Insights

Expansion & Partnerships The company actively pursues partnerships and joint webinars with external firms (Landeggeresq, IOA Insurance, LogicBoost Labs), signaling openness to strategic alliances and co-marketing opportunities that can be leveraged to introduce additional services such as expanded outsourcing, HR tech integration, or compliance offerings to new client segments.

Leadership & Strategy Recent leadership changes with a new CEO and ongoing involvement of a president/founder suggest a transitional phase where clients may seek stability and expanded capabilities. This presents an opening to position comprehensive CFO/CAO advisory, financial transformation, and scalable operations services to reinforce continuity and growth.

Financial Health Signals Reported revenue range of 50 to 100 million and a diverse client base across industries indicate resilience and potential for cross-sell across accounting, finance, HR, and operations. Target expansion into mid-market firms seeking outsourced finance and HR leadership, including fractional C-suite services.

Industry & Service Fit Industry exposure spans construction, life sciences, manufacturing, nonprofit, education, professional services, retail, and tech, suggesting opportunities to tailor bundled solutions (e.g., ERP, HRIS, cost control, and compliance programs) for sector-specific pain points and procurement cycles.

Talent & Delivery Strong emphasis on outsourcing, interim staffing, and senior-level consultants (CFO/CHRO) signals readiness to scale delivery for clients with temporary leadership gaps or growth phases. Leverage this to offer rapid onboarding programs, vendor management, and project-based accelerators that lock in longer-term retainers.

PBO Advisory Group Tech Stack

PBO Advisory Group uses 8 technology products and services including ISO 13485, Amazon Web Services, Open Graph, and more. Explore PBO Advisory Group's tech stack below.

  • ISO 13485
    Certificates
  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • CookieYes
    Cookie Compliance
  • Microsoft Access
    Database Management Software
  • Epicor
    Enterprise Resource Planning
  • WPBakery
    Page Builders
  • Spotify Widgets
    Widgets

Media & News

PBO Advisory Group's Email Address Formats

PBO Advisory Group uses at least 2 format(s):
PBO Advisory Group Email FormatsExamplePercentage
First@pboadvisory.comJohn@pboadvisory.com
71%
FLast@pboadvisory.comJDoe@pboadvisory.com
16%
Last@pboadvisory.comDoe@pboadvisory.com
7%
FirstL@pboadvisory.comJohnD@pboadvisory.com
6%
First@probackoffice.comJohn@probackoffice.com
44%
Last@probackoffice.comDoe@probackoffice.com
30%
FLast@probackoffice.comJDoe@probackoffice.com
17%
FirstL@probackoffice.comJohnD@probackoffice.com
9%

Frequently Asked Questions

What is PBO Advisory Group's phone number?

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You can contact PBO Advisory Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is PBO Advisory Group's official website and social media links?

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PBO Advisory Group's official website is pboadvisory.com and has social profiles on LinkedIn.

How much revenue does PBO Advisory Group generate?

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As of July 2026, PBO Advisory Group's annual revenue is estimated to be $50M - $100M.

What is PBO Advisory Group's NAICS code?

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PBO Advisory Group's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does PBO Advisory Group have currently?

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As of July 2026, PBO Advisory Group has approximately 45 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include Chief Financial Officer: G. L.Consulting Chief Financial Officer: R. D.Consulting Chief Financial Officer: T. V.. Explore PBO Advisory Group's employee directory with LeadIQ.

What industry does PBO Advisory Group belong to?

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PBO Advisory Group operates in the Business Consulting and Services industry.

What technology does PBO Advisory Group use?

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PBO Advisory Group's tech stack includes ISO 13485Amazon Web ServicesOpen GraphCookieYesMicrosoft AccessEpicorWPBakerySpotify Widgets.

What is PBO Advisory Group's email format?

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PBO Advisory Group's email format typically follows the pattern of First@pboadvisory.com. Find more PBO Advisory Group email formats with LeadIQ.

When was PBO Advisory Group founded?

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PBO Advisory Group was founded in 2012.
PBO Advisory Group logo

PBO Advisory Group

Business Consulting and ServicesCalifornia, United States11-50 Employees

PBO Advisory Group is a San Diego-based firm in the business consulting and services sector with more than a decade of experience. It offers assessment, outsourcing, and advisory services in accounting and finance, human resources, human capital consulting, and operations to improve efficiency and profitability and help clients meet short- and long-term goals. The company serves a broad mix of industries across the United States and internationally, including construction, life sciences, manufacturing and distribution, nonprofit, private schools, professional services, retail, and technology.

It provides outsourced support, filling interim roles or acting as an outsourced department, including fractional CFOs and Chief People Officers, remotely or onsite. It advises through all stages of the business cycle—from startup to acquisitions—emphasizing scalable solutions that address efficiency and profitability, and it can assist clients with Employee Retention Tax Credit navigation. The firm stresses a disciplined approach grounded in quality, integrity, and ongoing organizational changes to maintain competitiveness.

Section iconCompany Overview

Phone number
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2012
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    PBO Advisory Group's revenue is estimated to be in the range of $50M - $100M

Section iconFunding & Financials

  • $50M - $100M

    PBO Advisory Group's revenue is estimated to be in the range of $50M - $100M

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