Mission

Bringing value to clients through empowered teams working together to imagine the possible and make a difference.

Providing clients with distinctive service and measurable outcomes.

Strong leaders ignite energy to motivate people and expand impact in their organization. Tartan Advisors LLC is a consulting firm that works with executives to help them lead their organization to attain profitable growth and achieve competitive advantage. Our team offers a strategic framework (Total Shareholder Return Framework) and systematic approach to help engage employees to realize change and deliver value. Our team includes former “Big Four” consulting professionals and accomplished industry executives who have significant experience guiding clients and employing technology to achieve sustainable improvements. Our business areas of focus include CFO Services, Technology, and Profitable Growth serving public, private, and not-for-profit organizations.


Tartan Advisors was formed to:

  • Focus on client objectives and needs to better their organizations and improve their customers’ experiences

  • Deliver economic and organizational value to clients through measurable business outcomes

  • Integrate technology insight and analytical rigor to solve pressing issues

  • Service the client with distinction

Leadership Principles

  • Act with Integrity
    Say what you mean, mean what you say
  • Confidence
    Experience, thoughtfulness, and conviction in our work
  • Focus
    Think deeply, consider the task at hand and all surrounding systems

Mission

Bringing value to clients through empowered teams working together to imagine the possible and make a difference.


 

A National Affiliate Network of seasoned professional services firms dedicated to providing Corporate Development and Generational Transition Solutions and Family Office Direct Investment Services, to assist the owners of private companies to grow larger and more valuable businesses.