Peek Advisory Group is a Team of Experts helping business owners protect, grow, and realize the full value of what they’ve built
ABOUT PEEK ADVISORY GROUP
We help founder led companies get their financials and operations in shape for serious buyers, investors, and strategic partners.
Peek Advisory Group is a finance and operations advisory firm built for mid-market companies between $3M and $50M in revenue. We connect the dots between bookkeeping, financial leadership, and valuation-level expectations.
Clients bring us in when it’s time to tighten the machine: preparing for an exit, recapitalization, partnership change, or simply gaining real control over the business they’ve already built.
The Partner Between Your Numbers and Your Next Move
We exist because most growing companies outpace their financial and operational systems long before they realize it.
The issue isn’t that business owners ignore their numbers.
The issue is that the traditional financial support model was never built for scaling companies.
- Bookkeeping tracks history, but it doesn’t translate numbers into enterprise value.
- Consultants offer insights, but rarely stay to implement or measure the results.
- Fractional CFOs can be gamechanging, but only when the data, workflows, and systems underneath are reliable enough to support real decisions.
Peek Advisory Group sits in the space between all of that, combining finance and operations under one roof so leaders can move with clarity, speed, and confidence.
What we believe
Peek Advisory Group supports companies with real revenue, real teams, and real complexity. The kind of business where “just do the books” or “send a report” is not enough. We help owners and leadership teams understand the financial reality of where the business stands today, make confident decisions in the present, and position the company for whatever comes next: scale, succession, merger, sale, or stabilization.
We treat financials as the backbone of the business, not paperwork. Strong companies run on financial systems that are accurate enough to trust and stable enough to grow from.
We believe reporting should create clarity, not confusion. Operational gaps always surface in the numbers, and businesses with clean systems and reliable data earn stronger valuations and higher multiples.
In our world, the right information in the right hands is more than useful, it changes the trajectory of the business.
What you can expect
HERE’S WHAT WORKING WITH US LOOKS LIKE:
- Financials that withstand buyer, banker, and auditor scrutiny not just internal review
- Dashboards and reporting that stand on their own without monthly explanation
- Valuation intelligence built directly into the financial structure
- Translation of financial data into real operational strategy not just accounting outputs
- A partner who understands both sides of the deal table: buy side and sell side
We don’t outsource the thinking.
We don’t need “heavy onboarding” to sound smart.
We show up with depth not jargon.
The Smartest Move Is Building a Business That’s Always Exit-Ready.
The businesses that scale are the ones with clean financials, operational discipline, and forward-looking strategy.
We help you build all three so you can run the company you have now and grow into as the one you want next.
We believe reporting should accelerate clarity, not slow everything down or get over-explained. Operational gaps always show up in the financials eventually, and a company with real internal systems will always command a higher multiple. In our world, the right data in the right hands isn’t just powerful it’s transformative.
Interested in Learning More About Our Approach?
Every engagement starts with clarity. Whether we’re valuing your company, refining your financial infrastructure, or aligning your operations, our process is built on partnership and precision. We translate complexity into insight—so you can make decisions with confidence and grow with intention.