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Member Spotlight: Andy Talley - CEO Advantage

Posted By Jon Hubbard, Saturday, February 08, 2014
Updated: Thursday, February 06, 2014

Andy Talley
  |  Principal, Tax Partner  |  Talley & Company  |  CEO Advantage Member Since 2011

"The focus on partner relationships, compensation, organizational structure
and admitting and retiring partners has been valuable.”

What influenced you to participate in The CEO Advantage?

"I was hoping to meet a group of business owners willing to share best practices, challenges and opportunities associated with the difficult challenges in running and/or managing a practice from a business perspective. I knew there was a good start to the group, having had an opportunity to work with several of the managing partners from my experience in the Boomer Technology Circle 5.”

What value have you received by being a member?

"The group has been very forthcoming, open and candid with respect to difficult issues and challenges they face. We have discussed sensitive topics in an open, transparent manner. We are willing to tackle issues that could not be discussed outside a group of decision-makers. Discussions regarding culture and the characteristics of a good partner helped our firm to refocus our energies on our people. Growth strategies have been developed which will have significant impact on our revenues in the future.”

What would you tell another managing partner that is considering joining?

"CEO Advantage is one of the unique opportunities that will allow you to take time to improve your firm as a business. You will work with progressive, open-minded, intelligent, decision-makers who are open to new ideas and that are willing to discuss difficult issues you face in your practice without the perspective of a personal agenda.”

A twenty to thirty person, four partner full service financial, tax and consulting organization founded in 1989 in Orange, CA.  Managing Partner Andy Talley (J.D., C.P.A., M.B.A) has been a client of Boomer Consulting for many years and was a charter member of the first CEO Advantage community in 2011. 

Interested in joining the CEO Advantage?

The CEO Advantage is a community of Managing Partners who act as a collaborative think tank to challenge, encourage and propel each other to a higher level of success. Members attend two meetings and schedule four webinars each year with dates determined by the group. More details at

We want progressive, open-minded, intelligent, decision-makers who are open to new ideas and are willing to discuss difficult issues you face in your firm. If you believe you are that type of leader, we want to hear from you. Go to and complete our informational form. We'd love to speak with you.









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