Doescher Group

What Doescher Group does

Doescher Group is a privately held financial consulting and exit planning advisory firm headquartered in Clarkston, Michigan, that serves self-made middle-market business owners primarily in the Southeast Michigan region. The firm guides owners through three interrelated engagements: evaluating what their business is worth and why (FieldReady™ Assessment), improving operations and preparing the business for future transfer (Evolve), and managing the actual exit transaction as Chief Transaction Officer® (Exit). Adjacent offerings include Fractional CFO services and, since the September 2025 merger with Doescher Advisors, executive coaching.

The firm's core deliverables are human-delivered advisory engagements rather than a software platform. The principal proprietary asset is the structured "Proven Process" methodology — Discovery, Proposal, and execution — combined with the trademarked FieldReady™ Assessment framework and the Chief Transaction Officer® service role. No underlying software, AI, or proprietary technology stack is described in the source material; the website is built on Squarespace and the firm relies on content marketing (blog, monthly newsletter) and an annual Business Owner Forum co-hosted with the Exit Planning Institute's SE Michigan Chapter to generate demand.

Doescher Group makes money through professional services fees on bespoke, quote-based engagements determined through discovery and proposal conversations. Pricing is not publicly disclosed and there are no standardized product tiers. The go-to-market is sales-led and relationship-driven, targeting self-made entrepreneurs navigating unfamiliar financial terrain around exit or evolution. The firm explicitly positions itself as complementary to investment banks (Angle Advisors participates in its forum), preparing business owners for sale before they engage bankers. Doescher Group LLC is founder-owned by Craig Doescher with no institutional investors, no funding rounds, and no parent company identified.

Name

Doescher Group

Legal name

Doescher Group LLC

Website

https://doeschergroup.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Doescher Group is a Clarkston, Michigan-based exit planning and financial consulting advisory firm serving self-made middle-market business owners in Southeast Michigan with valuation, transaction advisory, fractional CFO, and executive coaching services.

Ownership category

akta.pro rank

Product category

Exit Planning and Business Advisory Services

NAICS

Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)

akta.pro secondary industries

Family Business & Succession Advisory (FSAAADAL), Due Diligence Advisory (Commercial/Financial/Operational) (BPAHADAE)

Keywords

• Exit planning advisory
• Business valuation consulting
• Fractional CFO services
• Executive coaching
• Business evolution advisory

Headquarters

HQ city

Clarkston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Exit Planning and Transaction Advisory Services: Advisory fees for guiding business owners through exit processes, including acting as Chief Transaction Officer, preparing businesses for sale, and navigating transaction work. Revenue generated through professional service engagements rather than standardized product pricing.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Doescher Group is a financial consulting and exit planning advisory firm that helps self-made business owners prepare for, structure, and execute ownership transitions and business growth initiatives. Services span exit planning, business evolution, fractional CFO support, and executive coaching, typically beginning with the proprietary FieldReady Assessment. The firm serves closely-held businesses and their owners primarily in the Midwest through personalized, founder-led engagements.

Product overview

Doescher Group is a financial consulting firm offering a portfolio of advisory services for business owners navigating exit planning, growth, and evolution. The core offerings include FieldReady™ Assessment (exit readiness evaluation), Exit Services (transaction advisory), Evolve (growth and improvement), and Fractional CFO. Following the 2025 merger with Doescher Advisors, Executive Coaching was added. The Unsolicited Offer Playbook and DIY Budget Template serve as educational resources. The portfolio is unified by the 'Proven Process' methodology—Discovery, Proposal, and execution—that guides clients through either the Evolve or Exit path.

Differentiator

Problem solved

Functional benefit

Brands

• FieldReady™ Assessment: An exit readiness assessment tool that helps business owners understand their company's value and readiness for exit.
• Chief Transaction Officer®

Products and services

• FieldReady Assessment Proprietary diagnostic assessment that evaluates a closely-held business owner's readiness for an exit, sale, or ownership transition, and serves as the structured entry point for an advisory engagement. It is designed for self-made business owners in the Midwest.
• Exit Planning Advisory End-to-end advisory service that helps self-made business owners design, structure, and execute ownership transitions, sales, and succession plans. Targeted at founders and owners of closely-held businesses.
• Evolve (Business Evolution Advisory) Advisory service supporting business owners in evolving and repositioning their company for sale, scale, or strategic transition. Aimed at self-made owners preparing the business itself for its next chapter.
• Fractional CFO Services Part-time or interim CFO support provided to closely-held businesses that need senior financial leadership during a transition, growth phase, or sale preparation but do not require a full-time CFO hire.
• Executive Coaching

