Business Advisory Services for Small Business Owners
Tax returns and payroll filings are the floor, not the ceiling.
Customized business advisory services
Strong businesses require more than tax filings and year-end compliance. Business owners face important financial and operational decisions every year — from managing growth and improving cash flow to restructuring entities, preparing for financing, planning succession, or positioning the business for long-term stability.
New Day Advisory provides business advisory and accounting support services through Venture Financial Group LLC, helping small business owners across Middle Tennessee and nationwide navigate those decisions with practical guidance backed by more than 35 years of experience.
Who We Help
We also work with business owners preparing for a business sale, merger, or acquisition who need accurate financial statements, clean books, and transaction-ready reporting. In addition, we support owners in early or confidential exit planning who want to maximize business value over time.
Industries We Serve
New Day Advisory Services supports clients across a wide range of industries, including:
- Auto dealerships and automotive services
- Agricultural operations and farms
- Painting and general contracting businesses
- Payroll processing and staffing companies
- Nonprofit organizations
- Music publishing and creative rights businesses
Our Advisory Focus
While industries vary, our advisory approach remains consistent. We focus on the stage of the business, the financial complexity, and the strategic questions that impact growth, tax efficiency, and long-term value creation.
Whether you are scaling, stabilizing, or preparing for exit, New Day Advisory Services delivers structured financial insight to help business owners make confident, informed decisions.
What We Do
Cash Flow and Financial Reporting
Cash flow challenges are rarely just about timing—they are usually the result of deeper issues in pricing, margins, or business structure. We help business owners develop financial reporting systems they can actually rely on for decision-making, not just compliance.
Our advisory work focuses on identifying margin leakage, improving visibility into profitability, and translating financial data into actionable insight before small issues become financial pressure points.
Entity Structure and Tax Efficiency
Your entity structure impacts how your business is taxed, how income flows to owners, and how lenders or buyers evaluate your company. Many businesses are still operating under structures that made sense at startup but no longer fit their current size or complexity.
We evaluate your current structure, model alternative entity strategies, and provide clear, data-backed recommendations designed to improve tax efficiency, flexibility, and long-term positioning.
Capital Raise and Bank Financing
Whether you are expanding a location, buying equipment, or acquiring another business, lenders want to see clean financials before they say yes. Disorganized books, unclear owner compensation, and inconsistent reporting give lenders reasons to hesitate or reduce what they will offer.
We help business owners prepare for a bank conversation: organizing records, presenting earnings clearly, and making sure the picture you show a lender reflects the actual strength of the business. Sam Davis has prepared bank financing packages for Middle Tennessee businesses for more than 35 years, from equipment loans to SBA applications.
If you are planning to approach a bank in the next six to twelve months, start the conversation with us first.
Succession and Exit Planning
Every business owner eventually faces the question of transition—whether planned or unexpected. The earlier succession planning begins, the more control and flexibility an owner has over the outcome.
We help structure succession plans aligned with your timeline, evaluate tax and legal implications, and remain engaged as your plan evolves over time to ensure continuity and value preservation.
Mergers & Acquisitions (M&A) Preparation
Issues discovered during due diligence often reduce valuation and create leverage for buyers. Identifying and resolving those issues before a transaction begins puts the seller in a stronger position.
We help business owners prepare for M&A activity by cleaning up financial statements, normalizing earnings, improving reporting transparency, and coordinating readiness with legal and financial advisors.
Fringe Benefit Planning
Business owners have access to compensation strategies not typically available to employees. Health insurance, retirement contributions, life insurance, and disability coverage can often be structured in more tax-efficient and business-aligned ways.
We review your current compensation setup, identify gaps in benefit planning, and help implement strategies that align with both tax efficiency and long-term financial planning.
Starting the Conversation
The books fell behind. A tax season was more complicated than expected. The business grew past what a spreadsheet could handle.
We start with a conversation, not a sales pitch. We want to understand your business before suggesting anything. We want you to feel confident about the fit before we get started.
From there, we build a scope of work around what you actually need. Then we stay in contact throughout the year.
- 931-796-8800
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New Day Advisory by Venture Financial Group
125 Webb Ave #102
Hohenwald, TN 38462
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Why New Day Advisory
We are not a one-size-fits-all firm.
New Day Advisory, a division of Venture Financial Group LLC, has been working with small business owners for over 35 years.
We are not a one-size-fits-all accounting or advisory firm. Our approach is built around the stage of your business, your financial complexity, and the specific decisions you need to make—not a pre-set package of services.
We tailor our advisory scope to fit the business in front of us, whether that involves cash flow improvement, tax planning, financial reporting, or preparation for growth, financing, or exit.
And if your needs fall outside our area of expertise, we will tell you directly and refer you to a trusted professional who is better suited to help. Our goal is always the same: clear guidance, honest direction, and the right support for your situation.
Our company has had the pleasure of working with Sam and his staff at Venture Financial for over 20 years. His experience and professionalism helped our company navigate the paths of day to day accounting as well as quarterly and yearly tax preparation. I highly recommend Sam for any accounting services.
Frequently Asked Questions
Do I need a formal advisory engagement, or can I just call with a question?
If you’re already a tax or bookkeeping client, call us. Most short questions don’t require a separate engagement. For longer planning work, a defined scope and fee work better for everyone.
How far in advance should I start planning for a business sale?
Three to five years is the honest answer. That timeline gives you room to clean up the books, restructure if needed, reduce your tax liability, and find the right buyer without pressure.
