Fractional CFO & Business Coach to AMBITIOUS software dev agency owners | Build your dream business without selling your soul to VCs | I offer a course for beginners to learn DIY bookkeeping | 😎 Girl dad

Digital agencies are brutal 😩




What other business deals with as many feast & famine cycles?

🙅‍♂️None🙅‍♂️

It is an easy model to start…
…but requires balls of steel to endure.


Here are THREE questions to ponder:

1️⃣ Does my accountant know how to keep me in the game?

2️⃣ Are they giving me the advice I need to grow without dying of revenue indigestion?

3️⃣ Have they helped me plan my exit?



Be real with yourself.

If you answered “no” to all three…
you’re playing with fire. 🔥 

Agency work is tough as it is.

Get the right advisor in your corner.


There is a light at the end of this tunnel.

It’s up to you whether it’s
blue sunny skies ☀️ 
or a train 🚂 

Tony Wilson, CPA, CMA

Daniel Talbott

Talbott Advisory Group

In 2023, Talbott Advisory Group, launched M&A advisory services and soon found a niche in helping other accounting firms and their clients exit their businesses quickly, easily, and for the most money possible—or grow through acquisition.  

Brokered by: eXp Commercial

M&A Advisor

Talbott & Co., now Talbott Advisory Group, started by offering bookkeeping, accounting, tax services under the name Balancely, and fractional CFO services as Profit and Grow. We now exclusively focused on mergers and acquisitions advising and business brokerage. 

Talbott & Co. began in 2019 as a family owned and operated advisory accounting firm, offering tax planning, tax preparation, bookkeeping, and strategic advisory services to small businesses all over the US.

Business Consultant

eXp Commercial

Business Broker

Acquisition Experts, LLC / Florida Business Brokers

Formations

Formations is an tax accounting software as a service company, building a platform to offer bookkeeping, accounting, and tax preparation to Real Estate agents and other professionals.

Sr. Corporate Tax Manager

Collective

Joined the co-founders as the first full-time employee. Served the client base of Solo Entrepreneurs with accounting, tax planning, and tax preparation. 

Managed Sales and Client Success, and aided in build the Operation, Marketing, and Fulfillment teams.

Senior Tax Advisor

Omni Financial Vero Beach, FL

Once credentialed, as an Enrolled Agent, built a client book of 80 cases; high net worth, business owners, and non-profits. 

Managed and implemented tax controversy resolutions and tax mitigation strategies. Handled all negotiations with the Federal and State taxation authorities. Advised clients in ongoing tax mitigation restructuring.

Tax Associate

Career pivot into Tax Accounting

Served as paralegal to a Tax Attorney while learning the tax resolution and tax planning business, and working toward licensure. 

Analyzed tax controversy cases, established initial resolution strategies, prepared financial packets, offers, and abatement letters.

Tax Law Paralegal

Bankers Surety

2013-2014, founded and operated an independent agency. 

2014-2018, acquired and operated a larger, more established agency, and served as Principle Agent.

Principal Agent

As a limited liability surety agent, I managed business development, customer relationships, and financial underwriting of new bonds.

Agent

As an Intern / Agent-in-Training, I learned surety bond underwriting while preparing documentation and agency reporting. Responsible to managing notices and client contact.

Intern

I’m Daniel Talbott, founder of Talbott Advisory Group, where we specialize in helping accountants achieve their goals—whether it’s maximizing the value of their business for a sale, navigating growth through strategic acquisitions, or adding revenue through the addition of M&A Advisory services. 

With a focus on Main Street and lower middle-market firms, $500k-$5M in EBITDA, we bring expertise in M&A advisory, business brokerage, and a firm growth. 

My journey began as an entrepreneur, which gave me firsthand experience with the challenges of running a business. Over the years, I’ve scaled two venture-backed virtual accounting firms, launched my own client advisory accounting services (CAAS) firm, and expanded into mergers and acquisitions. Today, I combine my modern accounting firm expertise with a deep understanding of the human side of entrepreneurship to deliver results that matter.

At Talbott Advisory Group, we offer a white-glove, investment banking-level experience to firm owners looking to sell their businesses, acquire new ones, or build a strategy for long-term success. My specialty lies in serving accountants and professional service firms, but my passion is helping all entrepreneurs reach their next chapter, whether they’re planning for retirement or pursuing growth opportunities.

Let’s connect if you’re ready to:
	•	Maximize the value of your Firm
	•	Acquire another Firm to fuel growth
	•	Scale your Firm by offering M&A Services

📩 Reach out—I’d love to help you achieve your next big goal.

taplio

The Battle

Tony Wilson, CPA, CMA

Daniel Talbott

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