About Owner Advisory Group
Our Team
Our team brings firsthand experience as business owners, which shapes how we approach planning and advisory work. We understand the realities of leading a growing organization—balancing competition, team development, and day-to-day decision-making while managing long-term risk and opportunity. That perspective allows us to work alongside owners with practical insight, focusing on clarity, coordination, and disciplined decision-making rather than abstract theory.
Our History
Owner Advisory Group was founded to help business owners bridge the gap between building business value and creating personal financial security. Our work centers on intentional planning that integrates business decisions with personal wealth, retirement, and legacy strategies across the full lifecycle of ownership, guided by the The PAID Method™.
Our Mission
Our mission is to provide business owners with clarity, structure, and coordination through The PAID Method™, supporting intentional decisions that connect business value to personal wealth. Through a structured planning process, we identify and address the business and personal readiness gaps that can influence an owner’s long-term financial outcomes.
Our Founder
Matt Hertig spent nearly 20 years building and leading his own business, experiencing the full spectrum of growth, risk, and responsibility that comes with ownership. Through that journey, he recognized that building a successful business does not automatically translate into personal financial security without intentional planning.
Matt developed The PAID Method™ to provide business owners with a structured system for connecting business value to personal wealth. The PAID Method™ aligns strategy across each stage of ownership by Protecting the enterprise, Aligning cash flow and income, Integrating retirement strategies, and Distributing wealth through coordinated legacy planning.
Today, Matt works alongside business owners as a licensed financial advisor and Certified Exit Planner, guiding the intentional translation of enterprise value into personal wealth, retirement readiness, and long-term legacy impact through The PAID Method™.