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Jonathan Augelli

 

Member profile details

Membership level
Member
First name
Jonathan
Last name
Augelli
Phone
608-352-3332
City
Middleton
State
WI
Zip
53562
Title
Mr.
Company
Augelli Consulting, LLC
Professional Title
Founder
Professional Designations
CMA
Mobile Phone
608-352-3332
Introduction
Jon Augelli has a passion for helping business owners achieve their dreams by growing their businesses and preserving their legacy. He discovered this passion through extensive work with small business owners throughout his career. He has advised companies in a variety of fields including engineering, legal, healthcare, and fitness, and navigated multiple business transitions. Jon is a Certified Management Accountant and a certified Financial Modeling & Valuation Analyst. He is also a partner of the Navix Consultants network, a nationwide group of exit planning specialists.
Services
Jon consults small to mid-sized businesses around the Madison, WI area providing on-Demand CFO services such as financial modeling, analysis, and strategic guidance. He specializes in exit planning helping business owners navigate both exit planning and execution, and getting both the owner and business ready for exit on their own terms.
Background Info
Prior to consulting, Jon worked as a field engineer at a start-up structural engineering firm. By necessity, he took on the role of business/financial analyst for his firm. Within a few years, he was simultaneously serving as his firm’s controller/chief financial officer and as a project manager for several major lift bridge rehabilitations. He also served on the firm's board of directors. During his tenure the firm grew from a local Wisconsin firm to a nationwide company, navigating the buy-out of the founder and two additional owners, and undergoing a complete rebranding. He was personally responsible for implementing an enterprise resource planning system, organizing and leading the strategic planning task force, and redesigning and streamlining the company’s significant processes and internal controls.
Consulting Specialty 1
Succession Planning
Consulting Specialty 2
Accounting & Finance
Consulting Specialty 3
Strategic Planning
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