CEO Advisory Group Employee Directory
Business Consulting and ServicesWashington, United States2-10 Employees
CEO Advisory Group is a small business consulting and services firm offering advisory services related to mergers and acquisitions tailored to the credit union industry. It was formed at the request of credit union client CEOs who sought a trusted M&A advisor with a deep understanding of credit unions' motivations and operations. The firm positions mergers as its core competency within the unique context of credit unions. It is based in Bonney Lake, Washington, operating from a PO Box, and employs 2 to 10 people. Recent activities include the release of Part 2 of a whitepaper series on bank acquisitions in 2025 and a partnership with McQueen Financial Advisors and Luse Gorman, PC; reported revenue is in the range of $1 million to $10 million.