Business Consulting by Byram Advisory Group

Byram Advisory Group leverages AI in Finance to assist lean teams in enhancing their output through agentic workflows, improved reporting visibility, and strategic consulting in finance and accounting, ultimately driving business growth.

Business Consulting by Byram Advisory Group

How We Help

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Agentic Workflow Implementation

At Byram Advisory Group, we assist lean teams in connecting disconnected systems, automating manual handoffs, and implementing AI-enabled workflows that enhance throughput and facilitate business growth without the need for unnecessary headcount. Our strategic consulting services leverage AI in Finance to streamline operations and drive efficiency.

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Peregrine for Finance & Accounting

Peregrine is our AI-driven agentic platform designed for lean finance and accounting teams. By leveraging AI in finance, it streamlines reporting, close support, reconciliations, task management, and recurring finance workflows, ultimately contributing to business growth. Byram Advisory Group recommends this strategic consulting tool for enhancing operational efficiency.

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M&A Readiness

At Byram Advisory Group, we help companies prepare for buyers, investors, and institutional capital by enhancing their reporting processes, documenting key operations, reducing key-person dependency, and improving management visibility. By leveraging AI in finance, we drive business growth and strengthen strategic consulting efforts.

Agentic Workflows

Stop Managing the Gaps Between Your Software

Most growing companies rely on a mix of disconnected tools such as spreadsheets, CRMs, accounting systems, project management platforms, email, shared drives, and reporting decks. The challenge isn't always with the individual software; rather, the issue arises when work gets stuck between these systems. This is where Byram Advisory Group comes in, helping teams develop agentic workflows that connect their existing systems, automate manual handoffs, and consolidate critical business information into one source of truth. By leveraging AI in Finance, these workflows can pull data from multiple systems, route tasks to the appropriate team members, generate insightful reports, flag exceptions, update records, and ensure teams remain aligned without the need for endless spreadsheets, status meetings, or manual follow-ups. The outcome is a streamlined operating system for the business, resulting in better visibility, faster execution, fewer dropped balls, and enhanced leverage for lean teams, ultimately supporting sustained business growth through strategic consulting.

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Built for finance teams, Designed for Executive Teams: Peregrine

Peregrine is an agentic workflow platform designed to help lean finance and accounting teams reduce manual work, improve reporting workflows, and create a more reliable operating cadence.

Financial Command Center - See Revenue, EBITDA, Cash, AR, & Key Risk Indicators in one place.

Cash Flow Monitoring - Monitor Cash Position, Cash Inflows, & Cash Outflows.

Month End Close Tracker - Track Open Tasks, Overdue Items, and Close Progress

Push/Pull Capabilities with Quickbooks Online - API Access to Quickbooks online, can post transaction to your quickbooks file.

AI Transaction Review - AI Monitors cash and expense accounts for anomalous transactions

Agentic Chat Workflows - Your own CFO assistant, can answer questions you would typically ask a CFO

M&A Readiness

Build the professionalism buyers expect before diligence starts.

Sophisticated buyers, lenders, and institutional investors require more than just a compelling business growth narrative. They demand clean reporting, reliable processes, documented workflows, clear KPIs, and a level of management visibility that they can trust. When these fundamental elements are lacking, diligence can slow down, buyer confidence may wane, and the business risks facing unnecessary valuation pressure.

At Byram Advisory Group, we leverage our expertise in strategic consulting and AI in finance to help companies address these gaps before they turn into transaction challenges. Drawing from our experience in private equity investing, we assist management teams in pinpointing areas where their business may not meet buyer expectations and establishing the operational discipline needed for a smoother process.

Our objective is straightforward: to make the business easier to understand, easier to diligence, and easier to trust, ultimately supporting sustainable business growth.

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Who We Are

Owen Byram - Founder

Owen Byram founded Byram Advisory Group after gaining extensive experience in private equity, portfolio company operations, finance infrastructure, and AI-enabled workflow design. His expertise extends beyond merely underwriting businesses from an investor's perspective. He has played a pivotal role in launching and operating companies, leading post-close integration efforts, building FP&A systems, enhancing reporting cadences, reducing manual finance work, and supporting portfolio company initiatives that drive business growth, improve cash-flow visibility, and enhance operational execution.

This hands-on background shapes our strategic consulting work with clients. We recognize that growing companies require more than abstract strategies; they need better workflows, clearer accountability, cleaner reporting, and systems that enable lean teams to execute with greater consistency.

Owen’s investing background provides a crucial lens: he understands what buyers and institutional investors quickly notice. Reporting gaps, undocumented processes, inconsistent KPIs, disconnected systems, and key-person dependency can all introduce friction during diligence, ultimately diminishing buyer confidence.

Byram Advisory helps companies close these gaps before they become constraints—enhancing the way businesses operate today while building the professionalism necessary for future growth, M&A, or attracting institutional capital.

Byram Advisory combines an investor's insight with operational experience to help companies improve performance today while preparing for growth, M&A, or institutional capital tomorrow, leveraging AI in finance to facilitate execution.

Business Consulting by Byram Advisory Group

Business Consulting by Byram Advisory Group