What Allegiance Group does

Allegiance Group, Inc. is a privately held, full-service business consulting and business development firm founded in 2005 and headquartered at 299 South Main Street, Suite 1300, Salt Lake City, Utah. The company sells professional advisory services — not a technology platform — to small businesses, mid-size companies, and startups. Its portfolio spans nine service lines: Business Analysis (health checks and SWOT evaluation), Business Consulting (finance, operations, sales and marketing), Business Development (strategic growth), Finance and Accounting (fractional CFO and Controller services), Startups (business formulation and temporary staffing), Sales and Marketing, Market Research, Business Broker Services, and Other Services (tax preparation, QuickBooks, ISO certification, dispute resolution, security risk assessments).

The business model is project- and retainer-based professional services delivery. Engagement begins with a free initial consultation and is followed by customized, quote-based work; billing cadence is described as monthly. The go-to-market is direct B2B consulting sales targeting SMBs and mid-size companies, supported by a content website and a broad social media footprint (Facebook, Twitter, LinkedIn, Pinterest, Instagram, Dribbble). The company emphasizes a "Customers for Life" credo, a 100% guarantee on delivered work, and a multi-disciplinary team of consultants, accountants, and analysts.

There is no proprietary technology platform, no disclosed software products, no AI/ML capabilities, no patents or trademarks, no certifications, no awards, no institutional investors, and no disclosed funding rounds or M&A activity. The company operates from a single disclosed location, serves a horizontal mix of SMB and mid-size clients across diverse industries, and has not publicly disclosed revenue, headcount, or ownership structure.

Name

Allegiance Group

Legal name

Allegiance Group, Inc.

Website

https://allegiancegroup-inc.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Allegiance Group is a privately held, full-service business consulting firm founded in 2005 and based in Salt Lake City, Utah. It delivers fractional CFO, accounting, strategic consulting, market research, and business broker services to small businesses, mid-size companies, and startups.

Ownership category

akta.pro rank

Headquarters

HQ city

Salt Lake City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Professional Services: Revenue generated through professional consulting services including business analysis, business consulting, business development, finance and accounting, startup services, sales and marketing, market research, and business broker services. Primarily project-based and retainer engagements with clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Allegiance Group, Inc. is a full-service business consulting and business development company that delivers strategic consulting, financial/CFO services, startup support, sales and marketing guidance, market research, and business broker services to small businesses and mid-size companies. Services are delivered by a team of consultants, accountants, and analysts and begin with a free initial consultation followed by customized project-based or retainer engagements.

Product overview

Allegiance Group is a full-service business consulting firm offering a portfolio of interconnected professional services for small businesses and mid-size companies. The core offering consists of nine service lines: Business Analysis (health checks and SWOT evaluation), Business Consulting (finance, operations, sales & marketing), Business Development (strategic growth), Finance & Accounting (CFO/Controller services), Startups (launch and growth support), Sales & Marketing, Market Research, Business Broker Services, and Other Services (tax, legal, QuickBooks). These services are designed to be standalone or combined, with the Finance & Accounting and Business Consulting services serving as foundational offerings that often integrate with other service lines. The company operates as a consulting practice rather than a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Analysis Health-check service that evaluates business strengths and weaknesses across finance, operations, and sales & marketing to identify improvement opportunities and threats to long-term success. Intended for small businesses and mid-size companies.
• Business Consulting Comprehensive consulting across finance (valuation, planning, cash management), operations (strategic planning, organizational structure, quality control), and sales & marketing functions, tailored to client-specific needs.
• Business Development Strategic growth services including business model design, business planning, organization structure review, marketing, market research, customer service, international trade, and procurement assistance for small-to-medium-sized companies.
• Finance & Accounting CFO and Controller services including monthly financial statements, budgeting, forecasting, cash flow management, payroll processing, accounts receivable/payable, KPI management, trend analysis, modeling and forecasting, capital raise support, exit strategy, M&A support, governance and compliance, audit preparation, month-end close, financial dashboards, and accounting systems implementation for small and midsize companies.
• Startups Startup consulting covering business formulation, business model development, value propositions, pricing optimization, digital transformation, and temporary staffing in sales, operations, and finance until client departments are properly staffed.
• Sales & Marketing Sales and marketing support including market opportunity assessment, brand strategy, marketing plans, competitor intelligence, CRM, integrated marketing communications, internet & social media marketing, and landing page optimization.
• Market Research Primary and secondary market research including customer segmentation, needs analysis via quantitative studies, interviews and focus groups, advanced analytics, target market understanding, and customer loyalty evaluation.
• Business Broker Services Business buying and selling services including free consultation, personalized valuation, confidential business listing, buyer verification, and full support through business transitions locally, nationally, or internationally.
• Other Services Additional services including tax preparation, entity formation, trademark registration, company incorporation, corporate restructuring, dispute resolution, disaster recovery, contract review, litigation consulting, QuickBooks setup/training, commercial financing, inventory management, lean manufacturing, ISO certification, translation services, and security risk assessments.

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Plante Moran: Major US accounting, tax and consulting firm focused on middle-market companies across industries; mirrors Allegiance's generalist advisory and finance/accounting service portfolio.
• Wipfli: Top-20 US accounting and consulting firm serving middle-market companies with audit, tax, consulting and outsourced CFO services — directly comparable to Allegiance Group's full-service, SMB/mid-market model.
• Eide Bailly: Top-25 US accounting and consulting firm serving mid-market private businesses with assurance, tax, business advisory and outsourcing — highly comparable in client profile and service breadth.
• Withum: US accounting and consulting firm serving privately held middle-market businesses with advisory, tax, audit and outsourced services — comparable multi-service, mid-market positioning.
• Moss Adams: US accounting, tax and consulting firm focused on mid-market, privately held companies — comparable client base, service mix (including CFO advisory) and relationship-driven model.
• Marcum LLP: National accounting and advisory firm providing tax, audit, consulting and business services to mid-market and growing companies — analogous full-service offering for similar client tiers.
• GrowthForce: Outsourced bookkeeping, controller and fractional CFO services provider targeting SMBs and mid-market — directly overlaps Allegiance's CFO/Controller and Finance & Accounting service line.
• CliftonLarsonAllen (CLA): Leading accounting and consulting firm exclusively serving private middle-market businesses, offering advisory, tax, audit and outsourced finance services — strong direct comparability on target client and service mix.
• Baker Tilly US: Advisory, tax and assurance firm serving middle-market companies in the US with consulting, CFO advisory and business transformation services — direct overlap with Allegiance's service lines.

Broad incumbents

• BDO USA: Global accounting and consulting organization with extensive US mid-market practice; overlaps with Allegiance's full-service consulting and outsourced finance offerings but operates at much larger scale.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/allegiance-group-inc.

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Allegiance Group