PBO Advisory Group Market Research Report
Company Overview
Name: PBO Advisory Group
Mission: PBO Advisory Group describes itself as trusted advisors that drive client success. They are committed to increasing efficiencies and profitability to help organizations reach their short- and long-term goals.
Founded: The company was founded in 2011.
Key People:
- Mike Ford: President & Founder
- Francesca San Diego: CEO & Member (Helmed the firm since her joining in 2015 and transitioned to CEO in 2024)
- Jennifer Rebis, CPA: Chief Financial Officer
- Nicole Devine: Consulting Chief People Officer
- Josh Siler, CPA: Senior Manager, Business Advisory and Accounting Services
- Rick Dahlseid, MST, CPA: Consulting Chief Financial Officer, Nonprofit Services
- Michael LaMoureaux: Operations Manager
Headquarters: 3655 Nobel Drive, Suite 520, San Diego, CA 92122, United States
Number of Employees: No information is available
Revenue: PBO Advisory Group reported a 10.5% revenue growth from 2021 to 2023.
Known for: The company is recognized for improving operations through finance, accounting, human resources, and operations advisory and outsourced services. It was ranked as one of the fastest-growing medium-sized businesses in San Diego by the San Diego Business Journal.
Products & Services
PBO Advisory Group offers a suite of services tailored to improve various organizational functions:
- Finance & Accounting
- Human Resources & Human Capital Management
- Operations Management
Industries Served:
- Construction & Related Services
- Life Science
- Manufacturing & Distribution
- Nonprofit
- Private School
- Professional Services
- Retail
- Technology
High-level Description and Features
- Finance & Accounting Services: Providing transparency in financial dealings and ensuring compliance with established accounting principles.
- Human Resources & Human Capital Management: Helps organizations manage their workforce effectively, focusing on compliance, strategic growth, and capacity management.
- Operations Management: Implementing scalable solutions for continuous operational improvement and strategic growth.
Recent Developments
Leadership Changes: In 2024, Francesca San Diego became the firm's CEO, with Mike Ford transitioning to President and Founder, and Jennifer Rebis appointed as the CFO.
Awards & Recognitions:
- Recognized as one of San Diego's fastest-growing medium-sized businesses by the San Diego Business Journal.
- Named one of San Diego’s Best Places to Work.
Webinars & Educational Initiatives:
- Hosted a webinar on Exit & Succession Planning to facilitate business sales by sharing expert insights.
- Focused efforts on preparing businesses for strategic exits, involving partnerships with various industry leaders.
Product Development & Innovations:
- Introduction of a 2024 Year-End Checklist for HR to streamline HR operations and compliance as the year ends.
Growth & Performance:
- Reported a core service gross margin improvement of more than 22% with profitability increasing by 472%.
Cultural Initiatives:
- Emphasis on positive community engagement and internal culture, defining itself as an attractive workplace for top talent through collaborative and engaging work culture.
Strategic Focus:
- The company places significant importance on client service excellence and developing a workplace culture that values employee engagement and talent retention.
Contact Information
- Phone: 1-858-622-1681
- Email: info@pboadvisory.com
- Address: 3655 Nobel Drive, Suite 520, San Diego, CA 92122
- Website: No information is available
- Newsletter Subscription and Inquiry: Available via the company’s contact page.
This concise examination provides essential insights into the operational, strategic, and cultural landscape of PBO Advisory Group as of 2024, underscoring its growth trajectory and strategic initiatives in the advisory market.
