About Merritt Advisory Group

Founded in 2019, by Kenneth Merritt, Managing Partner with more than three decades of client service and leadership advisory, our firm brings deep expertise to C‑suite executives and boards navigating their most critical decisions. Across industries, we have guided over 60 clients. delivered 90 major projects, supported 30 enterprise transformations, and advised 25 CFOs at pivotal points in their leadership journey.

OUR PASSION FOR PARTNERING WITH OUR CLIENTS IS ONLY EXCEEDED BY OUR EXCITEMENT FOR THEIR SUCCESS. WE PARTNER TO MAKE OUR WIDE RANGE OF EXPERIENCES THEIR BESPOKE AND TRIUMPHANT OUTCOME.

Kenneth Merritt, Founder and Managing Partner

ADM
Bank Of America
capital-one
Amazon
Peet's Coffee
Allstate
Highmark

Meet The Team

ken-merritt-founder

Ken Merritt

FOUNDER

 Transformation expertise in designing, delivering enterprise effectiveness, and efficiency through Strategy Expertise and Organization Advisory

Kenny-merritt-mergers-and-acquistions

KJ Merritt

MERGERS & ACQUISTIONS

A strategy consultant focused on helping leadership teams make high-stakes business decisions across growth strategy, M&A, and operational transformation.

Kamryn Meikle

Kamryn Meikle

MULTIMEDIA

Multimedia creative,  and youth-focused advocate focusing on inclusive and unique storytelling through mixed media marketing and content creation.

90

Strategic
Projects

60

Tranformational
Services

100%

Client
Satisfaction

FAQs

Merritt Adviosry works with CFOs and finance executives to design and transform finance organizations. He helps leaders clarify strategy, build capable teams, implement technology, and create governance structures that drive sustainable growth.

We work with Fortune 500 companies, mid-market organizations, and growth-stage businesses whose finance leaders want to move from tactical operations to strategic partnership.

CFO advisory provides experienced strategic guidance without the full time hire commitment. You get expert thinking, frameworks, and implementation support from someone with decades of experience. It’s ideal for companies that need expertise on specific challenges or transformation initiatives.

A Space Analysis is a comprehensive assessment of your current state, including structure, processes, technology, talent, and competitive positioning. It reveals where transformation can unlock the most value.

Finance thought leadership builds credibility with peers, investors, and stakeholders. It positions your CFO as an expert who understands industry trends and best practices. Thought leadership can include speaking engagements, published insights, board participation, and advisory roles that elevate both the CFO and the organization.

The CFO is critical to M&A success. They conduct financial due diligence, assess integration risks, design integration plans, identify synergies and cost savings opportunities, manage financial controls through transition, and ensure the combined organization achieves expected financial outcomes. CFO advisory helps guide this complex process.

CFO advisory is strategic guidance for finance leaders navigating organizational transformation, strategy clarity, and operational optimization. Companies need it when they’re facing growth challenges, digital transformation, M&A integration, cost reduction, or want to move their finance function from back office to strategic partner.

A strategic CFO focuses on aligning finance organization with business strategy, building capable teams, implementing technology that enables better decisions, creating governance that builds stakeholder trust, and positioning finance as a business partner rather than just a back office function.

Engagements vary based on scope. Some focused advisory work takes three to six months. Deeper transformation initiatives may take twelve to eighteen months. We discuss your specific needs and timeline upfront.

Results include clearer financial strategy, improved operational efficiency and cost reduction, faster financial close cycles, better financial decision making, stronger governance and compliance, successful technology implementation, and a finance organization positioned to support business growth.

CFO advisory starts with a comprehensive assessment of your finance operations, identifying inefficiencies, redundancies, and optimization opportunities. We then design and implement cost reduction strategies across processes, technology, and staffing while maintaining financial controls and accuracy. Many clients see meaningful cost savings within the first year.

Yes. We bring Fortune 500 level strategic thinking to small and mid-market companies. The frameworks scale and the impact can be even more meaningful when applied to smaller organizations.

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