Advisory and Management Consulting
Helping you build and grow your business
Advisory and Management Consulting
Helping you build and grow your business
What we do
CDM Advisors was formed with the vision of helping startups and high growth companies optimize their business to increase value for both the company and its clients. We focus on the three basic pillars of any business… People, Process and Technology. We have developed a proven approach to assess the health of the business, identify potential improvement areas, and implement remediation plans. We understand that small businesses are focused on maximizing revenue and profits for their core offerings, be it a product or a service, and that back-office operations, processes and technology can sometimes be a lower priority. However, for businesses to grow they must have the internal infrastructure that will enable them to scale. Our goal is to make sure your business is positioned for growth. This is even more important for business owners who are contemplating and exit and want to maximize the valuation of their business.
Our experience
With over 30 years’ experience providing Advisory and Consulting services to all types of companies, from Fortune 500 to small startups, we have the knowledge and battle scars to know what works and what doesn't. We can help you avoid common pitfalls and reduce risk, whether you are staring a new company or growing an existing one.
Why Us
We are invested in your success. We believe in joint risk-reward and we are willing to put "skin in the game". Give us a call to discuss our strategy for a mutually beneficial approach to your business challenges.
Services
Business Advisory Services
Business Operations Support
Business Operations Support
Entrepreneurs typically know their business space better than anyone, but they may not know how to structure their business for future success. We help you get off on the right foot to avoid pitfalls down the road.
For business planning for an exit or M&A, we can perform an Assessment and develop a Road Map to maximize valuations and avoid discounts while you stay focused on growing the business.
Business Operations Support
Business Operations Support
Business Operations Support
As a new business you may not be able to afford a full time COO, CIO, or CFO. We can provide these services on an "as needed" basis until you are ready to hire full time resources. We have access to hundreds of individuals with real life experience building, operating, and selling businesses.
Technology Support
Business Operations Support
Technology Support
One of the most frustrating things for small business owners is having to deal with Technology issues. Whether it’s standing up a simple web site or implementing mission critical applications, we can help you assess your options, select the right tools, and manage the implementation so you can stay focused on running your business.
Current Clients
The Free Agent is an executive placement firm with a unique and proven method for attracting and placing Full-time, Interim, and Fractional roles across the Sales, Marketing, Technology, Product and Finance silos.
CDM is providing Advisory Services to to scale the business and take it to the next level
RAEK provides software that monitors web traffic and identifies unique users who visit your site, building a First Party Data Base that can then be used for targeted marketing campaigns.
CDM is providing Data & Analytics Advisory Services to help drive product adoption and identify new revenue stream
Heritage Building Group focuses on the corporate interiors construction market. They assist with design-build services, budgeting and pre-construction services, project and schedule management, and overall project delivery.
CDM provided Advisory Services for initial business formation and start up activities.