Advisory Services
Experienced judgment, direct access, and engagements designed around important business decisions.
Principal Business Advisory
Ongoing, confidential strategic guidance for established business owners. Discussions may address financial performance, operations, leadership, capital allocation, risk, growth, and major decisions.
Our retainers emphasize direct access, scheduled strategic conversations, and practical advice—not routine monthly reports or unnecessary consulting deliverables.
M&A & Exit Advisory
Strategic support for owners considering a sale, acquisition, or ownership transition. Areas may include exit readiness, value-enhancement priorities, operational preparation, transaction evaluation, and coordination with professional advisers.
We focus on strategic preparation and business judgment; regulated brokerage, securities, legal, tax, and investment services are outside our general advisory scope.
Strategic Projects & Growth
Defined projects addressing business performance, expansion, organizational design, management challenges, strategic plans, and special situations.
Each engagement is scoped around clear objectives, deliverables, responsibilities, and timing.
Executive Strategy Sessions
A confidential, focused 90-minute conversation about a specific opportunity, challenge, transaction, or decision, informed by relevant background supplied in advance.
For owners who need an experienced outside perspective without an ongoing engagement.
Selective Relationships. Direct Involvement.
Glades Advisory intentionally works with a limited number of clients. Every engagement is led by Dallas Owens, with the scope and communication expectations agreed at the outset.
Significant written analysis and special projects are scoped separately so ongoing advisory relationships remain focused and responsive.
Let’s Discuss What’s Next.
Explore an important decision, opportunity, or challenge with an experienced, independent perspective.
Request a Confidential Conversation