Middle Market Advisory Group

What Middle Market Advisory Group does

Middle Market Advisory LLC (MMA) is a Dallas-headquartered professional services firm founded in 2018 that delivers tax compliance, fractional CFO, M&A advisory, and cross-border consulting to middle market and family-owned companies, with particular specialization in US-Mexico and Latin America transactions. The firm is led by founder Andrew Barker, a licensed CPA in New York and Texas, NYU MBA, and veteran of KPMG M&A advisory, Latin American investment banking, and seated CFO/COO roles in both the US and Mexico. The team is bilingual in English, Spanish, and Portuguese, with additional Chinese language capability, and includes an in-house Contador Publico based in Mexico City to handle Mexican ISR/IVA filings.

MMA's product portfolio centers on a Virtual Fractional CFO offering priced at $37,500 per quarter, supported by tax return preparation ($2,500 per business), high-net-worth individual tax ($5,000 minimum), monthly accounting ($7,500/month), personal and business accounting with bi-weekly planning calls ($19,500/month), M&A target assessment (from $12,500) and due diligence (from $27,500), NewCo Creation for Foreign ParentCo ($150,000 turnkey), nearshoring consulting ($15,000/month with a 4-month minimum), ad-hoc advisory (from $3,500), and interim C-suite placements. The firm also supports ERP implementations for QuickBooks, SAP, and Global Shop. Revenue is generated through a hybrid of recurring subscriptions (fractional CFO, monthly accounting, nearshoring retainers) and one-time professional service fees (tax returns, M&A engagements), with bilingual delivery across English, Spanish, and Portuguese.

The firm operates a sales-led go-to-market with no proprietary technology platform — the offering is human capital and expertise-driven consulting delivered via direct outreach, content marketing through a blog and email newsletter, social media engagement, and Eventbrite-hosted webinars in partnership with institutions such as Wells Fargo and the US Mexico Chamber – Dallas. Geographic footprint spans the Dallas headquarters and a Miami Beach office, with active service coverage across the United States, Mexico, Canada, Brazil, Chile, Colombia, Costa Rica, Hong Kong, Japan, Italy, and Spain.

Name

Middle Market Advisory Group

Legal name

Middle Market Advisory LLC

Website

https://middlemarketadvisory.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Middle Market Advisory Group is a Dallas-based, founder-led tax, fractional CFO, and M&A advisory firm serving middle market and family-owned companies with US-Mexico and Latin America cross-border operations, delivered bilingually in English, Spanish, and Portuguese.

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Other Scientific and Technical Consulting Services (54169), Investment Banking and Securities Intermediation (523150)

SIC

Services-Management Consulting Services (8742)

akta.pro industry

PRIMARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYFSAEAGAE

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps)

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/M&A Advisory & Corporate Finance

SECONDARYBPAHAOAD

Debt & Capital Advisory (Debt Raising, Refinancing, Private Credit)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

SECONDARYBPAHAOAL

Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory)

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/M&A, Transaction & Restructuring Advisory

Keywords

• Tax compliance services
• Fractional CFO services
• M&A advisory
• International tax consulting
• Nearshoring consulting

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Services - Tax Preparation: Tax return preparation and filing services for small businesses and individuals, including federal and state income tax returns. One-time engagement model per tax year.
2. Virtual Fractional CFO / Consulting: Ongoing consulting CFO services provided on a quarterly retainer basis. Includes strategic financial leadership, tax planning, and advisory services.
3. Monthly Accounting Services: Recurring monthly accounting and bookkeeping services for middle market companies, including reconciliations, cash flow management, and tax filings.
4. M&A Advisory Services: M&A target assessment, due diligence, and transaction support services. One-time fees per engagement with minimum thresholds.
5. Nearshoring Consulting: Strategic consulting for companies relocating operations from China to Mexico or Colombia. Monthly retainer with minimum 4-month commitment.
6. Ad-hoc Advisory: Strategic consulting and advisory services on project basis with minimum engagement thresholds.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Middle Market Advisory LLC delivers senior, bilingual (English/Spanish/Portuguese) financial leadership and tax advisory to US middle market and family-owned companies. Core offerings are a recurring Virtual/Fractional CFO engagement plus project-based tax preparation, M&A due diligence, nearshoring consulting, and monthly accounting services for businesses with cross-border and Latin America operations.

