Elliott T. Friedman
Holistic Business Advisor
Accelerating growth for professional service firms—CPAs, law practices, and healthcare providers—with holistic business advisory that transforms strategy, marketing, operations, technology, financial management, and digital presence into your competitive advantage.
Serving Charleston, South Carolina and Beyond
My name is Elliott Friedman, and I'm a business advisor based in Charleston, South Carolina, serving professional service firms and private equity firms. I specialize in accelerating growth for CPAs, law practices, and healthcare providers through holistic business advisory that transforms how these firms operate, compete, and scale.
My approach integrates strategy, marketing, operations, technology, financial management, and digital presence into a unified growth framework. Whether you're launching a new practice, scaling an established firm, or seeking to modernize your operations, I provide the comprehensive guidance and hands-on implementation support needed to achieve sustainable success.
For private equity firms, I serve as a technology advisor specializing in technical due diligence, post-deal technology strategy, and value creation initiatives that drive alpha generation and technical arbitrage opportunities.
With multi-decade experience across technology, marketing, and business operations, I go beyond traditional consulting—I partner with clients through every stage of their growth journey, turning strategic insights into measurable results.
Why “Holistic” Advisory?
Most business advisors specialize in one area—strategy, marketing, technology, or operations. But your practice doesn't operate in silos, and neither should your advisory support.
My holistic approach recognizes that every aspect of your professional service firm is interconnected. Your marketing strategy impacts operations. Your technology choices influence client experience. Your financial systems shape strategic decisions. When these elements work in isolation, opportunities are missed and growth is constrained.
Drawing on multi-decade experience across enterprise IT, software development, digital media, web development, social media advertising, private equity value creation, and business administration, I bring an integrative perspective that few advisors can match. This breadth of expertise means I don't just solve problems in isolation—I identify how improvements in one area can amplify results across your entire practice.
Through short-term engagements, I help launch or modernize your practice and connect you with the right long-term partners for all the specialized services you need—marketing agencies, IT providers, social media managers, PR firms, HR consultants, and more. But my role doesn't end there. I serve as your long-term strategist and trusted advisor, supporting your practice as it grows and scales, ensuring all the pieces continue working together toward your vision.
The result? Advisory services that go beyond quick fixes to create lasting, compounding value. Whether you're optimizing operations, modernizing technology, refining your market positioning, or pursuing aggressive growth, my holistic approach ensures every initiative aligns with and reinforces your overarching vision for success.
Practice Accelerator
Ready to start your own practice or transform your existing firm? The Practice Accelerator is an intensive 9-week program that builds everything you need—from operational systems and technology infrastructure to marketing strategy and financial management—giving you a modern, growth-ready practice.
For CPAs, Attorneys & Healthcare Providers
Elliott T. Friedman
Founder, Principal Advisor
I'm Elliott Friedman, a holistic business advisor dedicated to helping professional service firms—CPAs, law practices, and healthcare providers—accelerate growth through integrated strategies that increase visibility, streamline operations, and achieve ambitious economic goals.
I'm an entrepreneur at heart. I've built multiple businesses alongside talented partners and teams, learning through experience what it truly takes to build, scale, and sustain a successful venture. This firsthand perspective informs everything I do as an advisor—I understand the challenges you face because I've lived them.
Throughout my career, I've worked with companies across diverse industries, from startups finding their footing to established enterprises pursuing transformational growth. I've had the privilege of working extensively with sole practitioners and small professional service firms—CPAs, attorneys, and healthcare providers—helping them modernize their practices, implement scalable systems, and achieve sustainable growth. Whether launching new ventures or optimizing existing operations, I've played a pivotal role in driving the efficiency and innovation that lead to measurable success.
Beyond consulting, I've built and exited companies while holding executive leadership roles that deepened my operational expertise. I co-founded a media production company that was successfully acquired in 2014. More recently, I co-founded an EdTech company where I served as Chief Technology Officer (CTO), contributing significantly to its successful acquisition in 2024. Prior to that, I was Director of Information Technology for a private medical practice, where I orchestrated transformational technology initiatives during a period of substantial growth.
I also serve as a technology advisor to private equity firms, specializing in technical due diligence, post-deal technology strategy, and value creation initiatives. This work has given me unique insight into what makes companies acquisition-ready and how to build scalable, investment-grade operations—experience I leverage to help professional service firms position themselves for maximum growth and value.
With extensive experience spanning enterprise IT, software development, digital media production, web development, business strategy, and M&A advisory, I bring both technical expertise and strategic vision to every engagement. My approach is hands-on, practical, and focused on delivering results that compound over time.
Insights
The Process
Writing a Business Plan
The importance of a well-developed, written business is the foundation of a our relationship. This will be the document by which you will memorialize and reference your strategies, mission, goals, and financial expectations. Everything downstream will be informed by the fundamentals contained in this framework.
Organizing Business Assets
Knowing where everything is and how to find it eliminates major headaches and inefficiencies. Leveraging cloud solutions creates efficiency and redundancy. Elliott will help organize your “back office” and train you and your team on how to find and track important documents and digital assets.
Developing a Marketing Strategy
Understanding the competitive landscape and building a data-driven marketing plan are key pillars of growth and success. We will help develop your marketing strategy by leveraging SEO, AI, your “tech stack,” and our extensive expertise in digital marketing.
Designing the “Tech Stack”
Selecting the suite of software, online services, productivity tools, and security measures for your business can be intimidating. We will help curate and configure the best combination of tools and trainings that will allow you and your team to get work done in the most efficient way possible.
Creating a Financial Model
A robust financial model can help with forecasting and allows honest, data-driven assessment of every aspect of your business. Elliott can help you understand and engineer your financial statements and help interrogate financial data sets.
Strategies for Scaling
With a broad spectrum of expertise and experience, we can help you develop your growth strategy to scale your business operations in a way that dynamically fits your budget and goals. We will help train you and your team on how to execute the growth strategy.
Advisory Use Cases
-
Solo Entrepreneur
This advisory package is designed for solo entrepreneurs with an idea or “side hustle” that they want to elevate to a full-time business. Elliott supports passionate individuals by providing strategic, operational, and performance services . Pricing starts at $5,000 and includes full assistance with getting started - from writing your business plan to creating your website and social media content, Elliott will guide you along your path to success and supplement your future team and partnerships as you begin your journey.
-
Scaling/Supporting An Established Business
Has your business growth stalled or plateaued? Are you dissatisfied with current advisors, consultants, or performance coaches? Elliott is here to help. Bringing decades of proven experience, Elliott can help your business grow through improving efficiencies in processes, leveraging excellent technology, and supporting operators by implementing strategy. Pricing is based on $350/hour retainers that are customized to address specific areas of your business that need a fresh perspective or infusion of energy and expertise.
-
Specialty Enterprise Consulting
In addition to fundamentals for entrepreneurs and scalability strategies for businesses seeking growth, Elliott can also take on complex projects and manage specific tasks or teams by leveraging his diverse set of skills and experience. Deliverables include:
Software Development
Enterprise Technology Rehabilitation
Cybersecurity
Marketing / Web Visibility Campaigns
Professional Development Resources
Executive Performance Coaching
