Based in booming Dallas, Middle Market Advisory LLC (“MMA”) was founded to provide specialized consulting support to businesses ranging in size from funded start-ups to a multinational companies, and businesses at different stages of growth in between.

MMA also serves as advisors to the private company owners and leaders of founder run, family owned, and private equity portfolio businesses.

Our motto is “We Like It Complicated” because we take pride in applying our specialized expertise to creating value for clients in complicated scenarios.

The MMA team includes professionals with in-depth international business experience – including as expats, and fluency in multiple languages (Spanish, Chinese, and Portuguese).

MMA’s founder has a Big 4 M&A advisory background as well as having served as CFO and CFO / COO at private companies.  This combination of experience in consulting and industry brings a complete multidimensional and holistic perspective to MMA's approach and results.  Additionally he has an MBA in Finance, International Business, and Information Technology from New York University and began his professional career as a licensed Certified Public Accountant (CPA).

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CFO As A Service
Permanent part-time

For middle market enterprises looking to take advantage of the experiences, skill set, and strategic perspective of a modern CFO without blowing the budget we offer virtual CFO services.


The inherent complexity in the execution of strategy to create operational success hides many areas of risk and limits opportunity.  Only an expereinced CFO / COO has the X-ray vision to see where these may be.


More efficiency = More money earned, more money saved.


Not happy with the results of your ERP?  Have no clue what an ERP is?  Still doing everything in Excel?

Still not getting the closes done on time?  Not ready for year end?  Auditors unhappy? Waiting to make business decisions because you still don't have financials - financials for last month?




NAFTA / USMCA - have you considered potential scenarios - both good & bad?

Tariffs on China - still think "they're going away..."

If you missed the webinar "Doing Business in Mexico - Expect the Unexpected" or the "Mexico the New China" conference in Dallas please contact us.