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OUR BUSINESS IS
GROWING YOURS

 
 

Great White Advisory is a boutique advisory firm specializing in providing financial advisory and accounting services to private equity groups, venture capitalists, family offices, lenders, REIT's, and businesses.

 
 
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WHO WE ARE

 
 
 

WE
NEVER
SLEEP

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Our team employs a scalable, 360-degree approach, which starts with understanding the goals and missions of our clients, and utilizing our multidisciplinary team to customize a solution addressing the specific areas of interest and concern.

 

Our trusted advisors have expertise ranging from buy-side and sell-side advisory services, quality of earnings and financial due diligence, to providing access to both financial and strategic capital for both healthy and distressed company transactions. Great White also offers a full range of management consulting services, portfolio accounting, bookkeeping and tax planning advice.

 
 
 
 

SERVICES

 
 
 

CFO
ADVISORY

Servicing scalable, customized corporate and personal strategic plans help right-size infrastructure, improve working capital, and manage cash flow in order to provide our clients the ability to achieve the goals of an organization or individual.

TRANSACTION
ADVISORY

Knowing the financial landscape and ability to keep transaction-related costs low for investors, buyers, and sellers. Our custom tailor transaction due diligence services clients of any budget or limitation of transaction services needed on a deal-by-deal basis.

OUTSOURCED
ACCOUNTING

Providing clients with a structured monthly financial close, inclusive of account reconciliations, month-end financial statement preparation and analyses, in addition to monitoring profitability and advising management on ways of improvement.

 
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ZACK ALVAREZ

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FOUNDER, MANAGING PARTNER