About

Evolution business advisors - Jeff Matthews

Evolution Business Advisors supports small and mid-sized privately held firms who are in an evolutionary phase. Jeff enjoys working with owners and business leaders as they strengthen and develop their organizations.

Jeff formed Evolution Business Advisors after seven years honing his consulting skills with a national CFO advisory firm. His background includes financial leadership roles as the US Treasurer of a large cement/concrete/aggregate operation with a publicly traded Japanese parent, CFO of a private-equity owned concrete company in the fastest growing residential market in the country, Director of Finance and Division Controller of a large publicly traded consumer products firm that was experiencing evolutionary changes, and several years with a North American manufacturer and distributor of products for the construction industry.

With over 15 years working with private equity owned organizations and participating in nearly 20 business transition transactions, Jeff can bring a wealth of knowledge to your organization in the areas of:

  • Cash management and forecasting
  • Budgeting and strategic planning
  • Financial process improvement
  • Staff development and training
  • Benefit plan oversight
  • Advisory board oversight
  • Acquisition and integration support
  • Ownership transition services

Jeff holds a BS in Accounting from Miami University and has maintained an active Ohio CPA license for over 30 years.


Memberships

  • Jeff maintains memberships in:
    American Institute of CPAs
    Ohio Society of CPAs
    National Center for Employee Ownership
    Ohio Center for Employee Ownership
    Financial Executive Networking Group
    Sunrise Alliance
    Lakota Optimists


Networking Connections

  • Jeff regularly meets with networking connections to improve his knowledge of business innovations and developments:
    • Business Insurance Brokers
    • Bankers and Alternative Lenders
    • Health Insurance Brokers
    • Financial and Wealth Advisors
    • CPA firms
    • Accounting and Bookkeeping service firms
    • Legal firms
    • Business Valuation firms
    • Merger & Acquisition Brokers and Investment Bankers
    • Executive Search and Staffing firms
    • Management Coaches
    • Tax Specialists
    • Payroll service providers
    • Merchant service providers