We help founders gain financial clarity and achieve high value exits.
High Value Exits
High-value exits are earned, never given. They happen when a business has audit-ready financials, reliable forecasts, and dashboards buyers can trust backed by operations that scale. With clean numbers, strong systems, and a clear financial story, companies are positioned to command premium valuations.
Valuation Insights
Valuation insights translate financial and operational performance into proof of long-term value. By knowing the value of your business as it grows and the value being created along the way, you can make smarter decisions, demonstrate sustainable growth, and position the company for a strong exit when you want.
Isn't it time for your business to reach its true potential? Your greatest success is just around the corner.
LB Advisory was built on a simple truth: great companies don’t just happen by accident, they are built with intention. Behind every successful exit is a business that’s been prepared, financially, operationally, and strategically, to withstand scrutiny and command top value. Too often, founders pour their energy into growth but leave their financial and operational house in disorder. That disorder shows up in diligence, in negotiations, and ultimately in valuation. We exist to change that.
Industries
Agencies
Agencies grow fast but often lack systems that scale with them. With expertise in profitability analysis, resource allocation, and client-level financial clarity, we help strengthen margins and increase enterprise value.
Technology
Tech companies innovate quickly but can falter without financial structure. We establish disciplined forecasting, scenario modeling, and growth frameworks that attract investors and prepare companies for strategic exits.
Media
Media businesses thrive on audience and content but often struggle with monetization and scale. We bring financial discipline, ad revenue strategy, and operational clarity to help media optimize CPMs and prepare for acquisition.
Private Equity
Private equity demands precision, speed, and clean execution. We support PE firms and their portfolio companies with investor-ready financials, operational discipline, and value-creation strategies that maximize multiples at exit.
Publishers
Publishers face the challenge of turning audiences into sustainable revenue while managing rising costs and shifting platforms. We support publishers with clean financial visibility, streamlined operations, and monetization strategies that strengthen margins, scale audiences, and increase enterprise value
AdTech
AdTech companies operate in a fast-changing ecosystem where scale, data integrity, and monetization efficiency determine value. We help AdTech businesses optimize revenue streams, strengthen reporting systems, and build the operational discipline buyers and investors demand.
It’s all about the relationship
Our
Solutions
Strategy
Every great company starts with intentional planning. We help founders chart a clear path forward, whether it’s scaling operations, improving profitability, or preparing for a future exit. Through fractional CFO services and advisory engagements, we provide the strategic lens to align financial and operational decisions with long-term value creation.
Execution
Ideas only create value when they’re executed with discipline. We roll up our sleeves to implement processes, systems, and structures that bring strategy to life. From project-based initiatives like diligence prep and forecasting to ongoing operational support, we ensure your business runs smoothly, scales predictably, and is ready for investor or buyer scrutiny.
Insights & Analysis
Clean numbers tell a powerful story. We transform messy books into clarity with reporting, forecasting, and analysis that highlight the true drivers of growth. Whether through fractional CFO oversight, project cleanups, or board-ready presentations, we give founders the financial insight needed to make smarter decisions and the confidence to share their story backed by numbers that stand up under pressure.
It’s all about the relationship
Numbers usually do the talking. But sometimes, the words say it best.
"Working with LB Advisory transformed the way we managed our business. Liz introduced financial discipline and built systems that gave us real-time visibility into performance. Our margins improved dramatically, and our team was empowered to manage to the right metrics. It changed the trajectory of the business."
"While Liz is undeniably a finance and accounting expert, it is her strategic thinking, leadership skills, business acumen, curiosity and analytical abilities that set her apart from any other finance executive I have worked with"
"LB Advisory brings both strategic financial expertise and exceptional leadership. Liz guided our team in making smarter investments, forecasting with clarity, and planning for a constantly shifting environment. Working with her gave us the confidence to navigate change and stay focused on results."