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Bluechipmacro

Helping Business Owners
Build More Valuable
Businesses.

business advisory

Gain clarity. Build a plan. Execute.

35+ Years

Building Businesses

300+

Mergers & Acquisitions

Since 1997

E-Commerce pioneer

350+

Employees hired & led

questions every business owner faces

How do I grow my business and make it more profitable?

Where should I invest time, capital, and management attention?

What opportunities am I not seeing?

How can AI create a competitive advantage for my business?

How can I attract more of the right customers?

If I stepped away from my business, what would happen?

EVERY ANSWER SHAPES THE FUTURE OF YOUR BUSINESS

HOW WE THINK

EXPERIENCE

&

PERSPECTIVE

For more than three decades, we've founded, built, and grown businesses, giving us firsthand experience with the questions business owners face.

Our team's experience allows us to evaluate your business from multiple perspectives, including those of an entrepreneur, operator, investor, investment banker, and CPA.

Our CARE Process


A framework to understand your business, identify the right priorities, make better decisions, and to build long-term value.

Clarify

Understand where you are today, where you want to go, and what success looks like.

Assess

Evaluate your business, identify opportunities, and understand what’s creating or limiting long term value.

Recommend

Recommend the initiatives that will have the greatest impact and develop a roadmap for moving forward.

Execute

Implement the plan, measure results, and continually refine your approach as your business evolves.

What success looks like

Transform your business into one you’d want to buy.

Increase the value of your business.

Know where to focus next.

Turn more revenue into profit and cash flow.

Build a lasting competitive advantage.

Build a business that gives you more freedom.

WHERE WE HELP

Every business is different, but these are some of the areas where Blue Chip Macro most often help clients create value.

business advisory meeting

Business Strategy & Growth

Make better strategic decisions that increase long-term value.

Open books branding

Brand & Positioning

Build a stronger brand that creates a lasting competitive advantage.

Business marketing

Marketing & Customer Acquisition

Attract more of the right customers and improve marketing effectiveness.

Business Operations conversation

Operations & Systems

Improve efficiency, scalability, and reduced dependence on you.

Wealth Management Services

Tax Strategy

Structure your business to preserve more of what you earn.

AI Strategy

AI Strategy

Identify practical ways AI can improve productivity and decision-making

Proof In Action

Businesses we’ve founded, built, and continue to operate.

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MANAGED OVER $100 MILLION

Built proprietary quantitative investment strategies focused on protecting capital and delivering long-term results.

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PIONEERED A NEW RETAIL CATEGORY

In 1997, recognized the shift to e-commerce and built the world’s leading retailer in its niche.

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BRINGING BACK AUTHENTICITY

Crafted a premium organic, additive-free tequila before shortcuts became the standard.

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BUILDING THE FUTURE OF WELLNESS

Launched a concierge healthcare practice built around proactive, personalized care.

The right conversation could change the
future of your business. Call (800) 913-9117

Frequently Asked Questions

Business owners choose Blue Chip Macro because our business advisory services are built on real-world experience, not theory. We’ve built, operated, acquired, and sold businesses, managed investments, participated in mergers and acquisitions, and advised business owners for decades.

By evaluating opportunities through multiple perspectives, we help clients see what others miss, make better decisions, and build stronger, more valuable businesses.

Every business owner has different goals. Some want to accelerate growth. Others want to improve profitability, strengthen their brand, prepare for an eventual sale, or create more freedom in their lives.

Our role is to understand where you want to go, then help you develop the strategy and make the decisions that get you there. In the process, you build a stronger, more valuable business.

Every business advisory engagement begins with understanding your business, where you are today, where you want to go, and what’s standing in the way. We then use our CARE Process™ to identify priorities, develop a clear roadmap, and help you execute with confidence.

Every recommendation is designed to create measurable improvements and long-term business value.

We work with business owners who know their business can be better than it is today. Some want an experienced outside perspective. Others are facing important decisions, navigating change, or looking for a trusted advisor to help them think through what’s next.

Whatever your goals, our focus is helping you make better business decisions and build a stronger, more valuable business.

Every business is different, but most opportunities fall into six key areas where we help clients
create value:

  • Business Strategy & Growth
  • Brand & Positioning
  • Marketing & Customer Acquisition
  • Operations & Systems
  • Tax Strategy
  • AI Strategy

Our business consulting and business advisory services are designed to help business owners build stronger companies, improve performance, increase business value, and create lasting competitive advantages.

It starts with a conversation. We’ll discuss your business, where you are today, where you want to go, and what you’re hoping to accomplish. Together, we’ll determine whether we’re the right fit and how our business advisory services can help you build a stronger, more valuable business.

Office with ocean view

Let's answer the
questions that matters most.

Q: Why should I choose Blue Chip Macro?

Business owners choose Blue Chip Macro because our business advisory services are built on real-world experience, not theory. We’ve built, operated, acquired, and sold businesses, managed investments, participated in mergers and acquisitions, and advised business owners for decades.

By evaluating opportunities through multiple perspectives, we help clients see what others miss, make better decisions, and build stronger, more valuable businesses.

Every business owner has different goals. Some want to accelerate growth. Others want to improve profitability, strengthen their brand, prepare for an eventual sale, or create more freedom in their lives.

Our role is to understand where you want to go, then help you develop the strategy and make the decisions that get you there. In the process, you build a stronger, more valuable business.

Every business advisory engagement begins with understanding your business, where you are today, where you want to go, and what’s standing in the way. We then use our CARE Process™ to identify priorities, develop a clear roadmap, and help you execute with confidence.

Every recommendation is designed to create measurable improvements and long-term business value.

We work with business owners who know their business can be better than it is today. Some want an experienced outside perspective. Others are facing important decisions, navigating change, or looking for a trusted advisor to help them think through what’s next.

Whatever your goals, our focus is helping you make better business decisions and build a stronger, more valuable business.

Every business is different, but most opportunities fall into six key areas where we help clients
create value:

  • Business Strategy & Growth
  • Brand & Positioning
  • Marketing & Customer Acquisition
  • Operations & Systems
  • Tax Strategy
  • AI Strategy

Our business consulting and business advisory services are designed to help business owners build stronger companies, improve performance, increase business value, and create lasting competitive advantages.

It starts with a conversation. We’ll discuss your business, where you are today, where you want to go, and what you’re hoping to accomplish. Together, we’ll determine whether we’re the right fit and how our business advisory services can help you build a stronger, more valuable business.