Product overview

Middle Market Advisory LLC is a consulting/advisory firm providing a portfolio of professional services centered on CFO-level financial leadership, tax preparation and strategy, and M&A advisory. The core offering is the Virtual Fractional CFO service ($37,500/quarter), supported by complementary services including Tax Return Preparation ($2,500/business), Income Tax Planning ($5,000 minimum), Monthly Accounting ($7,500/month), and Personal/Business Accounting & Financial Reporting ($19,500/month). M&A services include Target Assessment (from $12,500), Due Diligence (from $27,500), and NewCo Creation ($150,000/year engagement). Additional specialized services include Working Capital Evaluation, Insurance & Risk Evaluation, R&D Tax Credits, Mexican Tax (ISR/IVA), and Nearshoring/Reshoring consulting ($15,000/month minimum). The 6 Step KPI Improvement framework and Adviser Services ($3,000/month) provide ongoing optimization. The firm also offers ERP implementation support (QuickBooks, SAP, Global Shop) and interim C-suite executive roles.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Return Preparation Federal and State income tax returns preparation for small and mid-sized businesses and their owners, covering Schedule C, LLC, C-Corp and S-Corp entities, priced from $2,500 per business.
• Income Tax Preparation for Soon To Be High Net-worth Individuals Federal and State income tax planning, preparation and strategy for US and/or Mexico-based individuals approaching high net-worth status, with a $5,000 minimum engagement fee.
• Virtual Fractional CFO / Chief Financial Officer Quarterly retainer engagement providing senior CFO-level leadership — strategy, financial reporting oversight and advisory beyond tax and accounting — delivered by a bilingual CFO with Big 4 advisory background, priced at $37,500 per quarter.
• Tax Preparation and Monthly Accounting for Middle Market Companies Recurring monthly service for middle market companies covering general ledger mapping, bank reconciliations, cash flow management, marketing spend analysis, accounts receivable aging, and monthly tax returns, priced at $7,500 per month.
• Personal and Business Accounting, Tax & Financial Reporting Recurring full-service bookkeeping, accounting, tax and financial reporting package for entrepreneurs and investors, including bi-weekly planning and review calls, priced at $19,500 per month.
• NewCo Creation for Foreign ParentCo Turnkey multi-year engagement covering corporate, tax and accounting structure and related documents for foreign companies creating or acquiring entities in the US, priced from $150,000.
• Ad-hoc Consulting and Advisory Strategic advice and executive-level consultation or long-term tactical advisory on specific business challenges, with a $3,500 minimum engagement on a pay-as-you-go basis.
• M&A Target Assessment Initial acquisition-target assessment covering identification, outreach and pre-Due Diligence conversations for buyers, with a $12,500 minimum on a pay-as-you-go basis.
• M&A Due Diligence Financial and accounting Due Diligence for business sales and acquisitions, including Quality of Earnings (Q of E), Quality of Assets (Q of A), EBITDA bridge, EBITDA vs Free Cash Flow, Working Capital vs Profitability and Enterprise Value analysis, with a $27,500 minimum on pay-as-you-go.
• Working Capital Evaluation Identification of working capital inefficiencies in inventory and accounts receivable that depress ROI and create cash constraints, with proposed remediation, from $5,000 on a pay-as-you-go basis.
• Capital Funding Negotiation Support Preparation of financials, budgets, forecasts and projections organized for funding negotiations and loan/capital requests.
• Financial Report Management for Investor Pitches and Board Presentations Organization and cleanup of financial statements, budgets and projections for investor pitches and board presentations, from $7,500 on a pay-as-you-go basis.
• Insurance and Risk Evaluation Analysis of corporate/business insurance coverage to identify overpayment or underexposure and present alternative options, from $3,000 on a pay-as-you-go basis.
• R&D Tax Credits Identification and documentation of applicable US R&D tax credits by determining eligibility, assessing activities and reviewing payroll and other systems.
• Mexican Income Tax (ISR) and VAT (IVA) Resolution Resolution of pending Mexican income tax (ISR) and VAT (IVA) filings for US and foreign entities operating in Mexico, delivered through an in-house Contador Publico based in Mexico City.
• Nearshoring / Reshoring / Offshoring / Friendshoring Consulting Strategic consulting for moving production and sourcing from China to Mexico or Colombia, identifying options to convert operations and supply chain into a competitive advantage in the Americas, at a $15,000/month minimum with a 4-month minimum commitment.
• 6 Step KPI Improvement Proprietary financial and tax KPI improvement methodology covering treasury control, working capital management, risk reduction, tax strategy, balance sheet optimization, and budget/forecast planning.
• Interim C-Suite & Executive Roles (CXO) Interim executive placements for entrepreneurial and medium-sized businesses, including CFO, COO, Controller and Treasurer roles, including assignments tied to exits or IPOs.
• ERP and IT Related Engagements Financial systems implementation and integration services for QuickBooks, SAP, Global Shop and other ERP platforms, including post-acquisition ERP implementations.
• Adviser Services Monthly financial monitoring service providing strategic options and industry-appropriate advice at the adviser level, priced from $3,000/month on a pay-as-you-go basis.

