Agentic Workflow Implementation
We connect the disconnected systems your team already uses, automate the manual handoffs between them, and stand up AI-enabled workflows that lift throughput — no unnecessary headcount required.
See how it works →
Strategic finance · Agentic AI · M&A readiness
Finance operations built to the standard buyers expect.
Byram Advisory Group gives lean teams an investor's rigor and an operator's discipline — cleaner reporting, a tighter close, and AI-driven workflows that create leverage without adding headcount.
Revenue TTM
$0M
▲ 12.4%
EBITDA
$0M
21.2% margin
Cash
$0M
— stable
AR · DSO
0d
▼ 3d faster
Net cash position · 12 wk$2.74M
Month-end close0%
5 openon track to close
AI review3 flags
ANOMALYduplicate vendor pmt
An investor's lens. An operator's discipline. AI's leverage.
How we help
Three ways we make a lean team run like a bigger one.
Every engagement is built around the same idea: give growing companies the operating discipline that drives results now — and holds up when a buyer, lender, or investor starts asking questions.
Peregrine for Finance & Accounting
Our agentic platform for lean finance teams — streamlining reporting, close support, reconciliations, task management, and the recurring workflows that quietly eat your week.
Explore the platform →M&A Readiness
We help you prepare for buyers, lenders, and institutional capital — sharper reporting, documented operations, less key-person dependency, and the management visibility diligence demands.
Get ready for diligence →
The platform
Built for finance teams. Designed for the executives reading their reports.
Peregrine is an agentic workflow platform that helps lean finance and accounting teams cut manual work, tighten reporting, and hold a reliable operating cadence — with a live line into QuickBooks Online.
Financial Command CenterRevenue, EBITDA, cash, AR, and your key risk indicators in one place.
Cash Flow MonitoringTrack cash position, inflows, and outflows as they move.
Month-End Close TrackerOpen tasks, overdue items, and close progress at a glance.
Push / Pull with QuickBooks OnlineAPI access that reads your file — and can post transactions back to it.
AI Transaction ReviewMonitors cash and expense accounts for anomalous transactions.
Agentic Chat WorkflowsYour own CFO assistant — answering the questions you'd normally ask a CFO.
You asked
"What's our runway if revenue stays flat and we keep current burn?"
Assistantexample answer
At $2.74M cash and a trailing net burn of $182K/mo, you have roughly 15 months of runway. Two levers move it most:
Runway
15.0 mo
▲ 2mo vs Q1
Net burn
$182K
▼ 8% MoM
CITES SOURCESPeregrine names the accounts it reads
Agentic workflows
Stop managing the gaps between your software.
The problem is rarely any single tool — it's the work that gets stuck between them. We build agentic workflows that connect your existing systems, automate the handoffs, and consolidate the critical information into one source of truth.
Today · disconnected
Spreadsheets
CRM
Accounting
Email & drives
Reporting decks
The layer we build
Agentic layer
route · reconcile · report
One operating system
One source of truth
Reports on demand
Exceptions flagged
Tasks routed
Teams aligned
The outcome: better visibility, faster execution, fewer dropped balls — and real leverage for a lean team, without endless spreadsheets, status meetings, or manual follow-up.
M&A readiness
Build the professionalism buyers expect — before diligence starts.
Sophisticated buyers, lenders, and institutional investors want more than a compelling story. They want clean reporting, reliable processes, documented workflows, clear KPIs, and management visibility they can trust. When those are missing, diligence slows, confidence dips, and valuation comes under pressure.
Drawing on private-equity investing experience, we help management teams find where the business falls short of buyer expectations — and install the operational discipline that makes a process go smoothly.
The objective is simple: make the business easier to understand, easier to diligence, and easier to trust.
Diligence readiness6 / 6 in scope
Clean, consistent reportingNumbers that reconcile and tell one story month over month.
Documented processesKey operations written down — not living in one person's head.
Clear, defensible KPIsThe metrics that matter, defined consistently and tracked.
Connected systemsData that flows instead of being re-keyed between tools.
Reduced key-person dependencyThe business keeps running when any one person steps away.
Management visibilityLeaders see the operation clearly enough to answer hard questions.
Owen Byram
Founder
Private equity · portfolio operations · finance infrastructure · AI-enabled workflow design
About
Who we are.
"An investor's insight, an operator's hands — pointed at the work that makes a company easier to back."
Owen Byram founded Byram Advisory Group after extensive experience across private equity, portfolio-company operations, finance infrastructure, and AI-enabled workflow design. His work goes well beyond underwriting businesses from an investor's seat — he has operated portfolio companies, led post-close integration, built FP&A systems, tightened reporting cadences, and cut manual finance work.
That hands-on background shapes how we consult. Growing companies rarely need abstract strategy; they need better workflows, clearer accountability, cleaner reporting, and systems that let a lean team execute consistently.
The investing lens matters too. Owen knows what buyers and institutional investors notice fast — reporting gaps, undocumented processes, inconsistent KPIs, disconnected systems, key-person dependency — the friction that quietly erodes confidence in diligence. We help you close those gaps before they become constraints, improving how the business runs today while building the professionalism that growth, M&A, or institutional capital will demand tomorrow.
Online appointments
Start with a working session — on us.
Four focused, no-cost sessions. Each one leaves you with something practical: a map of where the friction is and what to do about it.
Solutions Session
A focused working session to identify the process gaps slowing your team down — and map practical ways to fix them.
BookPeregrine Demo
See Peregrine in action — the agentic platform for finance and accounting teams — and how it automates recurring work.
BookM&A Readiness Assessment
For founders, CEOs, and CFOs preparing for a transaction, capital raise, or institutional investment. We review the operational picture buyers will scrutinize.
BookAgentic Workflow Opportunity Scan
A focused session to find where agentic workflows could create real leverage — reviewing repetitive work and manual handoffs.
Book
Contact us
Our clients are the work.
Tell us where the friction is. We'll bring the investor's lens and the operator's playbook — and put AI to work on it.
Email
info@byram-advisory.com
Hours
Open today09:00 – 17:00
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