About Us
Owner Advisory Group is a strategic advisory firm built around the business owner. We bring planning, advice, and execution under one framework — The PAID Method™ — so owners work with a coordinated lead advisor instead of a fragmented roster of professionals.
Built for the Owner, Coordinated for the Whole Plan
Owner Advisory Group is a wealth advisory firm built specifically for business owners. We exist because most owners hold the majority of their net worth inside the business they built — and the traditional split between CPA, attorney, and investment advisor leaves no one accountable for turning that value into personal wealth.
To change the wealth-building reality most business owners face today by giving them one coordinated plan instead of disconnected advice.
Diagnose where business value is exposed, leaking, trapped, or poorly positioned — then build and manage a PAID Method™ Plan across Protect, Align, Integrate, and Distribute.
We act as the primary advisor and coordinate the CPA, attorney, and specialists already in your corner — so the strategy stays unified as the business evolves.
Matt Hertig
For nearly twenty years, I ran my own company as co-founder and CEO — six-time Inc. 5000 honoree — and built it to a successful exit. That exit taught me something most business owners don't find out until it's too late. Like me, most owners have a plan for growing the business - and no plan for converting that value into personal wealth throughout the ownership journey. Instead, they depend on a single exit event they don't control. And with 70% of businesses that go to market never selling, hope becomes the strategy. I consider myself fortunate to have exited successfully - but too many owners never get that chance. That's why building wealth during the ownership journey, not just at the end of it, is the whole point of The PAID Method™.
The traditional setup makes this worse. A CPA handles taxes. An attorney handles the entity and the estate. An advisor handles investments. Each does their job well, and none of them is responsible for the whole picture — so 78% of an owner's net worth typically stays locked inside the business until a single event, usually the sale, forces a reckoning.
I built The PAID Method™ to fix that. It's not a sales process. It's the framework I use, as a licensed insurance agent, financial advisor (Series 7/63,) and certified exit planning advisor (CEPA), to evaluate where business value is exposed or trapped, build a coordinated plan across investments, insurance, tax, and exit strategy, and then stay in the work by reviewing, adjusting, and coordinating the professionals who execute it so the plan keeps moving as the business and the owner's goals evolve.
More Than an Advisor
Owner Advisory Group was built from experience — not theory.
Before becoming a financial advisor, Matt spent more than two decades building, leading, and ultimately selling a successful business. Along the way, he experienced many of the same challenges business owners face today — fragmented advice, operational demands, tax complexity, succession uncertainty, and the realization that business success does not automatically create personal wealth.
The PAID Method™ was created to solve that problem by bringing strategy, implementation, and execution together through one coordinated advisory relationship.
Professional Experience & Credentials
Schedule a Business Owner Wealth Review.
See where you stand across all four PAID Method™ domains and what a coordinated plan would look like for your business.