Financial Consulting Services for Every Business Need

Providing financial consulting services to businesses of all sizes and types. From new ventures and acquisitions to corporate strategy and planning, we can help your business grow.

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Who We Are

Jeff is an independent financial professional with more than a decade of progressive, cross-functional experience.

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Our Services

Explore the various ways we can help your business navigate its most critical financial and strategic decisions today.

Why Choose Us?


We pride ourselves on taking a collaborative and innovative approach to helping our clients exceed their business objectives.

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A trusted financial professional for over 15 years

Jeff Stone, MBA, is a corporate finance and strategy professional with more than 15 years of experience within the financial services and other industries. His expertise includes assessing the business impact of strategic investments, opportunities, new ventures and acquisitions; as well as leading strategic planning efforts with an emphasis on delivering financial and operational value to both businesses and customers.

Jeff has worked in a range of organizations, from Fortune 100 organizations to hyper-growth franchises and start-up ventures, and in a variety of roles, including:

  • Corporate financial analysis
  • Business strategy
  • Venture capital
  • Planning and Budgeting
  • Operational improvement and excellence

Jeff relies on his strong analytical, problem solving and communication skills to help his clients make impactful business decisions. He holds a Master of Business Administration degree from Boston University with a focus in Strategy & Innovation, and a Bachelor of Science in Finance & Economics from the University of New Hampshire.

Why Choose Us?

We utilize a combination of thorough due diligence, analytical rigor, and thoughtful problem-solving to ensure delivery of the highest value to your business.

Some of the services we can provide:

  • Corporate Strategy & Financial Due Diligence
  • New Ventures and Acquisitions
  • Business Strategic Planning
  • Financial and Operational Analytics

We provide the financial and analytical rigor that is needed to help assess key strategic and business investment decisions. We believe your business’s most critical decisions, ranging from an acquisition to a new product rollout or operational initiative, are best supported through exhaustive research and sharp due diligence.

Our objective is to deliver not only precision, but confidence in knowing you are making the most informed decision possible for you, your business, and your customers. With an extreme attention to detail, as well as the mindset that no stone should go unturned, our aim is to deliver thorough and specific recommendations to help your business solve its most complex problems and seize its most essential opportunities.

Grow Your Business
With Sightline Advisory

Whatever your financial or business goals, Sightline Advisory can help you achieve them. Contact us to find out how.

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