About Us
Trusted financial and strategic advisors for middle-market investors, owners, and operators.
High Point Advisory Group is a financial advisory firm providing institutional-grade accounting, finance, and strategic support for growing companies, investors, and advisors across the middle market. Our team combines financial clarity with operational insight to help clients strengthen performance, improve visibility, and make informed decisions. From daily accounting to transaction execution and long-term growth planning, we deliver the leadership and precision needed to create lasting value at every stage of the business lifecycle.
Our Mission
To enable middle market investors and operators.
Our Approach
We combine the discipline of an investment bank with the hands-on perspective of operators. That means every analysis, financial model, and strategic recommendation is built not just to inform—but to enable decisive action. Our goal is to help clients see around corners, manage risk proactively, and execute with confidence.
Core Values
Clarity
Straightforward reporting and advice that cuts through complexity.
Discipline
Methodologies rooted in financial rigor and operational detail.
Speed with Precision
Deliverables on tight timelines without sacrificing quality.
Partnership
Collaborative engagement with clients and their stakeholders.
Our Clients
We partner with a broad spectrum of middle market stakeholders, including: private equity firms, family offices, business brokers, M&A advisors, search funds, entrepreneurs, and established operators. Each relationship is tailored to align with the client’s investment thesis, operational goals, or exit objectives.
Industry Experience
Our team has worked across a range of industries where precision and credibility matter most: Cannabis, Construction, Education & Youth Enrichment, Energy, Gaming & Entertainment, Healthcare & Life Sciences, Hospitality, Industrial & Manufacturing, Professional & Business Services, Real Estate, and Retail & Consumer Goods.
The High Point Advantage
Unlike larger firms that overlook the middle market, High Point Advisory was built for it. We combine speed, flexibility, and financial expertise to deliver not just analysis, but insight, strategy, and execution—helping businesses perform stronger and investors achieve lasting results.
GET STARTED
Ready to Move Forward?
Your next step deserves clarity and confidence. High Point Advisory Group delivers the diligence, advisory, and financial leadership needed to realize lasting value.