Welcome to
Beeler Advisory Group
About Us
Beeler Advisory Group was founded by Jason Lind after spending nearly two decades at investment firms as a senior equity analyst and associate portfolio manager. Having gone through the process of vetting businesses to acquire, he personally understands the challenges of finding the right business and asking the right questions. The goal of Beeler Advisory Group is to deconstruct the business model and highlight potential risks and opportunities that a future operator may overlook. Most operators tend to focus on the upside of small business acquisitions, while we focus on the downside protection.
Jason is a CFA (Chartered Financial Analyst) charterholder and has an MBA from Duke University.
As a business owner, we think optimism is a fantastic attribute. We do find that owners sometimes tend to focus so much on the upside and neglect to spend time on the downside risks. Our goal is to highlight these risks so you can proactively position your company to have downside protection.
Services
Pre-LOI due diligence where we’ll highlight the major risks and areas for continued research.
Industry analysis and how to best position your company to succeed. This involves diving into the value chain for the industry and where your company fits.
Pitch deck reviews for potential investors:
o Designing/writing an initial pitch deck
o Reviewing an already completed pitch deck
o Mock pitch with feedback and questions investors will bring up
Testimonial
Client Feedback & Reviews
Choose Package
Pricing
Our pricing ranges from $250/hour to longer-term engagements where we work with the operator to tailor a package to fit your budget.
/Monthly
Contact us
Leave us a message.
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Jason@beeleradvisory.com