Built on Fundamentals. Focused on Growth.
The Strategic Partner
Your Business Deserves
at Every Stage.
Cornerstone Advisory Group brings senior-level financial and operational expertise to growth-stage companies — with the personal attention that only a boutique firm can deliver. No handoffs. No junior analysts. Just experienced advisors who are invested in your outcome.
Advisory Built Around You
Built for companies that need senior-level expertise without the overhead of a full-time hire.
Cornerstone Advisory Group is a boutique financial and business operations advisory firm working directly with founders, operators, and leadership teams navigating the complexity of growth. We specialize in the intersection of financial strategy and operational execution — the zone where most advisory firms fall short.
What sets us apart is simple: every engagement is led by a senior advisor with real-world experience across industries and deal cycles. You won't be passed off to an associate. You'll work with someone who has sat in your seat, solved your problems, and can tell you what actually works — not just what the model says.
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Senior Expertise, Right-Sized
Access CFO- and COO-level thinking calibrated to your stage and budget — without permanent headcount.
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Integrated Perspective
Finance and operations rarely exist in isolation. We bridge both disciplines to surface insights that siloed advisors miss.
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Execution, Not Just Strategy
We roll up our sleeves. From model builds to process redesign, we deliver outputs your team can use immediately.
Financial Services
From baseline financial hygiene to complex capital transactions, we bring structure, clarity, and control to your financial operations.
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Fractional CFO Advisory
Get the strategic financial leadership your business needs without the cost of a full-time hire. We serve as your CFO — owning financial reporting, investor communications, board preparation, and long-range financial strategy.
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Financial Modeling & FP&A
We build driver-based financial models, rolling forecasts, and scenario analyses designed for decision-making — not just reporting. Whether you need a board-ready model or a tool your team will actually use, we deliver both.
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Cash Flow Management
Cash flow is survival. We develop 13-week cash flow models, optimize working capital cycles, and build treasury management practices that give you visibility into your runway and the confidence to deploy capital strategically.
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Capital Strategy & Fundraising Support
We prepare companies to raise capital — equity, venture debt, or traditional credit — with the materials, financial narrative, and process discipline that sophisticated investors expect. When the deal is on the table, we make sure you're ready.
Business Operations
Scalable systems, leaner processes, and the organizational infrastructure to support your next phase of growth.
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Supply Chain Optimization
We audit your supply chain from raw material sourcing to finished goods delivery, identifying cost, risk, and lead-time vulnerabilities before they become crises. The result is a more resilient, cost-efficient operation built to scale.
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Operational Audits & Process Improvement
We map your end-to-end operations, surface the bottlenecks and redundancies that drain margin and slow throughput, and implement redesigned workflows your team can own and sustain without us.
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Vendor & Co-Manufacturer Management
Managing contract manufacturers, ingredient suppliers, and third-party logistics partners requires both operational discipline and commercial leverage. We build the frameworks, scorecards, and relationship structures that keep your partners accountable and your costs in check.
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Scaling Operations for CPG Growth
Growth creates operational stress. We work with consumer goods brands to build the systems, team structures, and technology infrastructure needed to scale production, distribution, and fulfillment without breaking what already works.
Deep Expertise in Dietary Supplements & Health Foods
The dietary supplement and health food industry operates under a distinct set of commercial, regulatory, and operational pressures — from FDA cGMP compliance and NSF certification requirements to retailer deduction management and the unique working capital demands of seasonal demand cycles. Generic advisory doesn't cut it here.
Cornerstone Advisory Group has built specialized experience in this vertical, working with supplement brands, functional food companies, and better-for-you CPG businesses across all stages of growth. We understand your margin structure, your co-manufacturer relationships, your retail and DTC channel dynamics, and what investors in this space actually want to see.
When you work with us, you're not educating your advisor on the basics of your industry. You're getting straight to the work that matters.
Work With UsLet's Talk
Whether you're staring down a capital raise, untangling an operational bottleneck, or simply looking for a trusted financial thought partner — we'd like to hear from you. Tell us a bit about your business and what you're working on, and we'll follow up within one business day.