Kaplowitz Advisory Group (KAG) was established in 2013 to apply financial acumen to strategic decision making throughout a company's life cycle.

Start-Up Companies

KAG works with founders through the initial stages of company creation, including the formulation of a value proposition and business model and assists in the capital raising process.

Venture and PE-backed Companies

KAG works with venture capital and private-equity backed companies to create the necessary infrastructure, processes and controls to create grow profitably and efficiently without getting buried in bureaucracy and red tape. 

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Late-Stage Companies

KAG advises mature companies with strategic planning initiatives including execution, implementation, alignment, prioritization of initiatives and measures of effectiveness. 

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Executive Management Support

KAG provides executive management support as needed in all functional areas (including operations, finance, legal and supply chain management) as an interim or part-time CEO/Pres/CFO/COO.  Deep functional expertise in roles and responsibility alignment, working capital management, capital raising, acquisition integration, RFPs and contract negotiation.

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Board Advisory

Lisa Kaplowitz is available for private and public company boards and can serve on compensation and audit committees.  Industry expertise in retail, consumer, leisure, health & wellness, and hospitality sectors.

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