The Advisory Board
The Advisory Board gives businesses an independent and safe place to assess business plans and performance with experienced professionals.
Our Focus
The Advisory Board offers services for executives managing companies with annual revenue between $3M and $20M. We offer assistance for SMB companies in areas such as team building, sales growth, business expansion, cash planning, and succession planning.
Strategize for Success
Our seasoned advisors work closely with CEOs, offering tailored strategies to drive sustainable growth, enhance team dynamics, and navigate the complexities of modern business.
In-person and
remote options
Our main office is located in Rochester. Can’t make it into the office? No worries – we can come to you or we can meet via teleconference.
Our Services
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Business Expansion
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Team Building
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Cash Planning
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Sales Growth
Meet our Team
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Mark Perlo
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Juli Klie
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Tim Lynch
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Ed Smaldone
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Bob Leone
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Rich Cardillo
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John Gavigan
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Tami Mavity
“Over the past 10 years, The Advisory Board has been a critical part of my company’s success. They have shown us logical growth tactics and guided us through implementation.”
— MATTHEW DRYER, DIAMOND PRO