Execution-Driven Advisory Services

We provide cross-functional guidance across capital allocation, diligence, operations, and growth—tailored to each client’s unique objectives and challenges. At Red Lion Advisory, we provide flexible, high-impact advisory across the lifecycle of capital, growth, and transition. Whether advising a founder, operator, investor, or sponsor, we bring real-world execution experience and institutional-grade insight to drive meaningful outcomes.

Fundraising & Investor Preparation
Process & KPI Optimization
Tech & Data Infrastructure
Capital Planning & Value Creation
Market & Competitive Analysis
Budgeting & Cash Flow Forecasting
Debt Refinancing & Lender Negotiation
Exit Readiness & Transaction Preparation

Family Office Advisory

Red Lion Advisory serves as a high-impact partner to family offices, delivering institutional-grade diligence, strategic insight, and hands-on leadership across the private investment landscape.

Family offices are constantly navigating a flood of inbound opportunities—often with unclear risk, uneven quality, and limited transparency. RLA acts as a trusted, independent partner, rigorously evaluating deals, challenging assumptions, and uncovering what others miss. Beyond diligence, we offer retained advisory to help manage portfolio complexity, rebalance capital, and guide companies through key transitions. Whether you need investment insight or embedded leadership, we operate as a strategic extension of your team.

Retained Strategic & Portfolio Advisory

Ongoing access to our team for deal screening, portfolio monitoring, capital allocation decisions, and fractional C-suite leadership.

Independent Diligence & Valuation

Institutional-grade financial modeling, market analysis, operational reviews, and scenario testing—focused on clarity, risk, and value creation.

Private Company Investment Access

Exclusive and referred deal flow across growth-stage, late-stage, and sponsor-backed companies seeking capital, operational advisory, or liquidity.

Diverse Offerings

We advise clients across every stage of the investment lifecycle—from sourcing and evaluating opportunities to optimizing capital structures, improving operations, and navigating liquidity events. Our multidisciplinary team delivers the insight, rigor, and leadership required to drive value creation and mitigate risk in dynamic markets.