Right Advisory is a financial advisory firm that provides accounting, restructuring, investor relations, litigation support, and process improvement services. The firm was founded in 2008 by Robert Tarola and Bridget Sarikas. They have expertise in working with boards of directors, C-suites, auditors, and investors. Recent achievements highlighted include assisting a university president achieve financial turnaround and helping a medical association diagnose challenges and recommend improvements. Testimonials praise the firm's leadership and contributions to complex projects and turnarounds.

1. 1
Turning Challenges Into Opportunities
 Financial issues facing troubled businesses
 Support for M&A and financing transactions
 Finance and accounting operations
 Risk assessment for management and auditors
 Support for complex litigation

2. Who We Are
• Right Advisory Founded in 2008 by:
o Robert Tarola – Licensed Certified Public
Accountant and a Chartered Global
Management Accountant
o Bridget Sarikas – Experienced
Communications Officer and Process
Improvement Expert
• Expertise in:
o Boardroom
o C‐Suite
o Independent Audits
o Investor Relations
• Website:
o www.rightadvisory.com
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3. What We Do
• Right Advisory Provides a Sophisticated Level of Financial,
Governance and Operating Services Across Multiple
Industries. Primary Services Include:
o Accounting and Financial Reporting
• We provide transition CFO services and expert consultations
in U.S. GAAP, control systems, SEC requirements and
business reporting.
• Right Advisory principals have been personally involved
with the financial reporting decisions of many companies,
both at the national and global level.
o Reorganizations and Bankruptcy
• We provide expert support and consultations in all aspects of
a troubled business situation – caused by business model,
liquidity or legal problems.
• Right Advisory principals have extensive direct experience
with the financial requirements of Chapter 11.
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4. What We Do
• Primary Services Include (continued):
o Investor Relations and Communications
• We provide expert services and consultations to investor
relations professionals and boards of directors based on
performing as IR officers for three public reporting entities.
• Earned accolades in an independent perception study as
“esteemed among industry professionals”.
o Litigation Support
• We provide expert testimony and consultations in areas
such as accounting and financial reporting, reorganizations,
bankruptcies, investor relations and communications as well
as transaction disputes and shareholder suits.
• Right Advisory’s principal, Robert Tarola is a credentialed
expert with an extensive resume that can add credibility to
case development, documentations and court proceedings.
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5. What We Do
• Primary services include (continued):
o Process Improvement
• We provide assessments, training and consultations for
business process owners, utilizing sophisticated evaluation
tools and techniques such as six sigma and lean.
o Risk Assessment and Controls
• We provide expert guidance and advice on how best to
assess and mitigate risk.
• Right Advisory principals have extensive experience with the
design, operations and assessment of control and risk
management structures.
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6. How We Do It
• We Utilize Expertise and Perspective Gained over Years of
Hands‐On, Real‐World Experience as a Public Company
Director, CFO, Audit Partner and Investor Relations Officer.
• We have Experience with Boards as Members and Advisors,
Led Finance Functions and Major Administrative Units.
• We Quickly Assess Issues, Recommend Management Actions,
and Implement Those Actions When Requested.
• We Partner with Accounting, Legal and M&A Firms to
Provide the Best Client Service Team
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7. Why Right Advisory
• Perspective – We employ a boardroom and C‐suite
perspective asking “what would the leaders want to know?”
• Competency – We apply our deep experience in running
global, value‐added administrative and finance functions.
• Approach – We assess independently, recommend objectively
and implement collaboratively.
• Results – We communicate regularly and accountable for
driving contracted outcomes.
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8. Recent Achievements
• A Major National University – Assisted a new president to achieve
major financial and operational accomplishments including: four straight
years of operating surpluses after years of deficits, the recapitalization of the
balance sheet to eliminate debt covenant defaults, and the securing of bank
and investor support for his renewal initiatives.
• A National Medical Practitioner Association – Completed A
diagnostic of strategic, operational and financial challenges and
recommended detailed improvement actions involving governance
structure, operational processes and membership strategy.
• A Major International Public Company – Worked with executive
management to propose an enterprise risk program to the audit committee
of the board of directors.
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9. Testimonials
• Steve E. Hicks, President and CEO
Provident Resource Group
“Provident Resource Group has facilitated over $1.5 billion in capital projects serving its
missions and improving the quality of communities it serves across the country. The
professionals from Right Advisory, led by Bob Tarola, were instrumental partners with
us in managing the award winning bond deal that created the first new dormitories for
the students of Howard University in over 20 years. We are proud of our affiliation with
Right Advisory.”
• Dr. Sidney A. Ribeau
Retired President, Howard University
“I engaged Right Advisory in 2009 to help me, as the new President of Howard
University, identify and resolve an inherited structural deficit. The Right Advisory
principals, led by Bob Tarola, and their professional network quickly provided insight
into root causes, helped stabilize the situation, installed a new level of financial
discipline, and positioned the University for strategic renewal. They brought a
sophistication to financial matters and a credibility in the capital markets that allowed
Howard to attract over $500 million of new financial support.”
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10. Testimonials
• Daniel I. Bernstein
Executive Vice President and Chief Investment Officer,
Campus Apartments
“Campus Apartments worked for more than three years to propose, design,
finance and construct two new dormitories for a major national university. The
project was bogged down and ill‐managed until Right Advisory assumed a
leadership role in 2012. In fact, we would have not moved forward on the
project except for the involvement of Right Advisory.”
• Keith S. Overland, DC
President, American Chiropractic Association
“The American Chiropractic Association engaged Right Advisory in 2012 to
assess its business strategy, operational effectiveness and financial condition.
The principals conducted interviews and examined internal documents. Their
observations and recommendations were insightful and actionable. ACA is in
the process of implementing many of the ideas put forth by Right Advisory.”
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