SDX.Advisors
—Outsourced Accounting & Operations · Southern California, Nashville TN & Nationwide
One goal: make business owners more money.
| The CFO firm for the moments that decide what happens next.
SDX Advisors works as a partner and advisor to $5–50M companies — decoding the economics of your business and showing you areas of concern and how to improve them.
Forward-looking, not backwards-looking.
EXIT PLANNING
We want to sell and maximize the outcome.
You built something real. SDX Advisors makes sure the business commands what its worth — on your terms
For founders and CEO's planning an exit in the next 1-5 years.
GROWTH & EXPANSION
The business is stable. Now we want to grow it — intentionally.
SDX Advisors brings the financial structure and strategic planning to scale without the guesswork.
For $5–50M companies ready to scale beyond their current ceiling.
— ABOUT SDX ADVISORS
We make business owners more money.
SDX Advisors is an outsourced accounting and operations firm serving $5–50M companies — the growth stage where strategic financial leadership becomes essential, and a full-time CFO isn't yet the right hire.
The work is built on three things: partnership, education, and forward-looking advisory. SDX doesn’t focus on backwards-looking reports — the team decodes the economics of your business so you can see what's actually happening, understand the levers you can pull, and chart the path forward.
Founded and led by CEO Jeff Cummings, SDX Advisors works alongside CPAs, attorneys, and wealth managers — and brings in additional team members when the engagement calls for it.
• Certified Exit Planning Advisor (CEPA)
• MBA, University of Southern California
• $70M+ delivered to business owners at exit · 4 transactions
• ProVisors Network · La Jolla Group
• Serving nationwide - Based in Carlsbad CA and Nashville TN
"We make business owners more money. That's the goal, the work, and the success metric. Whether it's recovering profits, growing cash flow, or maximizing the value of a sale — by the end of the engagement, the owner is taking more money home."
—Jeff Cummings, CEO · SDX Advisors
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The Crisis Client
Profits declining, cash tight, bank said no — or the CFO walked out. Typically referred by a CPA, attorney, or board member. Needs immediate clarity and a disciplined roadmap out.
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The Exit Planner
Business is healthy, exit is 2–5 years out. Referred by a wealth manager or M&A attorney. Ready to build toward maximum value before going to market.
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The Growth Client
Stable and profitable, ready to scale intentionally. Needs financial structure, forecasting, and strategic advisory to grow without guesswork.
— For Advisors & Referral Partners
Become a trusted referral partner.
SDX Advisors works alongside the client’s existing partners in a collaborative environment. Most engagements involve close coordination with the CPA, attorney, or wealth manager already in the picture.
If you advise CEOs of $5–50M companies and want a financial advisory partner you can trust your most complex clients with, let's connect.
CPAs
Tax, audit, accounting partners & CPA’s
M&A Attorneys
Deal counsel, transaction support
Business Bankers
Lending, credit, capital partners
Tax Attorneys
Estate, succession, structuring
Wealth Managers
Personal & business wealth advisors
Vistage Chairs
CEO peer groups & coaches