Phoenix-Based Financial Advisory
Financial Leadership
for Exceptional Businesses
Financial, tax, and M&A advisory for owners who need a true financial partner.
What We Do
What We Do for the Businesses We Serve
Whether you're scaling, selling, or simply trying to make smarter decisions with your numbers, Canny Advisory brings institutional-grade expertise to owner-operated businesses across the US.
Financial & Strategic Advisory
With a deep financial literacy, we help clients make informed decisions, assess risks, and navigate complex challenges.
We maintain strict financial discipline and advise on important strategic decisions that include pricing, capacity, hiring, capital structure, and expansion.
- Oversee accounting and ensure GAAP compliance
- Budgeting, forecasting, and variance review
- Capital allocation analysis (equipment, facilities, and hiring decisions) with strategic recommendations
- Working capital and cash conversion management
- Capital raise support
- Negotiations with vendors and other key stakeholders
Tax Strategy & Compliance
Proactive tax planning, not just compliance. We minimize your tax burden through entity structuring, cost segregation, credits, and year-round strategy.
We plan in January, quarterly review, and adjust before year-end, so the strategy is already in motion by the time the return is due.
- Entity structuring & election review
- Federal & state tax return preparation
- Credits, deductions & cost segregation
- Quarterly estimated tax planning
Internal Controls & Systems Advisory
Building the control frameworks and financial systems modern stakeholders demand. We evaluate your controls, software, and vendors, and bring in the right technical resources when execution calls for it.
Whether you're preparing for your first SOC audit, tightening controls, or trying to figure out which accounting or ERP system actually fits your business, we act as the translator between your finance function and your technical resources: assessing what's in place, flagging gaps, and vetting the vendors and specialists who do the implementation.
- Internal control design & documentation
- SOC 1 / SOC 2 readiness assessments
- Accounting & ERP system evaluation and vendor selection
- Risk assessment & process mapping
- Remediation planning & control testing
M&A Advisory
From buy-side due diligence to sell-side preparation, we guide business owners through acquisitions, valuations, QoE analysis, tax planning, and successful exits.
Whether you're buying your first company or preparing your own for sale, we bring the same rigor institutional buyers expect, so nothing gets left on the table at the negotiating table.
- Quality of earnings (QoE) analysis
- Tax strategy & planning
- Business valuation & deal structuring
- Buy-side & sell-side due diligence
- Exit & succession planning
Our Approach
Financial Partners, Not Just Controllers
Institutional Lens
We understand the Arizona business landscape: its regulatory environment, its industries, and its unique opportunities for growth.
Owner-Operator Mindset
We work directly with founders and owners, not buried under layers of staff. You get experienced advisors, every time.
Integrated Advisory Model
Accounting, tax, and strategic CFO work under one roof means no blind spots between your teams, just a coherent financial picture.
Built for Transactions
Our M&A experience means we prepare your books and strategy for the moment of exit, not just for tax season.
"The difference between an advisor and a partner is the willingness to build alongside the owner, not just advise from the sidelines."
Canny Advisory
Leadership
The Principal Advisor
Ethan Canny
Founder & Principal AdvisorA Phoenix native and CPA candidate, Ethan brings experience in healthcare private equity and public accounting, where he has worked closely with business owners of all sizes to structure transactions and provide comprehensive financial guidance, serving over 200 clients and $100M in M&A transaction value support. For engagements requiring a licensed CPA's signature, such as audits or attest work, Ethan partners directly with licensed CPAs to ensure every deliverable meets the profession's full regulatory standard.
A longtime student of philosophy, economics, and competitive strategy, drawing early inspiration from thinkers like Warren Buffett and Adam Smith, Ethan approaches financial advisory work with a focus on durability, aligned incentives, and long-term stewardship.
While deeply rooted in Arizona's business ecosystem, Ethan supports operators all across the US.
Private Equity Perspective
We bring institutional-grade analysis to every engagement, the same lens applied inside private equity.
Community Roots
Based in Phoenix with deep relationships across Arizona's operator and advisor community. We're not passing through; this is where we live, work, and build.
Professional Standards
As a CPA candidate, every engagement is held to the profession's highest ethical and technical standards: regulated, accountable, and bound by a fiduciary duty to you.
Genuine Curiosity
We love learning about businesses, industries, and the people who built them. That curiosity makes us better advisors.
Ready to Have a Conversation?
Navigating a Major Financial Decision?
Whether you're preparing for an acquisition, navigating a complex tax issue, or need a stronger financial partner for your business, let's talk.