Portfolio Management Group, LLC

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Introduction: After over 25 years of successful business operations and entrepreneurship, we decided to take another direction. We now share our expertise and background with other companies and individuals because we enjoy seeing younger companies succeed. If we can be part of that success, then we have accomplished our mission. We are a small group of dedicated business professionals who use our proven expertise and background to find improvements and change that we know will improve business operations and sustain growth with profitability. The last company we started, was with $20,000 and we grew it to almost $12 million in annual revenues over 10 years. We were a 3-time honoree on the Inc 500, "Fastest Growing Private Companies in America". We can deliver that kind of growth for you.

Overview

Background checked

3 employees

11 years in business

Payment methods

This pro accepts payments via Cash and PayPal.

Social media

Twitter

Featured Projects

7 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and value.

5.0

1 review

5

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Chia Hsin c.

Sep 7, 2018

Very experienced consultant

Credentials

Background Check

Craig Daley

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Each client is different with varying needs, so we price each project specifically to the work plan for the client. There is no "standard rate".
What is your typical process for working with a new customer?
1. Free Consultation 2. Assessment 3. Develop a work plan 4. Implementation
What education and/or training do you have that relates to your work?
Bachelor's in Business Admin and Hotel Admin with over 30 years of management and business ownership experience. 10 years in Business and Management Consulting with transaction experience and private equity. Partner holds MBA in Accounting with 2 undergraduate degrees and 15 years of field experience in numerous industries. Eligible to sit for FL CPA exam.