Built for Your Most
Critical Financial Moments

We are here when the stakes are high. Westgate Advisory guides companies through critical financial milestones, from securing venture capital for high-growth startups to executing mid-market M&A transactions. Our goal is to deliver clarity, precision, and execution when performance matters most.

Our Capabilities

Westgate Advisory helps founders manage their most important financial events. Whether you are a startup raising venture capital or an established business going through an acquisition, we handle the financial heavy lifting. We build your financial models, manage your daily accounting, and connect you with the right investors so you can focus on scaling your business.

Who We Are

A Firm Built on Experience, Powered by People Who Care

We are a team of finance operators with backgrounds spanning Big 4 accounting, Fortune 10 finance leadership roles, and direct VC experience. We understand exactly what buyers and institutional investors require before funding a deal. From building audit-ready financials to leading your next capital raise, we step in to get your transaction across the finish line.

Who We Serve

We partner with clients facing high-stakes, fast-moving financial decisions where precision matters and outcomes can’t be compromised. Our clients include:

Founder-Led & Privately Held Businesses

Navigating a sale, scaling operations, or standing up finance and accounting functions from the ground up

Founder-Led & Privately Held Businesses

Navigating a sale, scaling operations, or standing up finance and accounting functions from the ground up

Founder-Led & Privately Held Businesses

Navigating a sale, scaling operations, or standing up finance and accounting functions from the ground up

Private Equity & Investors

Looking for trusted diligence, clear reporting, and dependable post-close execution

Private Equity & Investors

Looking for trusted diligence, clear reporting, and dependable post-close execution

Private Equity & Investors

Looking for trusted diligence, clear reporting, and dependable post-close execution

Strategic Acquirers

In growth mode, building systems or planning for integration

Strategic Acquirers

In growth mode, building systems or planning for integration

Strategic Acquirers

In growth mode, building systems or planning for integration

Early-Stage Startups

In need of long-range financial models, capitalization table planning, and sourcing VC capital

Early-Stage Startups

In need of long-range financial models, capitalization table planning, and sourcing VC capital

Early-Stage Startups

In need of long-range financial models, capitalization table planning, and sourcing VC capital

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.

No obligation — a senior finance director will review your current structure and recommend efficiency opportunities.