Advisory

Elevating Your Business

1RDG Advisory, propels you forward by strategically charting paths to long-term financial success. From comprehensive financial assessments to strategic financial modeling, M&A advisory, and tax planning, we prioritize aligning our goals with yours to ensure enduring success. With a focus on holistic solutions and expert guidance in succession planning, HR advisory, and consulting, we guarantee that your financial objectives are met with precision and expertise.

Optimize your financial health with 1RDG’s expert financial assessment services. Our team conducts thorough evaluations tailored to your business’s specific needs, providing actionable insights for enhanced performance. Utilizing comprehensive analyses and industry expertise, we identify strengths, weaknesses, and opportunities to drive strategic decision-making. From financial health check-ups to performance benchmarking, we empower you to make informed decisions with confidence. Trust 1RDG for precise financial assessments that propel your business forward.

Elevate your financial strategy with 1RDG’s expert financial modeling services, including accurate projections tailored to your business’s unique needs. Our team crafts comprehensive models that provide invaluable insights for informed decision-making, utilizing advanced techniques and cutting-edge technology. From forecasting and budgeting to risk assessment and investment analysis, we empower you to make strategic decisions with confidence. Trust 1RDG for precise financial modeling that drives your business’s success.

Our seasoned consultants offer strategic guidance across various domains, including business development, operations optimization, and market expansion. With a tailored approach and deep industry knowledge, we help you overcome challenges and seize opportunities for growth. Whether you’re navigating change management or seeking innovative solutions, trust 1RDG for comprehensive consulting services that drive success.

Turn to 1RDG for comprehensive tax planning services that extend beyond mere compliance. We adopt a holistic approach, tailoring strategies to achieve your personal and financial objectives while proactively planning for the future and prioritizing financial well-being. Stay informed and compliant amidst constantly changing tax laws with our tailored solutions.

Navigate mergers and acquisitions with confidence through 1RDG’s expert services. Our comprehensive approach covers deal analysis and valuation, deal structure and negotiation, financing, due diligence preparation, legal document review, and post-closing support. With meticulous attention to detail and strategic expertise, we guide you through every stage of the process, ensuring seamless transactions and optimal outcomes.

Prepare your business for the future with 1RDG’s succession planning services. We specialize in identifying and nurturing the next generation of leaders, ensuring a seamless transition. From assessing internal talent to crafting comprehensive succession plans, we expertly guide you through every stage of the process. With our strategic support and industry expertise, your business can confidently navigate succession challenges and secure its long-term success.

Refine your HR strategy with 1RDG’s specialized advisory services. Our team excels in delivering tailored guidance for key HR functions such as performance management, technology optimization  and employee development. We ensure compliance with labor laws and industry standards while optimizing workforce productivity. From strategic HR planning to addressing complex employee relations issues, we provide comprehensive support to help you achieve your organizational goals. With our expertise, you can navigate HR challenges effectively and build a strong foundation for business success. 

Related Articles


Case Studies


"Awesome, Laura. I can’t thank you enough for all of your assistance on this. You are a rock star!"

Lindsay

"I am writing regarding Gina Keyes support and efficiency in regards to the Monroe County Sheriff's Foundation and myself. She is always so helpful in all aspects relating to the Foundation. She is very patient and accommodating with our check pickups, receipt procedures and quickly forwards the Foundation's donor cards to me. She also answers my emails in a very timely fashion. I have appreciated her thoughtfulness and professionalism for a very long time. Gina is an asset to the RDG firm. "

Phyllis B.

"While I am certain the complexity of our situation was never much of a challenge for you or the firm, and finding another accountant to do our taxes won’t be too taxing, it was always reassuring to us to know our stuff was being handled by someone with the experience and history with us to see it through at a high level. We wish you the best!"

Jeff

"Hope you're doing well. I meant to send this email to you some time ago and apologize that it has taken me so long! I wanted to let you know how much we appreciate you and your team's help and guidance over the last two last quarters."

