With over 5 years of experience, Jake Stavros, CVA, is a trusted advisor to colleagues and clients alike, known for his creative, solution-oriented approach. Drawing from a background in music, Jake brings a distinctive perspective to business problem-solving by combining technical expertise with creativity to deliver tailored solutions. His focus areas include business consulting, M&A advisory, fractional CFO services, financial modeling, and business valuation. Jake works with companies of all sizes across a range of industries, guiding them through growth, exit planning, and economic challenges.
A key contributor to innovation within LGA’s Business Advisory Services team, Jake has developed several widely adopted tools and deliverables, including investor pitch decks, forecasting models, and FP&A dashboards. He also created a new valuation report format that is both visually engaging and easy to understand, improving transparency and making the valuation process more accessible for non-specialists.
Whether advising on a transaction, developing custom models, or navigating financial complexity, Jake focuses on clear communication, practical solutions, and building trust through transparency. He meets clients where they are and helps them feel informed, supported, and confident in the decisions ahead.
Education:
- Fordham University, Gabelli School of Business: Bachelor of Science, Summa cum laude
Professional Affiliations:
- Exit Planning Exchange (XPX), Greater Boston Chapter, Marketing Committee Leader
- National Association of Certified Valuators and Analysts (NACVA), MA Chapter, Member
- American Institute of Certified Public Accountants (AICPA), Member
- Massachusetts Society of Certified Public Accountants (MSCPA), Member
Personal:
Outside of his advisory work, Jake performs regularly across New England with his band, Above Water, with whom he writes, records, produces, and releases original music. He also enjoys spending time outdoors, especially fishing.