Imperial Advisory

Imperial Advisory At Imperial Advisory we work with businesses and non-profits to assess their organizations’ operational and financial health.

As your fractional CFO, we become your financial strategist and assist you in making more educated financial decisions. As your fractional CFO, we become your financial strategist. Our team looks at your business holistically, takes on the role of an advisor, and assists you in making more educated financial decisions for your business. Imperial Advisory partners with you to determine the smartest

way for you to make money and the best way for you to reinvest your resources and capital back into the business. Working hand-in-hand with the organization’s senior management, our team of expert CFOs creates revenue and expense projections, gauges the company’s ongoing performance, and provides the organization with the ability to achieve its full potential. Through targeted analysis, we help our clients plan key business decisions relating to project feasibility, headcount, and a host of other issues. Functioning as “external CFO”, Imperial provides our clients’ C-Suites with insight and data-driven evaluations that enable them to gain a deeper understanding of operational challenges and opportunities and help them to scale their growth.

When our clients work with us, they're backed by a team of experienced CFOs who collaborate, challenge ideas, and share ...
07/14/2026

When our clients work with us, they're backed by a team of experienced CFOs who collaborate, challenge ideas, and share insights to help businesses make smarter financial decisions.

Our recent team day was a great reminder that the strongest solutions come from working together.

"If you want to go fast, go alone. If you want to go far, go together." 🤝

Nothing beats a day of golf and great conversations. ⛳️We were proud to be part of COMPEL CEOs'1st Annual Golf Outing at...
07/13/2026

Nothing beats a day of golf and great conversations. ⛳️

We were proud to be part of COMPEL CEOs'1st Annual Golf Outing at Engineers Country Club. A big thank you to The DAK Group and Nixon Peabody LLP for sponsoring such a fantastic event and creating an opportunity to connect with fellow business leaders.

Another thanks to Steven Nicokiris and COMPEL's CEOs Jamie Ramerini-Torns and Steve Ramerini.

Already looking forward to next year!

❗Tomorrow❗Every business owner wants to maximize the value they've built, but creating a successful exit requires more t...
07/13/2026

❗Tomorrow❗

Every business owner wants to maximize the value they've built, but creating a successful exit requires more than simply deciding to sell. Understanding who the buyers are, what they value, and how they evaluate opportunities can significantly impact both valuation and transaction outcomes.

In this Imperial Advisory event, we'll explore the private equity and M&A landscape from an investment banker’s perspective, helping business owners understand the various buyer groups active in today's market and how each approaches valuation, deal structure, and ownership transition.

We'll discuss questions such as:

- How do search funds, independent sponsors, private equity firms, family offices, and strategic buyers differ?
- How does each buyer type value a business?
- What drives higher valuations and stronger deal terms?
- What common issues can reduce company value or derail a transaction?
- How can owners prepare their financials and operations before going to market?
- What role do advisors, accountants, and fractional CFOs play in maximizing value?
- What should owners expect throughout the sale process, from preparation to closing?
- How do your goals and culture impact which type of buyer buys or invests in your business?

Whether you're planning to sell in the next few years or simply want to increase enterprise value, this session will provide practical insights to help you position your business for a successful future transaction.

Register using the link in the comments to join us live on Tuesday, July 14, at 11:00 am ET! ⬇️

We had a fantastic time at Topgolf with Barracuda Networks and iPower Technologies. Great conversations, friendly compet...
07/10/2026

We had a fantastic time at Topgolf with Barracuda Networks and iPower Technologies. Great conversations, friendly competition, and a few great swings. Shoutout to one of our CFOs, Dean Zambelli, for bringing his A-game, and a special thanks to Katherine Martin Ingargiola for the invitation!

Looking forward to the next one! 🏌️‍♂️

Nothing beats a day of golf and great conversations. ⛳️We were proud to be part of ' 1st Annual Golf Outing at . A big t...
07/09/2026

Nothing beats a day of golf and great conversations. ⛳️

We were proud to be part of ' 1st Annual Golf Outing at . A big thank you to The DAK Group, , and CBIZ, Inc. for sponsoring such a fantastic event and creating an opportunity to connect with fellow business leaders.

Already looking forward to next year!

📢 Next Tuesday!Every business owner wants to maximize the value they've built, but creating a successful exit requires m...
07/09/2026

📢 Next Tuesday!

Every business owner wants to maximize the value they've built, but creating a successful exit requires more than simply deciding to sell. Understanding who the buyers are, what they value, and how they evaluate opportunities can significantly impact both valuation and transaction outcomes.

In this Imperial Advisory event, we'll explore the private equity and M&A landscape from an investment banker’s perspective, helping business owners understand the various buyer groups active in today's market and how each approaches valuation, deal structure, and ownership transition.

We'll discuss questions such as:

- How do search funds, independent sponsors, private equity firms, family offices, and strategic buyers differ?
- How does each buyer type value a business?
- What drives higher valuations and stronger deal terms?
- What common issues can reduce company value or derail a transaction?
- How can owners prepare their financials and operations before going to market?
- What role do advisors, accountants, and fractional CFOs play in maximizing value?
- What should owners expect throughout the sale process, from preparation to closing?
- How do your goals and culture impact which type of buyer buys or invests in your business?

Whether you're planning to sell in the next few years or simply want to increase enterprise value, this session will provide practical insights to help you position your business for a successful future transaction.

Register using the link in the comments to join us live on Tuesday, July 14, at 11:00 am ET! ⬇️

Sometimes the smartest move isn't doing more.It's knowing when to stop 🛑
07/08/2026

Sometimes the smartest move isn't doing more.

It's knowing when to stop 🛑

We had an event-filled week and are grateful to have connected with so many amazing people! Thank you to  for the invite...
07/07/2026

We had an event-filled week and are grateful to have connected with so many amazing people! Thank you to for the invite and for being a part of our team day!

Address

Valley Stream, NY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Imperial Advisory posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share