WHO WE ARE

An accountant tells you what happened. We change what happens next.

An accountant tells you what happened. We change what happens next.

Elevatus Advisory is a Fractional CFO, Exit Advisory, Outsourced Accounting, and M&A advisory firm built for founder-led businesses generating $2M–$50M in revenue.

You know how private equity buys a business and makes it dramatically more valuable in a few years? We help founders do that to their own business — while they still own it. We show up as your CFO, your accountant, your growth strategist, and your M&A advisor. Not as a vendor. As a partner.

52+

Exits completed

17+

Years of advisory experience

186+

Businesses advised

Founded on a simple conviction.

OUR STORY

We’ve helped hundreds of business owners.

We’ve helped hundreds of business owners.

Elevatus was founded because we kept seeing the same story: talented, hardworking founders building real businesses — but without the financial infrastructure to see what was possible, make timely decisions, and grow their business to the extent if its potential.


They outgrew their financial infrastructure.

Most can’t afford a full-time CFO and frankly, don't need one.


What they need is an experienced hand on a part-time basis and backed by an experienced team to guide their next wave of growth.

Someone who shows up every month, runs the numbers, tells the truth, and helps them build their business.

Founders deserve the same financial edge that private equity brings — without giving up ownership to get it.

OUR FOUNDERS

Two Partners. One firm. Backed by an experienced team.

Two Partners. One firm. Backed by an experienced team.

Kit Mehta — Managing Partner

Kit Mehta

CVA, PMP

Managing Partner — Elevatus Advisory


17+ years across M&A, transaction advisory, and CFO advisory.


52+ exits and 186+ businesses advised.


Educated at the University of Michigan, with prior experience at national accounting and consulting firms including Crowe, Protiviti, and Moss Adams.

Affiliate Partner at Bristol Group - a national M&A Advisory group.


Deep experience with home service and trade contractors and professional services.


Financial leadership for founder-led businesses ready to grow.

Josh Alexander — Managing Partner

Josh Alexander

CPA

Managing Partner — Elevatus Advisory


16+ years across accounting, audit, and CFO advisory.


2x Forbes Best-in-State CPA.


Educated at Harding University, with prior experience at Turner, Stone & Company. Founding Partner at Alexander & Williams and J. Alexander Business Advisors.


Deep experience with non-profits, retail, professional services, and hospitality.


Helping owners get financial clarity so they can focus on what they love.



WHAT WE DO

Four services.
One experienced firm.

Four services.
One experienced firm.

All four services are offered individually or together in a single integrated engagement — one flat fee, one trusted team, one clear direction.

01

Fractional CFO

Board-level financial leadership without the full-time overhead.


We own your finances, set up the financial infrastructure to enable you to scale, and provide investor grade reports.

02

Outsourced Accounting

Clean books and reliable numbers delivered every month




03

M&A Advisory

Sell or Buy side Quality of Earnings. Investor decks, earnouts and other transaction support.

We also work with you to buy or sell a business in partnership with the Bristol Group.

04

Exit Advisory

Build and exit a business worth a premium - on your terms and timeline.


We work to improve both your profits and your defensible exit multiple.

WHY WE DO THIS

We believe more value shouldn’t cost you your life.

We believe more value shouldn’t cost you your life.

Kit and Josh are founders and advisors — but above all, they’re fathers, husbands, and family men of faith. They started this firm because they understand what’s at stake.

When a business is struggling, the founder feels it everywhere — at the dinner table, in their sleep, on the weekends.


When it’s thriving, so does everything around it.


That’s what we work toward: financial clarity, sustainable growth, and a business that gives you your time back — for the people and moments that matter most.


Further, we had seen far too many business owners leave money on the table by not growing their business to its true potential. Value, that private equity or a large competitor eventually captures.


We philosophically believe that growth belongs to the backbone of the American economy - the founders and their families.

“We built this business to help other founders build theirs while getting their life back — let's grow together.”

Family enjoying golden hour outdoors — what we work for

HOW WE WORK

Principles that define every engagement.

Principles that define every engagement.

01

Integrity First

We will always tell you the truth about your numbers, even when it’s uncomfortable. We only recommend what we truly believe is right for you — full stop.

02

Radical Clarity

No jargon, no hedging, no 50-page decks. You get the clearest view of your business and a plan you can act on right now.

03

Partnership Rooted in Respect

We honor everything you’ve built. We respect your team, your time, and your goals — and we show up as a partner, not a vendor.

04

Accountability to Results

We measure success by outcomes: stronger cash flow, better margins, smarter decisions, and enterprise value that compounds.

Modern glass building — build something worth having

LET’S TALK

Let's evaluate and diagnose your business.

One conversation. No pitch, no sales talk. We’ll give you an honest read on your business, what’s possible, and how we can potentially help.

Modern glass building — build something worth having

LET’S TALK

Let's evaluate and diagnose your business.

One conversation. No pitch, no sales talk. We’ll give you an honest read on your business, what’s possible, and how we can potentially help.

Elevatus Advisory is a growth oriented fractional CFO firm laser focused on growing enterprise value for founder-led businesses generating $2M–$50M in revenue.

Elevatus Advisory LLC provides fractional CFO and growth advisory services. We are not a licensed CPA firm and do not provide tax, audit, or investment advice. Results are not guaranteed.