BBoggess AdvisoryGROUP · FLORIDABoggess Advisory Group
Boggess Advisory Group · Florida-chartered advisory firm

Strategy in motion — where do you want to go?

BAG is a senior-led advisory and consulting firm partnering with Fortune 500 leadership on digital transformation, capital-stack optimization, and modernization programs. Our productized arm, Boggess AI, ships the patent-pending AI substrate behind our engagements.

Partner-led · confidential · tailored to your strategy

Practice areas
8
industries, Fortune 500 lens
Service pillars
3
advisory · consulting · products
Engagement model
Partner-led
no juniors on critical paths
Institutional relationships

BAG's institutional counterparties include:

Named counterparty A
Direct reference calls available under NDA to qualified counterparties — see anonymized engagement patterns or email partners@bo-advisory.com.
Industries

Senior-led across eight Fortune-500-relevant industries.

Every BAG engagement is led by partners who have run the function in their target industry — not generalist consultants.

Energy

Upstream, midstream, utilities, and renewables — capex rigor meets data modernization.

Private Equity

Value-creation playbooks across the hold period: 100-day plans, ops diligence, portco modernization.

Regulatory Agencies

Mission-ready cloud data platforms for federal and state agencies under compliance constraints.

Entertainment & Media

Content supply chain, rights, and direct-to-consumer data — where creative meets margin.

Health & Life Sciences

HIPAA-aware data platforms for payers, providers, and research — auditable from day one.

Capital Markets & Trading

Pre-trade, execution, and post-trade data modernization for buy-side and sell-side firms.

Insurance

Underwriting, claims, and reinsurance data unification with governed AI augmentation.

Banking

Core modernization, risk, and BSA/AML — data platforms that satisfy the regulator and the board.

Our productized arm

BAG's products ship under Boggess AI.

Boggess AI is the enterprise-AI company inside the BAG family. It delivers the patent-pending Orion framework and two productized platforms — RevSource and ExecutiveGPT — the accelerators that compress our transformation engagements from years to quarters.

How we work

Partner-led. Productized. Auditable.

Every BAG engagement is led by a named partner in the seat — not a slideware deck. We bring productized accelerators through Boggess AI so clients get compressed timelines without surrendering governance. And every deliverable — memo, model, dashboard, workflow — is explainable to the board, the regulator, and the operating team on day one.

Partner in every room
No juniors on critical paths. The person selling is the person shipping.
Productized accelerators
Engagements inherit IP from Orion, our patent-pending AI framework.
Auditable by default
Governance and evidence trails aren't an afterthought — they're the baseline.
Confidential & senior-only
Engagements are delivered by a small senior bench under NDA; no sub-contracting.
Get started

Three ways to begin.

Pick the meeting type that matches your stage. Each is tailored to the kind of conversation leadership actually wants to have.

Strategy Session

15-30 minutes

No NDA required. A senior partner listens to your situation and tells you whether BAG is the right fit.

Targeted Demo

30 minutes

We pre-build your environment with anonymized data. You see the AI surface in your workflow, not a slide deck.

Env prep: DB + CC + CW + TM (default co-hosts).

One-Time Audit

2-week engagementNDA

NDA gated. Confidential findings delivered by a partner. The audit scope is yours; the report is yours.

Subject to the firm's 18-month post-engagement confidentiality wall on enterprise client references.

Ready when you are

The strategy you want to be in 24 months starts with one conversation.

Partner-led. Confidential. Tailored to your strategy.