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• Doescher AdvisorscoreStrategic or Co-development Partner · 12 September 2025Doescher Advisors, led by Tom Doescher (former Plante Moran partner), merged into Doescher Group in September 2025. This merger expanded Doescher Group's service offerings to include executive coaching alongside its existing Evolve and Exit services.
• Exit Planning Institute (SE Michigan Chapter)coreStrategic or Co-development Partner · 13 October 2023Doescher Group partners with the Exit Planning Institute's Southeast Michigan Chapter to host the annual Business Owner Forum. This event brings together business owners and professional advisers to discuss exit planning, M&A trends, and succession strategies. Craig Doescher moderates panels featuring exited owners and expert advisers from multiple disciplines.
• Angle Advisors (Investment Banking)minorStrategic or Co-development Partner · 13 October 2023Nick Diehl of Angle Advisors speaks at the Business Owner Forum as an investment banking expert. Doescher Group works with investment bankers as complementary partners rather than competitors.
• Doeren Mayhew (CPA, Tax, Consulting)minorStrategic or Co-development PartnerSteve Skok of Doeren Mayhew speaks at the Business Owner Forum as a CPA and tax expert, representing the network of professional advisers Doescher Group works with.
• McDonald Hopkins (Estate Planning Attorney)minorStrategic or Co-development PartnerMike Witzke of McDonald Hopkins speaks at the Business Owner Forum as an estate planning attorney, part of the adviser ecosystem Doescher Group engages with for client transactions.
• Witt Goldsworthy (Corporate & Transactions Attorney)minorStrategic or Co-development PartnerNick Goldsworthy of Witt Goldsworthy speaks at the Business Owner Forum as a corporate and transactions attorney, part of the professional adviser network.

Scale indicators1 record

Recent moves3 records

Expansion highlights4 records

Broad incumbents

• BDO USA: Top-tier U.S. accounting and advisory firm offering transaction advisory, valuation, and CFO services to middle-market businesses. Overlaps broadly with Doescher's Exit, Evolve, and Fractional CFO services from a much larger platform.
• Edward Jones: National wealth management and business owner advisory firm with extensive exit planning capabilities. Comparable through the owner-segment financial planning lens, though serving retail and small-business clients more broadly.
• Plante Moran: Large national accounting and business advisory firm where Tom Doescher was previously a senior partner. Comparable through its middle-market advisory, transaction, and CFO-adjacent services, though it serves a far broader client set.

Direct peers

• Generational Group: National M&A advisory firm focused exclusively on selling private, middle-market businesses. Directly comparable to Doescher Group's Exit service line as both serve self-made owners preparing for sale.
• The Value Builder System: Tool-based exit-readiness and business improvement program for owners. Highly comparable to Doescher's FieldReady™ Assessment as a structured diagnostic that feeds into advisory work.
• Strategic Coach: Coaching and advisory firm for entrepreneurs and founders. Overlaps with Doescher's Executive Coaching (post-merger) and Evolve services in helping owners grow and evolve their businesses.
• The Family Business Consulting Group: Advisory firm exclusively focused on family-owned business succession, exit, and continuity planning. Directly comparable to Doescher's succession and exit offerings for family/self-made owner clients.
• Generational Equity: M&A advisory firm focused on selling middle-market owner-operated businesses. Directly comparable to Doescher's Exit/transaction advisory service for owners approaching a sale event.

Others

• Exit Planning Institute: Industry body that trains and certifies exit planning advisors and of which Doescher Group's local chapter is a partner. Adjacent enabler/ecosystem participant rather than a direct competitor.

Regional players

• Coldstream Advisors: Seattle-based wealth advisory and exit/transaction services for business owners. Comparable service portfolio (planning, M&A support, fractional CFO) but serves a different Pacific Northwest geography.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights5 records

Customer concentration

• Xx.com/doeschergroup
• LinkedInlinkedin.com/company/doeschergroup
• Facebookfacebook.com/doeschergroupllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries1 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 Doescher Group