Pacific Advisory Group
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Corporations

Strategy, capital, and risk. One integrated advisor.

We help growing companies make better financial decisions, retain the people who drive their results, and build enterprise value that lasts.

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Most companies manage growth, capital, talent, and risk through separate advisors who rarely talk to each other. Pacific Advisory Group brings them together.

One team, one strategy, and a clear line from your decisions to your results.

  • 01

    Grow with discipline

    Sharpen revenue, capital allocation, and transaction strategy with senior-level guidance.

  • 02

    Retain what matters

    Design compensation, retirement, and benefits programs that keep your best people.

  • 03

    Protect what you build

    Put continuity, risk, and structural safeguards in place before you need them.

By organization

Find the page for your organization.

Advisory built for how companies actually grow.

Six areas of work, planned together so one decision doesn't undermine another.

  1. Where is the next stage of growth, and what will it take to reach it? We assess your revenue model, margin structure, and capital needs, then build a prioritized plan to scale.

    • Revenue and margin optimization
    • Growth and expansion planning
    • Capital planning and funding strategy
    • Operating model and performance review
    • Board and leadership strategy support

  2. Whether you are buying, selling, merging, or raising capital, we help you evaluate the deal and structure it well.

    • Business valuations
    • Sell-side and buy-side deal evaluation
    • Pre-transaction readiness and liquidity planning
    • Deal structuring support, including coordination with counsel on tax-efficient structures for owners and shareholders
    • Independent review of third-party investments and private placements

  3. Your best people are your most portable asset. We design programs that reward performance and make staying the obvious choice.

    • Executive bonus plans (Section 162)
    • Non-qualified deferred compensation (NQDC)
    • Equity and long-term incentive design support
    • Key-person and succession planning
    • Group benefits strategy to compete for senior hires

  4. Retirement and benefits programs can be a real tax and recruiting advantage when they're designed well, and a liability when they aren't.

    • 401(k), 403(b), 401(a), and 457(b) plan design
    • Cash balance and defined benefit plans
    • Plan audits, fee benchmarking, and vendor review
    • ERISA 3(21) and 3(38) fiduciary support, with implementation through our affiliates as needed
    • Participant education and onboarding

  5. Every company has exposures it hasn't priced. We identify them and fund the protections.

    • Insurance-funded buy-sell agreements
    • Key-person and disability coverage
    • Ownership transition and continuity planning
    • Liability layering and entity structure review
    • Coordination with your existing carriers and legal counsel

  6. Idle cash and unmanaged debt quietly cost companies money. We help you put capital to work and manage rate exposure.

    • Cash and reserve management
    • Debt and refinancing analysis, including rate-sensitivity modeling
    • Real estate strategy: 1031 exchanges, DST due diligence, cost segregation
    • Capital allocation frameworks
How we help you grow and scale

From where you are to where you're going.

Growth tends to stall at predictable points: when capital gets tight, when key people leave, when a transaction gets complicated, or when risk catches up with the business. We work at those pressure points.

  1. 01

    Early scale

    Typical challenge
    Capital planning, building the team
    How we help
    Funding strategy, benefits and retirement design, growth planning
  2. 02

    Expansion

    Typical challenge
    Margin pressure, talent competition
    How we help
    Revenue optimization, executive compensation, treasury strategy
  3. 03

    Transition

    Typical challenge
    Sale, merger, succession, recapitalization
    How we help
    Valuation, deal advisory, continuity and tax-aware structuring
  4. 04

    Maturity

    Typical challenge
    Protecting value, managing complexity
    How we help
    Risk architecture, fiduciary support, capital allocation

A clear process. A defined outcome.

  1. Discover

    We learn your business, your numbers, and your priorities. We listen first.

  2. Diagnose

    We evaluate your current structure and identify gaps, risks, and opportunities.

  3. Design

    We build a prioritized strategy with clear costs, tradeoffs, and timelines.

  4. Deliver

    We coordinate with your attorneys, CPAs, and carriers to implement.

  5. Direct

    We monitor results and adjust as your business changes.

Built for companies with complex decisions.

Foundations, trusts, and governments have dedicated practices. See Trusts & Foundations and Governments.

  • Privately held companies
  • Professional-services firms
  • Closely held and family-owned businesses
  • Growth-stage and mid-market corporations

Experience you can verify.

  • Wall Street transaction experienceOur founder executed mergers, acquisitions, and corporate finance transactions as an investment banker at Wasserstein Perella & Co. and Salomon Smith Barney.
  • Years and clientsYears in business and clients served.
  • CredentialsCFP®, CFA®, ChFC®, and other designations.
  • Selected engagements"A mid-market company preparing for sale..."
Next practice Trusts & Foundations

Let’s Talk About What’s Next

Start with a confidential conversation. We’ll review where you are, show you your options, and you decide what comes next.

Schedule a Confidential Consultation Pacific Advisory Group, LLC (310) 807-0140