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Keeping our closest partners informed, inspired, and connected.
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A Note from Francesca San Diego
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The current business environment right now requires something specific of every leader: the ability to adapt quickly with accurate information. The organizations we are seeing thrive this spring are not necessarily the ones with the most resources — they are the ones who have systems that provide clarity for action to address evolving market conditions.
For our partners, the need to adapt to fast changing conditions is an important sign for who needs us most right now. The companies navigating real complexity — leadership transitions, cash flow pressure from trade disruptions, HR infrastructure gaps as they scale — are precisely the organizations where an introduction to PBO creates the most meaningful impact for an organization.
In this edition, we are sharing two client stories, a timely reminder of what makes for the most effective PBO referrals, and an update on where we have been showing up in the community. As always, thank you for thinking of us when you encounter an organization that could use a steady, experienced partner to drive value and capacity.
With gratitude,
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Every partnership tells a story. Here are two we are proud of.
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Read the full Curebound case study to see how PBO's approach helped build an organization ready to grow with confidence.
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Read the full Khan Lab School case study to see how PBO's discovery-first approach made it possible.
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What's on Our Radar for Your Clients
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The trade environment has created a new category of urgency for many businesses. If any of your clients import goods, they may have IEEPA tariff refunds available right now — and a 60–90 day window to claim them.
CBP opened its refund program on April 20, 2026. Phase 1 covers recently liquidated and still-open entries. It requires coordination across finance and operations, and it's the kind of thing that falls through the cracks without a finance leader in place. Our team has been tracking this closely.
If you have clients in manufacturing, distribution, life sciences, or any import-heavy industry, this is worth a conversation. We are happy to be a resource.
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What Makes a Great Referral to PBO
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The best referrals for us are companies in the $5-50M revenue range experiencing one of these situations:
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- Growing fast and need HR infrastructure or recruiting support
- CFO recently departed or was never in place
- Preparing for a transaction (sale, acquisition, or investment)
- Experiencing employee issues and need fractional HR leadership
- Board or investors are asking for better financial reporting
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Pro tip: The easiest introduction is a warm email copying both parties. We'll take it from there!
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Just let us know. We'll follow up within 24 hours.
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PBO Advisory Group specializes in providing expert finance, HR, and operational advisory, guiding you through strategic changes and driving sustainable growth.
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© PBO Advisory Group All rights reserved.
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