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Executive financial leadership
CFO-level perspective applied every month.
Funded a full season with no credit line
Advisory Motion is a methodology that helps growing businesses make better financial decisions through executive financial leadership, proactive tax planning, and actionable insight.
+$1.2M of cash freed over 12 months.
Collections tightened, deposit terms restructured and vendor timing sequenced against payroll. Cash stopped being a monthly surprise.
CFO-level perspective applied every month.
Tax decided ahead of the year, not reported after it.
The few decisions that matter this quarter, priced.
You always know what we're working on, what we found, and what we're asking you to decide.
How the work gets sold, delivered and paid for — before we form a single opinion about the numbers.
Integrate the financial and operational information.
Identify what is truly driving the results.
Forecast what is likely to happen next.
Measure the financial impact of the available options.
Prioritize the decisions that matter.
Track results and refine the plan.
Better decisions compound over time.
Our approach considers those decisions together, giving business owners the context and perspective to move forward with confidence.
Better financial decisions create stronger businesses.
Timing is its own discipline. Receivables, deposits, and debt service decide whether a good month becomes usable capital or a bank line.
Click any driver to see how it moves your business — and what happens when it's ignored. This is how we think about your business behind the scenes.
Select an industry to see the financial and operational drivers we focus on — and a bespoke view of how that business actually works.
We understand construction because we focus on the numbers, operations and decisions that drive results.
Illustrative examples drawn from typical engagements. Named case studies are shared under NDA on request.
Growth was accelerating but cash was tightening — a $5M contractor couldn't fund the next season without a credit line.
A regional professional-services firm was busy but under-earning — utilization looked strong, realization did not.
Working capital was tied up in raw materials and slow-moving SKUs, while the shop was still asked to grow.
The firm was founded by Terry Tully after nearly two decades working in finance, accounting and financial leadership. His experience includes working with business owners at JPMorgan Chase and later serving as Senior Finance Director at Accounting Management Group, where he partnered with privately held businesses generating approximately $2 million to $20 million in annual revenue.
That work spanned construction, healthcare, legal, manufacturing, distribution, professional services, trades and family-owned businesses. Across those experiences, one pattern became clear: the businesses that consistently grew, improved profitability and created long-term value made better financial decisions.
That insight became the foundation of Advisory Motion. Today we bring together financial performance, cash-flow planning, forward-looking analysis, operational insight and proactive tax strategy through one ongoing methodology built around a single objective:
Tell us a little about the business. We'll respond personally within one business day.