Quantifiable outcome

• Case study client recovered millions of dollars and euros in Year 1 through working capital optimization and margin analysis

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• Wells FargominorGTM or Marketing PartnerMMA LLC partnered with Wells Fargo for a lunchtime webinar highlighting SBA 7(a) and 504 Commercial Real Estate Loans opportunities for business owners and executives.
• US Mexico Chamber – DallasminorStrategic or Co-development PartnerMMA sponsored and participated in the 'Mexico: The New China' conference organized by the US Mexico Chamber – Dallas. Conference provided practical perspective for businesses confronting rising costs of sourcing from China.
• Shoreview Management AdvisorsminorStrategic or Co-development PartnerReferenced for nearshoring and reshoring expertise. Andrew Barker handles nearshoring inquiries via Shoreview Management Advisors email ([email protected]). Collaborative relationship for China-to-Mexico relocation consulting.

Scale indicators2 records

Expansion highlights5 records

Direct peers

• Baker Tilly US: Mid-market accounting and advisory firm with tax, consulting, and transaction advisory practices that compete for the same family-owned and international client base as MMA.
• BDO USA: Mid-market professional services firm offering tax, accounting, and advisory services with strong cross-border and Latin America reach, comparable to MMA's middle-market family-owned and international expansion services.
• Marcum LLP: Top-20 US accounting and advisory firm focused on middle-market clients with tax, advisory, and transaction services, directly paralleling MMA's foundational book of work.
• RSM US LLP: One of the largest global middle-market audit, tax, and consulting firms, RSM serves family-owned and founder-led businesses with cross-border capabilities closely overlapping MMA's core customer and service footprint.
• Cherry Bekaert: Mid-market advisory firm delivering tax, audit, and CFO advisory services to closely held and family-owned businesses in the same segment MMA targets.
• Wipfli LLP: Middle-market accounting and consulting firm with technology-enabled advisory and CFO services comparable to MMA's recurring fractional CFO and monthly accounting offerings.
• Alvarez & Marsal: Global professional services firm with deep M&A due diligence, Q of E, and transaction advisory capabilities that directly overlap MMA's M&A Target Assessment and Due Diligence lines.
• Crowe LLP: Mid-market focused audit, tax, and consulting firm with cross-border transaction capabilities that compete for the same family-owned and founder-led client segment.
• Forvis (formerly BKD): Top-10 US middle-market advisory network serving closely held and family businesses with tax, advisory, and M&A services that overlap MMA's core service catalog.

Broad incumbents

• KPMG US (Lower-Middle-Market Practice): Big 4 firm whose Andrew Barker previously worked at, with a broader portfolio but overlapping M&A advisory, tax, and CFO-level services pitched at middle-market and international clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

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• Facebookfacebook.com/MiddleMarketAdvisory
• LinkedInlinkedin.com/company/middlemarketadvisory

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Middle Market Advisory Group