Your Partner for Institutional Readiness and Strategic Growth

Harvard Sustainable Business Strategy-certified President and Founder specializing in ESG capital strategy, institutional valuation, risk architecture, M&A, and complex public and private transactions.

Senior Project Manager with experience in crypto exchange operations, digital wallets, blockchain, fintech, international payments, commodity contracts, and cross-border business development.

Percy Cerff was Co-Founder and former Chief Executive Officer of CorporateAdvisor.org, with more than five decades of experience in global finance, government relations, and cross-border strategic advisory.

Investor relations and fundraising professional with experience in partnerships, startup fundraising, marketing, finance, real estate development, and cross-industry client engagement.

Legal, compliance, and governance professional with 10+ years of experience in audit readiness, software validation, internal controls, regulatory compliance, and AI-enabled business support.

Business development officer and investment banker with more than 40 years of experience in real estate, financial services, capital raising, portfolio management, and private placements.

Cannabis and hemp compliance specialist with experience in licensing, SOPs, regulatory affairs, business planning, branding, and international operations across cultivation, manufacturing, and distribution.

National Director of Marketing and Sales with 30+ years of experience driving market penetration, sales growth, and strategic business development across technology and multiple industries.

Legal and compliance advisor, Solicitor Advocate, and civil litigation specialist with experience in international trade disputes, business matters, mediation, asset transactions, and cross-border advisory work.

Financial activities and business development advisor with experience in architecture, design, sales management, engineering, and international project development across Italy and global markets.

Director of International Client Relationships with global experience in client development, business turnarounds, and cross-border projects across the former Russian republics, South America, the Far East, and the Middle East.

Chief Operating Officer and operations professional with 20+ years of experience in communications, project funding, real estate systems, and business development.

Corporate Structuring and Governance

Advisory on entity structure, board formation, governance policy development, and the transition from founder-led to institutional-grade oversight.

Capital and Transaction Readiness

Support for preparing financial models, investor materials, data rooms, and documentation for institutional review and due diligence.

Valuation and Financial Modeling

Advisory on valuation narrative and financial modeling in preparation for capital discussions, lender review, and strategic transactions.

ESG Capital Positioning and Risk Advisory

A structured, four-phase engagement to align your ESG and risk profile with institutional investor and lender expectations.

Compliance and Funding-Readiness

Guidance on strengthening your company's posture for lender underwriting, investor due diligence, and regulatory review.

Investor and Lender Materials

Development of investor presentations, information memoranda, and lender-facing documentation that communicate your story with clarity.

Discovery and Assessment

A confidential conversation to understand your business, objectives, and current state of institutional readiness.

Strategic Advisory

Expert guidance on governance, risk, ESG positioning, and capital narrative development – tailored to your situation.

Deliverable Preparation

We work with you to create the institutional-grade materials required for investor, lender, and board review.

Diligence and Transaction Support

Ongoing advisory support to help you navigate due diligence, institutional review, and strategic transactions.

The Partner You Need for the Road Ahead

Our advisory work is informed by the UN Sustainable Development Goals framework.

Institutional Rigor, Founder Empathy

We hold ourselves to the highest standards of analytical rigor while grounding our work in a deep understanding of the founder-led company experience.

Integrated Expertise

We address governance, ESG, valuation, and capital readiness as a connected system – not as isolated services – because institutional credibility requires all four.

Credentialed and Experienced Team

Our team brings decades of experience in finance, law, compliance, and corporate strategy. Our founder holds a Harvard Sustainable Business Strategy certification.

Right-Sized for the LMM

Our advisory is designed for founder-led and lower-middle-market companies ($3M–$50M enterprise value) – with pricing, timelines, and delivery models built for your reality.

Affiliated Companies

CorporateAdvisor.org is connected to affiliated businesses that offer complementary services. Related services may also be available through our affiliated companies, including eFunding Platform and Eando Global.

These affiliated companies operate independently and are presented here for reference only. CorporateAdvisor.org remains the primary brand and advisory identity for all institutional-readiness and corporate advisory engagements.

What types of companies do you work with?

We specialize in advising founder-led, growth-stage, and lower-middle-market companies with enterprise values between $3M and $50M. Our clients are typically preparing for institutional capital review, lender review, governance transition, or strategic transactions.

Is CorporateAdvisor.org a broker-dealer or fundraising platform?

No. We are a strategic advisory firm. We do not engage in broker-dealer activities, securities placement, or investor matching. We do not guarantee capital-raising outcomes. Our role is to prepare and position your company for institutional review.

How are your engagements structured?

Our engagements are typically structured as a flat advisory fee over a defined timeline (commonly 6–8 weeks for our ESG Capital Positioning service). Specific pricing and terms are discussed in a confidential engagement agreement.

Funding Readiness and Business Services Questionnaire

Our structured questionnaire helps us understand your business, assess your current state of readiness, and identify the most appropriate advisory services for your situation. Completing the questionnaire is a confidential first step in our engagement process.