Steve N.

"This is great. Very creative. - (assisting a client with a 1031 exchange with an installment sale feature)"

Anonymous Testimonial

"Gina - Thank you so much for your assistance in cleaning up the accounting issues. Once again, RDG knocks it out of the park with their abundance of knowledge and excellent customer service! "

Steve B.

"P.S. I am very pleased with the progress of the PPP forgiveness as we received notice that we were forgiven! Big Thanks to the RDG crew and the magnificent work you are doing!! "

Bill F.

"I think we have been there from the early days with you and you have been a friend and trusted advisor to us on a personal level as well as for the clients we have referred over the years. It was always comforting to “just call John” with any of our infrequent questions, career conversations, or to address our annual tax filings."

Jeff

"Yesterday, during our Board Meeting, I was impressed by the concise explanations of the year and more, the evident understanding of what we do and how. Without question, the challenges of the last 13 plus months were not only difficult, but they took us into situations we never thought we would experience and down roads we had never traveled. "

Arnie R.

"Best news! Thank you for all you do - (response to informing client of much needed PPPL 24 week covered period moments after legislation was passed)"

Anonymous Testimonial

"You guys have really helped make growing our team a very smooth and successful process for us thus far. "

Steve N.

"It is great to hear about the success and re-focus of your firm. One of many inescapable truths is that there are only 24 hours in a day. We hope you are well and this transition is a positive one for you and your family."

Jeff

"Appreciate the help and speed! RDG has blown away my expectations! - (turnaround of an individual return rush filing for a mortgage application on a Sunday at 11 pm)"

Anonymous Testimonial

"Peter, Lori, and Tim, I wanted to take a moment to thank you for the work all of you did on behalf of RBTL during this very difficult time."

Arnie R.

"Honestly, thank you for all you did. Having you and your amazing company has been a game changer for me. I cant say it enough. Thank you. "

Craig C.

"Wow! Thanks for keeping track of this. - (regarding protective claim refund filing)"

Anonymous Testimonial

"You’re doing a nice job communicating helpful info to people, with confidence. The added personal assurance that you’ve got everyone’s back is great. Perfect messaging for these messed up times. "

Bob B.

"It was very gratifying to have you and your firm helping guide us. Nothing could ever have prepared us for any of what we experienced, but you were right there and on point every step of the way. I know that I speak for everyone in saying a sincere thank you! "

Arnie R.

"They would like to talk to you about your firm and what you guys have to offer compared to what they are doing with their local accountant. I told them that I have always felt guided in the right direction with you and RDG. That you have helped me with great suggestions to maximize income as well as the phenomenal care and attention your firm has offered during this COVID crisis. Guys, you are in great hands! - (referral from a client regarding experience and relationship with RDG)"

Anonymous Testimonial

"Ryanlynn, thanks for the call today. Every time Will and I get off the phone with you, we say, "man, she's awesome"!"

Anonymous Testimonial

"Michelle is excellent! Simply excellent! While her nonprofit knowledge grows, she steadily advances my understanding and the proficiency of our internal controls. She is great to work with, her professional demeanor allow for me to simultaneously learn and direct, a rare skill! Great choice for GFD to date."

Bill

"Ryanlynn you rule! Thank you."

Anonymous Testimonial

"You guys are incredible WOW. Your hard work and long hours are so greatly appreciated."

Sarah C.

"I like my attorney in Texas, he gets the work done fast. Working with you I have seen how comfortable it makes me to work with a clear thinker and strategist and I would like to find that in an attorney as well. If there is an attorney or company that you think is top notch and makes themselves available for their clients, I would be open to switching. - (clients looking for relationships with other advisors similar to their relationships with those at RDG)"

Anonymous Testimonial

"Thanks for being proactive and on top of this. - (regarding protective claim refund filing)"

Anonymous Testimonial

"Thank you so much for being so on the ball with all of this!! I don’t know what I would do without you!! – (on top of PPP2 and Employee retention credit stimulus)"

Anonymous Testimonial

"I hope you guys know how much YOU ROCK!” – (In response to Gina Keyes getting client’s financial statements in order quickly for bank refinance.)"

