Welcome to Platform Business Advisors
Turn on your business’ scoreboard and achieve the next level of growth and improved performance
Service and Industry Specialties
Industry experts with specialized knowledge to help your business thrive. With our offices across the country, we have what you need to track and improve performance and get where you want to go.
General Advisory
Let us act as your outsourced financial department, handling everything from bookkeeping to strategic financial planning. Any industry. Any size.
Food & Beverage
From food cost analysis and labor regulations to navigating the ever-changing tax landscape, we work with restaurants of all sizes and types.
Hotels
We understand the complexity of the hospitality industry and have decades of experience helping hotels from boutique to resorts optimize their finances.
Performance Measurement
Whether you’re on track or off course, we’ll pull together data, analytics, and key metrics according to your goals and industry benchmarks to help maximize the potential of your business.
Growth and Succession Planning
The future of your business is important. So are your own personal goals. We’ll help you identify pathways to future goals, get your business “bank ready”, and can also help in preparing for fundraising or succession.
Bank and Board Management
Our bank and board management services can help you improve your financial performance and governance while minimizing risk. We help you meet your bank required deliverables as part of your loan terms or prepare monthly, quarterly, or annual reporting for your outside stakeholders.
