Your Financial Partner
that gives you clarity
Redefining the offices of the CXO with a refresh to the traditional CPA firm advisory service model to meet today's qualified candidates.
Clients and talent coexist with flexibility in a strategically lean, fractional, and borderless competitive landscape.
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Denver | Miami | New York | Atlanta | San Francisco
Zephyr Advisory Group, LLC, established in 2019 and operating nationwide since 2023, is headquartered in Denver, CO. We specialize in assisting CXOs and financial executives in private and public companies as well as acting as an in-house CFO or COO on a fractional basis.
At our core as career professional and financial services practitioners are our primary strengths in serving these same sectors with a focus on client service. Alternative Investment firms fit well within our foundational capabilities as their ownership and control of various assets and portfolio companies provides a diverse mix of industry exposure, inherently broadening our experience.
This unique structure of legal entities and operating companies often requires us to serve multiple stakeholders. This may include the investment or management company ownership with controlling and non-controlling interests, C-level management teams at parent and subsidiary companies (private companies and public C Corporations), individual and institutional investors, and 3rd party vendors such as law firms, financial lending institutions, and investment banks.
This historical concentration of experience allows us to provide a unique perspective for small and medium businesses as they look to scale. Our intentional focus on the services (as opposed to goods or manufacturing) businesses spans many sector and industry verticals. We are equipped to provide the same best-in-class client service with consistent responsive attention to detail that we provide to alternative investment firms.
Our service offerings fall under the AICPA Statement on Standards for Consulting Services framework, or in other words, what the Big 4 firms call 'advisory' which is everything that is not audit or tax.
In addition to SMBs, we have expertise across 11 S&P 500 sectors for public companies with market caps from $5B to $50B. Our team excels in change management, strategic planning, finance transformation, cash flow analysis & liquidity management, human capital and benefits strategies, and private or public transaction readiness. We also enable teams by training users in leveraging Microsoft 365 to tangibly enhance productivity, empowering financial and operational executives.
Our Core Identity
Industries of focus
Alternative Investments
Private Equity / Credit
Venture Capital
Technology
Software - SaaS
Financial Services
Fintech
Crypto
Healthcare
Clinical Practices
Therapy & Wellness
Recovery Treatment
Personal Coaches & Trainers
Entrepreneurs - scale & exit
Professional Services
Legal Service Firms
Consulting Services
Financial Accounting Advisory Services
• Technical accounting considerations
• SEC reporting staffing and recruitment assistance
Executive Financial Operations & Management Services
• Office of the CFO & CTO closely working with COO, CEO
• Project planning & execution of operational & organizational growth objectives including cost-effective staffing strategy
• Human capital strategy to retain and attract top talent with creative and tailored comp. & benefit planning guidance
Risk Advisory Services
• Office of CTO: Internal Control environment risk assessment
• Operational efficiency and performance improvement, process documentation standardization and staff training
• Compliance Services (e.g., SOC frameworks, IRS, U.S. Treasury, CTA, FinCEN, SEC, etc.)
M&A and Finance Transformation Projects
• Post-transaction integration planning and execution for recent mergers, acquisitions, or existing portfolio companies
Strategic Finance & Treasury Management Consulting
• Working with your external investment banking team(s), commercial lenders, and less traditional sources of capital including private credit strategies.
• Tactical capital structure analysis and financial operations advice tailored for any audience spanning from a traditional executive team, small or medium-sized business, to a group of co-investors.
• Cash flow strategy & optimization
• Multi-asset class Portfolio & Risk Management Solutions
Tax Advisory Services (Individuals, Families & SMBs)
• Income Tax return preparation
• Tax Research & Strategic planning considerations
• Legal & Wealth Management partnership collaboration
• Integrated analysis of combined multi-year Tax & Wealth Planning
objectives with dual-mandate of business & individual/family long-term
financial planning considerations.
Past Experience
Proven Track Record in Financial Services
Alternative Investment Solutions
Fund Administration
Global Performance Group
Corporate Accounting
Financial Reporting
Assurance & Advisory Services
CFO Consulting Solutions
Financial Planning & Analysis
Supply Chain Finance
Private Wealth Management