Anonymous Testimonial

"THANK YOU SO MUCH! I could not be happier!!! "

Sarah C.

"You did an excellent job again today. I’m sure it’s a tremendous help for many companies. Many small business owners out there still don’t get it. hopefully someday we’ll get through to them! In the meantime, thanks for all you guys do you’re certainly appreciated!"

Steve W.

"The webinar on PPP changes you guys did yesterday was amazing. The best webinar I’ve attended during all of this –and I’ve done a lot!"

Julia A.

"Just wanted to send a quick thank you note. John, thank you! It was a pure joy working with you. Our audience was seriously impressed, and I was even more so! I really appreciate the seriousness and dedication you have shown towards our webinars. Thank you and have a wonderful evening!"

Hans R.

"I just wanted to let you know that I was on your webinar last week and you did an amazing job! It was super informative. I forwarded the invite to a lot of customers, and they said the same. I’m hoping that you get some new clientele from the folks that I had join or that I sent information to from the information that you provided. I’m shocked by the number of CPA’s who really don’t understand the whole PPP process."

Linda D.

"I've been watching from afar how you're taking care of your customers. Becca on our team can't speak highly enough of the help we've received from RDG. "

Garry W.

"You and the team are doing a great job of keeping us updated with your e-blasts… WELL DONE! "

Andrew D.

"You and your team are just awesome!!! Thanks for all your work. I could never read 5,000 pages of this! From the IDS Accounting Dept. "

Stacy, Joni and Lori

"Thanks so much! You guys have been great in this progress, thanks for keeping us up to date, we really appreciate it!"

Rachel

"These updates are fantastic……they’re specific and to the point and they keep me informed! Really appreciate you guys and what you all do! Thanks John! Stay safe! "

Robin

"I completed the PPPL Application just now. Thank-you John! I couldn’t have done it without you all. Much Love and Appreciation."

Deanna

"Very helpful and you and your team are to be commended on your huge effort to pull this together! "

Rick

"Thanks for everything, Tim. You have been wonderful, patient, awesome-in-a-zillion-ways. "

Holly C.

"John & all at RDG+P, the snip below says it all! Thank you for arranging this. You 'guys' are the best! I'm a customer for life."

Gary R.

"This guy (Adam Pettinella) has gone above and beyond, he is just amazing."

Anonymous

"Honestly, thank you for all you did. Having you and your amazing company has been a game changer for me. I can’t say it enough... Thank you!"

Craig P.

"I wanted to thank you and all your staff for all you’ve done for us the last 12 months. Your team is excellent, and I always highly recommend your firm to all my clients. I’m so happy we switched over for all or benefits as well. Thanks!"

Simon

"Fantastic! Terrific! Incredible and Amazing! Thank you so much and thanks for making our night. We appreciate your support immensely and thank you for your incredible guidance."

Laura C.
Laura C.

"Without question, the challenges of the last 13 plus months were not only difficult, but they took us into situations we never thought we would experience and down roads we had never traveled. It was very gratifying to have you and your firm helping guide us. Nothing could ever have prepared us for any of what we experienced, but you were right there and on point every step of the way. "

"First, thanks to you and everyone at RDG sending out regular updates. The updates have been really helpful in navigating the ever-changing programs. Thanks for your support – I know you and everyone at RDG have been working around the clock to keep track of the ever-changing landscape. "

Eric L.
Eric L.

"Thanks a million….this information has been terrific!"

Rick C.
Rick C.

"Thanks for everything, Tim. You have been wonderful, patient, awesome-in-a-zillion-ways. "

Holly A.
Holly A.

"John – this is terrific communication. Nice job. "

Edward H.
Edward H.