Align’s proprietary process uncovers strategic opportunities by applying innovative strategies, pushing companies to operate outside of their comfort zone to fuel growth. We believe “What got you to where you are, oftentimes, won’t get you where you want to go.”  

Align prides itself on being different than every other advisory firm in the industry. It is our strategic and creative approach to generating value for the lower middle market that makes us stand out among the crowd. If you are looking for new ideas for your business, then we’re the firm for you. We have spent nearly 20 years in the middle market ourselves, so we know where you are going and are uniquely able to help you get there.

Align was founded with the mission of breaking the mold of the traditional “consulting” firm. We’re not “brokers,” “consultants,” or “bankers.” We’re CPAs, MBAs, and business executives who have been where you’re going. Our expertise and service approach will generate value for your business – we guarantee it.

We are focused on the middle market. We don’t chase huge enterprise companies or work with micro SMBs. We focus solely on growth entities and understand their unique challenges and opportunities to create value.

We don’t rely on old, tired “best practices” – we implement the new, now. To succeed in today’s business climate, companies must innovate or die. Innovation is the fuel of growth. We don’t wait around for results, we make them happen now.

We put our money where our mouth is. How many times have you paid a big invoice and then asked yourself “what did those consultants really do for us?”. We guarantee value creation for our clients, and if we don’t deliver, we’ll refund you our fees. Yep, you read that right.

We come from all walks of life. We are a diverse group, and it is our secret sauce of success. Other firms in our industry all tend to look the same, come from the same places, and have the same networks born from the golf course. Not us – we think independently, together. We like being different.