THE CEO ADVISOR
Strategic Guidance for Lasting Success
Greetings, CEOs! We’re here to partner with you, diving deep into your unique business challenges and opportunities. Our team will help craft a personalized roadmap that aligns with your goals and scales your success. With proven strategies and innovative solutions, we’ll tackle the complexities of your business together. Let’s elevate your business to new heights with clarity and confidence. Ready to supercharge your growth? Let’s roll!
Offerings
Joint Advisory Board (JAB)
This 12-month mastermind is for CEOs who are serious about growth and ready to take their business to the next level with like-minded leaders. By invitation only.
If you're hungry for accelerated results and committed to making real progress, let’s connect. Request a JAB application, and we’ll explore how this exclusive program can propel your business forward.
Fractional Executive Services
Your business is facing bigger and more complex challenges, and the stakes are getting higher. You need expert financial guidance and business support, and you need it now. That’s where we come in. Our fractional CFO/COO services are custom-tailored to your business, helping you tackle those challenges head-on. The goal? Boost your profits and get your business running like a well-oiled machine. Let’s elevate your game and drive sustainable growth together!
1:1 CEO Coaching
Need executive support fast? Get results quicker by working directly with The CEO Advisor. Whether you're facing urgent challenges or ready to break through to the next level, you don’t have to tackle it alone.
We’ll work side by side to accelerate your business ambitions, clear obstacles, and set you on the path to greater growth. Let’s propel your business forward with a personalized approach designed just for you.
Financial Mastery Blueprint
Your business has grown, but now you’re hitting a wall—no clear metrics, and unsure of what to do next. That’s where we come in. Our proven blueprint will build the financial infrastructure you need to propel your business and profits to the next level. We’ll get the numbers working for you, so you can focus on what you do best: growing your business. Let’s set you up for bigger success!
About Us
Empowering Your Business Journey
At The CEO Advisor, our mission is simple: to amplify the positive impact of your business while walking alongside you on your path to excellence.
We started with one core belief – every business, no matter the size, has the potential to achieve extraordinary success. By holding this belief, we’ve guided numerous organizations through the challenges of today’s fast-paced business world, helping them grab opportunities and turn them into wins. Ready to make your mark? Let’s make it happen!
OUR TEAM
We’re always ahead of the curve. Our team keeps up with the latest industry trends and innovations, constantly sharpening our skills and expanding our knowledge. That way, you get access to the most cutting-edge strategies with real, measurable results. Staying up-to-date isn’t just a promise—it’s how we ensure your success.
Robert Lee
With nearly three decades of experience as a CPA, CA, and MBA, I’ve built a career around driving growth and streamlining operations in CFO and COO roles. Now, I’ve evolved into a fractional CFO, JAB Chair, and CEO Business Collaborator, bringing my financial expertise and strategic mindset to help businesses scale. My passion lies in filling the gap for companies that need top-tier financial and C-suite insights—tailored to their size and goals. Let’s solve big problems and create lasting success together.
Annie-Claude Michaud
As an entrepreneur and business owner of multiple ventures, I bring deep expertise in financial planning, budget management, investment strategies, and performance analysis. My passion lies in empowering business owners to make informed decisions, maximize profitability, and achieve sustainable growth.
With a sharp eye for detail and an unwavering commitment to excellence, I’m dedicated to helping entrepreneurs build strong financial foundations that unlock their full potential and drive lasting success. Let’s work together to ensure your business thrives!
Alison Stewart
A true trailblazer in the business world, I challenge the conventional ideas of success with a strategic vision that has taken me through over 100 different markets, sparking creativity and innovation at every step.
But my greatest passion is mentorship. As a trusted guide, I share my knowledge and experience to empower others on their entrepreneurial journeys. My goal? To inspire purpose, drive results, and help others achieve their highest potential.
Gary Nash
With extensive experience as a senior leader in various finance roles across private equity and public companies, I’ve helped clients achieve financial gains reaching into the tens of millions of dollars. I thrive on driving significant business changes, working with diverse teams to maximize value, and delivering success through strategic actions.
I’m all about building strong relationships with business owners, boards, and lenders. As a trusted strategic partner, my focus is on providing measurable value that propels companies to their next level of growth and success. Let’s work together to drive your business forward!
Oliver Wolf
Is a family-oriented entrepreneur and founder of Beyond the Peak Inc., excels as a top performer in the business world with a focus on conscious sales and holistic success, mentoring hundreds of entrepreneurs in a wide array of industries towards sustainable, multi-million dollar growth leveraging his model of Business Harmonization, which is the culmination of aligned systems, people and vision.
H. Hunter Dickson
I’m more than just an entrepreneur—I'm a spiritual adventurer who’s spent nearly two decades exploring Earth's sacred corners. My passion extends beyond building businesses; I help others bridge the gap between inner peace and outer success.
As a seasoned professional in Mind Clearing, I create space for higher consciousness and guide others toward holistic success. My mission is to assist in building businesses while elevating consciousness, creating a life where metaphysics and entrepreneurial success walk hand in hand.
TESTIMONIALS & REVIEWS
★★★★★
Peter
Founder and CEO
Passive Income MD
★★★★★
Carlos
Entrepreneur, Investor, & Mentor
carlosmalatesta.com
★★★★★
David
Founder and CEO
Down To Earth Cuisine
★★★★★
Dr. Amanda
Founder and Operator
Dream Team Chiropractic
★★★★★
Tyler
CEO and Owner
UPD Urns
FAQS
What makes The CEO Advisor different from other consulting firms?
At The CEO Advisor, we don’t believe in cookie-cutter solutions. What sets us apart is our personalized, hands-on approach. We take the time to dive deep into your specific challenges, goals, and industry landscape. Our team of seasoned experts works closely with you to craft strategies tailored to your unique needs. Your success is our success, and we’re committed to delivering results that drive real growth and lasting impact.
How long does it typically take to see results from your consultancy services?
The timeline depends on your project, goals, and how quickly you implement solutions. While some results might show up fast; real and lasting transformations often take time. During our initial consultation, we’ll give you a clear, realistic timeline. Our focus is on making sure you see positive changes efficiently, without sacrificing long-term success. Rest assured, we’re committed to driving both immediate impact and sustainable growth.
What industries do you specialize in, and can you help businesses of all sizes?
We’ve got experience across a wide range of industries—finance, technology, healthcare, manufacturing, and much more. Our team’s diverse backgrounds allow us to adapt strategies to fit your specific industry. Whether you’re running a small start-up or a large corporation, we’re equipped to help. Our services are scalable and always tailored to meet your unique needs, so you get the support necessary to achieve your goals—no matter your size.
