Creative Solutions for a Legacy of Success
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Strategic Advisors

JPB Partners Strategic Advisors

At the end of each day, there are two key items that key decision makers/owners need to keep upper most in their minds: Am I satisfying my clients today and tomorrow? Am I adding value to my company? From our experience, we have assembled a set of professional services that we firmly believe are germane and relevant to these two questions every day.


As part of an organization whose principals have been involved in over 250 transactions, JPB understands what adds value to companies at every stage of development.
~ Mark Rohde, CEO, JPB Partners Strategic Advisors

JPB Partners Accounting Services

JPB Partners Accounting Services provides a wide range of accounting and financial services to a target market of small to medium-sized companies. While we are not your traditional accounting firm - we offer you qualified and competent professionals to handle your financial needs to ease your burden and free up your time to do what you do best. We do this through a variety of offerings starting with our CFO services.

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You may be asking yourself, do my financials and my financial institutional relationships tell me where I have been, where I am and where I am going? Do they provide this information in the most timely manner possible? If the answer is not "YES", JPBAS is the strategic partner to bring more discipline, more rigor, more strategic thinking and stronger results to your finances. Through our outsourced services you, the client, will begin to see the overall financial health of your company improve.

  • CFO Services: provide oversight of your company's financial health and act as a gatekeeper for all financial aspects of the company to provide you with a competitive advantage.
  • Controller: day-to-day tactical accounting ensuring the company's transactions are properly recorded and that financial statements are generated monthly.
  • Bookkeeping: accurate and efficient accounting of your business's financial transactions.
  • Project Consulting: strategic initiatives to successfully help achieve your company's short and long-term goals.
  • Valuation: comprehensive objective analysis to determine the value of your business and aid your company in making informed decisions.

Mergers & Acquisitions

With our clients' needs at the forefront, JPB Partners Strategic Advisors provides a comprehensive array of strategic advisory services to lower-middle market companies including strategic planning, exit planning, merger and acquisition (M&A) support, financial and human resources solutions and services. JPB Partners Strategic Advisors provides clients with proven expertise and capabilities that address critical challenges and opportunities that ultimately increase the value of their companies.

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Like our clients, the JPB Partners Strategic Advisors team is comprised of highly-skilled business leaders with extensive real world experience. And the JPB Partners team has successfully leveraged this experience for lower-middle market businesses to help ownership and management to take the company, "to the next level."

JPB Partners' strategic advisory solutions and services include:

Strategic Advisory Corporate Strategy Organizational Strategy
Pre-Transaction Planning
Private Business Sales
Corporate Divestitures
Targeted Acquisition Services
Recapitalizations
Exit & Succession Planning
Management & Leveraged Buyouts
Strategic Planning
Operational Improvement
Debt Refinancing
Financial Analysis, Reporting & Controls
Restructuring & Turnarounds
Annual Operating Plans & Budgeting
HR Audits/Policy Development
Leadership & Management Team Assessments
Benefit/Compensation Plan Development
Accounts Payable/Receivable
General Ledger

Human Resources

Most companies claim that they value the relationships that they have with their clients. The key to determining whether that is the case is evaluating the relationship that they have with their employees. JPB Partners Human Resources Services, possesses the talent, skills, and capabilities to raise the relationship that companies have with their employees to the next level and beyond. Because of this enhanced relationship, JPB Partners supported companies have seen significant impact on their revenues, profits, productivity, retention, and employee referrals after they engage JPB Partners.

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Our Ongoing Support Program includes:

  • Benefits Administration
  • New Employee Orientation
  • Recruitment Coordination
  • Employment & Labor Law Compliance
  • Employee Handbooks
  • Management Development & Training

For more information contact: