PBO Advisory Group was named one of San Diego’s fastest growing medium-sized businesses by the San Diego Business Journal — a testament to our deep commitment to both excellence in client service and fostering a culture that attracts and retains top talent.
In its Oct. 21, 2024, edition, the San Diego Business Journal ranked PBO Advisory No. 48 on its list of fastest growing private companies in the medium category based on the firm’s 10.5% revenue growth from 2021 to 2023.
This growth reflects the PBO Advisory leadership team’s focus in recent years on implementing efficiencies and processes to improve both employee engagement and client service. CEO Francesca San Diego, who took the helm earlier this year, has played an integral part in driving PBO Advisory’s growth and success since joining the firm in 2015. Her efforts to create smart, strategic growth to increase productivity and profitability are paying off, as PBO Advisory’s core service gross margin improved by more than 22% this year while year-to-date profitability increased by 472%.
PBO Advisory Leads by Example
Growth is often a direct result of consistently meeting and exceeding client expectations, as it reflects the company’s ability to adapt, innovate, and expand its offerings in response to evolving needs. Just as PBO Advisory’s team of talented financial, operations, and human capital advisors guide clients in strategies that promote growth for their organizations, we implement the same effective tactics ourselves.
Beyond the bottom line, growth is important because it assures clients and customers of a business’ reliability and vitality and proves that the company is not only thriving, but also investing in improvements that enhance their experience and satisfaction. Fast-growing companies are frequently leaders in their fields, setting trends and embracing cutting-edge solutions that benefit clients directly.
For talent retention and recruitment, a company’s growth is an attractive indicator of stability and opportunity. Professionals want to work for a company that offers dynamic career paths, ongoing skill development, and the chance to contribute to a positive trajectory. At PBO Advisory, we work hard to create a collegial environment where collaboration and teamwork are balanced with camaraderie and a healthy dose of fun (as demonstrated by our recently being named one of San Diego’s Best Places to Work by the San Diego Business Journal). Through firm outings, charitable work, and consistent communication, PBO Advisory ensures its employees know they are valued and appreciated — building a foundation of positive morale and happiness from which we serve our clients.
Francesca San Diego
CEO & Member
[email protected]
(858) 935-4846