Executive Financial Leadership

Sightline Advisory provides a variety of executive financial and strategic services to businesses across a variety of industries and growth cycles. From the management of day-to-day finance functions, to transactional due diligence and integration support, as well as strategic business planning, we are here to help your business thrive through intelligent decision making.

Who We Are

Jeff is an independent financial professional with more than fifteen years of progressive, cross-functional experience ranging from startup enterprises to Fortune 100.

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Our Services

With experience across a variety of industries and business life cycles, we are positioned to help your business navigate its most critical financial and strategic decisions.

Why Choose Us?


We strive to be thoughtful and diligent partners through a collaborative approach, working alongside your team to deliver on its most critical business objectives.

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A trusted professional with an institutional background

Jeff Stone, MBA, is a corporate finance and strategy professional with more than 15 years of experience within financial services and other industries. His expertise goes beyond traditional corporate finance and 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 relies on his strong analytical, problem solving and communication skills to help his clients make impactful business decisions.

Jeff has worked across a range of organizations, from century-old organizations to hyper-growth franchises and start-up ventures, and in a variety of leadership roles, including:

  • Corporate Financial Planning and Analysis
  • Business Strategy & Analytics
  • Venture Capital & Private Equity
  • Long-Range 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 Finance
  • Strategic Planning
  • Transaction Due Diligence
  • Integration Support
  • 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.

Partner 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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