Cervin Advisors · Dallas, Texas

Steady footing for the steepest part of the climb.

We give growing companies the operating team, financial discipline and technology foundation they need — without building every function from scratch.

Shared teamsOperators on day one
Finance & opsClean books, clear decisions
TechnologyPlatforms built to last

What we do

Four practices, one accountable partner.

Cervin Advisors LLC provides professional services to businesses. We do not sell physical goods. Every engagement is scoped in a written proposal or statement of work before any work begins or any payment is collected.

Shared Operating Teams

Cervin Advisors employs experienced operators and places them with client companies on a fractional or dedicated basis — so you get a capable team without the overhead of hiring each role.

  • Fractional operations, finance and program leads
  • Dedicated team members embedded in your business
  • Payroll, benefits and HR administration handled by us

Finance & Operations Advisory

Practical financial and operating structure for owner-led and multi-entity businesses — so the numbers are trustworthy and decisions are easier to make.

  • Bookkeeping oversight and month-end close
  • Multi-entity structure and expense allocation
  • Budgeting, cash-flow planning and reporting

Technology & Platform Advisory

Architecture, infrastructure and security guidance from people who build and run production systems — not slideware.

  • Platform and software architecture reviews
  • Cloud and on-premises infrastructure planning
  • Identity, security and operational readiness

Energy & Real-Asset Advisory

Commercial guidance on energy and property projects, drawing on hands-on experience in the Texas power market and commercial real estate.

  • Solar, storage and retail-energy strategy in ERCOT
  • Project and asset evaluation
  • Lease, tenant and space planning

How we work

A clear route, agreed before we set out.

Every engagement follows the same disciplined path, with written scope, pricing and milestones you approve up front.

01

Discover

A no-cost introductory call to understand your business, goals and constraints.

02

Propose

A written proposal with scope, deliverables, timeline and fees — nothing is billed until you sign.

03

Deliver

Named people, regular check-ins and transparent invoicing against the agreed plan.

04

Hand off

Documentation and training so your team can carry the work forward independently.

Engagements & billing

Three ways to work together.

All fees are quoted and billed in U.S. dollars. Invoices are payable by card or ACH bank transfer through our secure payment processor.

Advisory

Hourly Advisory

By the hour

Billed per hour, invoiced monthly in arrears

  • Ad-hoc guidance and working sessions
  • Rate confirmed in writing before work starts
  • Ideal for focused questions and reviews
Request a rate
Project

Fixed-Scope Project

Per project

Billed by milestone per statement of work

  • Defined deliverables and timeline
  • Deposit plus milestone payments
  • Change orders agreed in writing
Scope a project

Pricing depends on scope, staffing and duration and is always confirmed in a signed proposal before any charge is made. See our Refund, Cancellation & Dispute Policy and Terms of Service for full details.

Stylized topographic field map showing a route from base camp to summit

About Cervin

Named for a mountain that rewards preparation.

Mont Cervin — the Matterhorn — is climbed by people who plan the route, carry the right gear and trust their rope team. We bring that same mindset to the companies we serve.

Cervin Advisors LLC is a Texas limited liability company headquartered in Dallas. Our team supports a portfolio of operating businesses across energy, technology and real estate, and we offer that same bench of operators and advisors to clients.

Legal nameCervin Advisors LLC
HeadquartersDallas, Texas, USA
ClientsBusinesses (B2B) in the U.S.
CurrencyU.S. dollars (USD)

Contact & customer service

Tell us where you're headed.

Questions about a proposal, an invoice or a charge on your statement? Reach us directly — we respond to all customer-service inquiries within one business day.

Email hello@cervinadvisors.com
Email
hello@cervinadvisors.com
Billing
billing@cervinadvisors.com
Location
Dallas, Texas, United States
Hours
Monday–Friday, 9:00 a.m.–5:00 p.m. Central