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Management
and Finance Consulting Services

Services

Executive Officer

Fractional and Interim Executives and Staff

Got a gap and need a fractional or interim executive or staff? From C-suite execs to vice presidents and staff for multiple functional areas, we can help! We have pros to fill temporary roles in any of our core competencies. Whether you need functional or project leadership or supporting staff, we have well qualified experts who can quickly join your team, get up to speed and begin adding value.

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Internal Audit Consulting

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Today’s business and regulatory environment is full of pit-falls and rocky passageways. Internal Audit must respond swiftly to ever expanding and unprecedented demands. Whether Internal Audit is new to your company, fully established, or somewhere in between, Pursuit Advisory Group can provide the experience and expertise to help you navigate to solid ground.

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More About Internal Audit Services

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CFO Advisory Services

 

Our consultants provide hands-on management of the entire Finance function, from essential accounting operations and financial reporting and SEC compliance to capital funding activities and strategic guidance to the Executive Team.​ We are experienced with leading every facet of the Finance function covering businesses in multiple industries.

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Management Advisory Services​

PAG offers a wide range of management advisory services to our clients:

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  • Business Process Improvement

  • System Evaluation and Selection

  • Strategy and Program Management

  • Business & Technology Integration

  • Business Transformation

  • IT Audit, Infrastructure & Security

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More About Management Advisory

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IPO and Transaction Support

PAG offers deep expertise to help navigate your company through serious ownership changes including:​

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  • Initial Public Offerings

  • Mergers

  • Acquisitions

  • Divestitures

  • Due Diligence

  • Purchase Accounting

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Business Planning and Consulting

Your business plan is essential to achieving your goals and preparing for future challenges. Leveraging extensive industry knowledge and experience, we collaborate with you to refine your business model, articulate clear objectives and enhance your vision for the future. Our flexible advisory services address financial forecasting, organizational structure, financing, and more, providing the tools and expertise to support your success.

Leadership

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Sam Auriemma

Partner and Principal

  • 25 Years as CFO of NASDAQ Companies up to $600 million in revenue, all with significant international operations.

  • Led Finance & Accounting, HR, IT, Legal and Investor Relations departments.

  • Experience on 4 Boards: 2 Public Company Boards & 3 Audit Committees.

  • Specialties: Operations, Mergers and Acquisitions, Restructuring and Investor Relations.

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Karen Lee

Associate

  • With 30+ years of Finance & Accounting experience including as a Corporate Controller for multiple organizations, Karen's expertise includes:

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  • Financial Reporting

  • Cash Management

  • Budgeting and Forecasting

  • Sarbanes-Oxley (SOX)

  • Internal Controls

  • Process Improvement

  • Conversions of multiple accounting systems

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Kyle Croxford

Partner and Principal

  • Over 25 years audit executive experience, leading Internal Audit, External Audit and organizations, including over 8 years with Big Four Accounting firms.

  • Helped establish and transform Corporate Compliance and Internal Audit organizations for multiple global enterprises.

  • Successfully led process improvement and cloud solution initiatives for critical functions within multiple public and private organizations.

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Jerry Justice

Partner and Principal

  • 30 years experience as a management consultant, entrepreneur and corporate executive, leading global public, private, start-up and fast-growth companies in multiple industries.​

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  • Expertise: ​

    • Fractional or Interim Executive

    • Initial Public Offerings (IPOs)

    • Mergers & Acquisitions / Integrations / Divestitures / Turnarounds

    • SEC Testimony, Investigations & Comment Letters.

Our 
Story

Get to Know Us

Headquartered in Newport Beach, California, Pursuit Advisory Group is committed to providing world-class and practical Management and Finance Consulting Services focused on our clients' success.  

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We’ve been honored to support numerous companies of various sizes and industries, all using a successful approach customized to each client's unique needs. As a trusted advisor, we build a strong relationship and collaboratively decide on the right solution to move forward. To put it simply, you can rely on us to be there for you when you need it most. Our services are available globally.

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Pursuit Advisory Group, LLC

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Get in touch today to learn how we can help you

Pursuit Advisory Group, LLC

Newport Beach, California

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