What Our Advisors Do

AEG advisors bring recognized expertise in complementary disciplines required to grow value in mid-market businesses, prepare for exit or transition and turn that value into personal wealth. Our integrated model was designed specifically to provide continuity of coordinated   services throughout your company lifecycle.


Strategy & Operations
Marketing & Sales
Talent Management
Equity and Debt Capital
Finance & Accounting
IT and Cybersecurity
Risk Management


Estate Planning
Financial Planning
Wealth Management
Charitable Giving
Real Estate
Tax Planning


Business Succession
M&A Legal
Private Equity

Our Advisors are Connected

Our advisors have built deep relationships with owners, service providers and centers of influence across the region. Many are in leadership positions in their respective professional or business associations. The power of these connections is our collective ability to deliver to you the needed capabilities, capital and connections to grow your business and live a good life.

Mark Haas of AEG conducted a CoreValue Assessment of my emerging company, DisposeRx, where we are building a rapidly growing company with a mission to help stop the opioid epidemic with a site-of-use method of drug disposal. It is critical that we redefine our mission and objectives as we take our next steps transitioning from a start up to an operating company with significant revenues. The CoreValue assessment performed by Mark Haas provided us with a candid assessment of where we are and helped us to define our critical next steps to manage our growth and capture our value.
John Holaday, CEO, DisposeRx

Contact Us

Call or email us to discuss how we can help you get started.