Hey there! I’m Abby Anderson, your go-to guide for turning business chaos into clarity. With over 17 years in financial services and M&A, I’ve seen it all and I know how to help you break through those pesky growth ceilings.
My journey began in a family-owned financial planning business, where I led a transformation by implementing EOS. We streamlined roles, created clear accountability, and turned a good business into a great one. That experience showed me the power of EOS in creating a cohesive, thriving organization.
In my M&A career, I’ve worked with 20+ small business owners, guiding acquisitions and integrations with both EOS and non-EOS companies. The difference? Businesses running on EOS stood out with stronger alignment, accountability, and adaptability—traits essential in the wealth management industry.
Whether you’re aiming for growth or prepping for a sale, EOS can transform your business. Let’s build a foundation that allows your business to thrive and expand.
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