Precision Advisor Group
Driving Value!
Preserving Wealth!
Building Legacy!
Certified Professionals. Comprehensive Services. Tailored Solutions. Sustainable Results.
GET STARTED
Where Would You Like To Start?
Our team of seasoned experts is committed to providing your business with tailored strategies, personalized attention, and a comprehensive suite of services designed to elevate your business to new heights. Join us on a journey towards unparalleled financial success and stability.
Strategic Advisory
"Navigate the Complex Business Landscape with Ease"
At PMG, we offer expert guidance to help businesses tackle challenges, leverage opportunities, and drive significant growth. Our strategic advisory services are tailored to meet the unique needs of your structure and market dynamics.
Corporate Tax Advisory
"Optimizing Your Tax Strategy for Maximum Efficiency"
Stay ahead of the curve with PMG’s corporate tax advisory services. Our experts ensure your business is not only compliant but also capitalizing on tax efficiencies, reducing liabilities, and benefiting from the latest tax iincentives.
Fractional CFO Services
"CFO Expertise, Tailored to Your Business Needs"
Access top-tier financial expertise without the overhead of a full-time CFO. Our Fractional CFO services provide your business with strategic financial leadership, budget management, and financial planning to drive profitability and growth.
Succession Planning
"Securing Your Legacy for Future Generations"
Let PMG help you create a robust succession plan, ensuring a smooth transition and the long-term success of your business. We specialize in preserving your legacy, protecting your wealth, and preparing the next generation of leadership.
Be a part of the new emerging generation of owners focused on something better than growing the SIZE of your business. Build a more valuable company!
Watch my 2-minute video to learn how!
Get Your Complimentary Business AssessmentWith Precision We Offer
Certified Professionals
Benefit from our certified experts' unparalleled advice, driving informed decisions and measurable results for your business.
Comprehensive Services
Leverage our extensive services tailored for growth, sustainability, and protection of your business at every stage.
Tailored Solutions
Experience personalized strategies aligned with your unique business needs, fostering growth and preserving wealth for the long-term.
Lasting Results
Attain sustainable success through our strategic approaches, delivering recurring, measurable results that drive value and preserve wealth for your business.
Combine the strategic advisory of LivePlan with the perfected process of the ValueBuilder™ System to transform your business and escalate its value!
Get Access to the Tools You Need:
Access Essential Business & Legal Form Templates
Search our library of hundreds of legal forms that cover credit applications, contractor agreements, employee contracts, and more.
Get Insights That Will Help Your Company Grow
Are you charging enough? Will you meet your revenue goals? LivePlan's forecasting tool can answer these type of questions at a glance.
See How You Stack Up Against Competitors
Plug in your industry and where you are located, and LivePlan will tell you how well you are doing compared to businesses just like yours.
LATEST FROM THE 5-MINUTE FINANCE BLOG
Quick Insights for Swift Mastery
WATCH THE LATEST FROM OUR 5-MINUTE FINANCE PODCAST
More Insights for Enduring Results
Discover New Horizons! Claim 3 Free Ebooks Each Quarter:
Trending at Precision Tax Advisors
Get Your Copy of Built to PASS
"Built to Pass: Constructing a Company to Live BEYOND You!" is your game day guide for unparalleled success. Crafted by Master Coach Patience Rose, MBA, this game changing playbook navigates the thrilling scrimmage of Warren and Alicia's business game, from kickoff to final whistle. Page after page courses their path as they couple gridiron grit with savvy business acumen, offering elusive plays to unlock your enterprise's wealth potential. The huddle is over, the snap is imminent - are you ready to sprint for your endgame victory when the final whistle echoes?"
Learn More
Testimonials:
"This company has been a blessing! Myself, my community and my network has learned so much since working with them. The resources and knowledge I’ve been able to apply has really helped make an impact in my family and anyone else who took action and applied it."
- David Garcia
"Professional, Attentive, Knowledgeable , Passionate, Thorough, Trusted and Results-Oriented."
- Debera Sturns
"Thank you so much for outstanding client service you have provided it was very timely and helped me and my company move forward with the community Project."
- Reginald Campbell
ONLINE COURSES
Value Academy
Take control of your financial future with these comprehensive courses.
The Living Business Plan
Learn how to use LivePlan with existing accounting software such as Quickbooks or XERO to create accurate probability metrics.
Productize Your Services
Service companies were the worst hit by the pandemic. Learn 8 ways to turn your services into products and repossess lost ground.
Standard Operating Procedures
Learn how to keep the need for control from choking your company's progress.
The Automatic Customer
This emerging subscription economy offers huge opportunities to companies that know how to turn customers into subscribers.
JOIN OUR COMMUNITY
Get notified about events, new courses, and more.
You're safe with me. I'll never spam you or sell your contact info.