Joseph Lilly Company

C-suite solutions

Your on-demand executive team

We relieve the pressure of running daily operations, and empower leaders to focus on what they do best.

Contact us

we provide

Financial, organizational, and operational c-suite solutions for your privately held & family businesses.

Our specialty is navigating pivotal transitions, from windups to succession. Whether you are looking to grow quickly, to transfer leadership, or to sell, we can provide the strength of an experienced executive team.

About

About US

 

With roots planted deeply in the Pacific Northwest, The Joseph Lilly Company is supporting the growth of industry in our region and bringing a creative Portland spirit to businesses all over the country.

 

First and foremost, we are affable, knowledgeable and dedicated professionals who thrive on building trust-based relationships and embarking on adventures, in business and in life.

01. Honest

We value integrity above everything. It is the foundation to any strong business. We fearlessly uncover the truth behind your challenges and confidently and collaboratively solve them with transparency backed by decades of experience.

02. Professional

When you hire us, we become part of your daily operations, and therefore commit ourselves to representing your company with the utmost professionalism. We show up prepared and enthusiastic, ready to work hard to improve your business results.

03. Confidential

We understand that behind-the-scenes efforts must be held in confidence in order for plans to work. Our ethical standards make us who we are. Relationships succeed when trust is established from the beginning.

FOUNDER & PRINCIPAL

Joseph Lilly

With over two decades’ experience, Joseph Lilly understands the complexity of working with privately held and family owned businesses. His focus is on developing collaborative relationships with multi-generational shareholders, facilitating smooth leadership transitions, and balancing a workforce of both family and non-family members.

Joseph navigates the major points of transitions, such as business growth, succession plans, and windups. His strategy unravels difficult challenges, taking them head on with integrity, direct communication, and comprehensive planning.

Prior to founding The Joseph Lilly Company, his professional experience included positions as Chief Financial Officer of Oregon Transfer Co.; Controller and Family Office Manager at MMGL Corp., a family held holding company; and Regional Accountant at Schnitzer West, a property management and development company. He obtained his CPA license while working at Moss Adams, a regional public accounting firm, and has an MBA from Cornell University.

In his free time, Joseph enjoys travel, hiking and dabbling in geology.

Joseph Lilly Founder & Principal of Joseph Lilly & Associates
Joseph Lilly Founder & Principal of Joseph Lilly & Associates

FOUNDER & PRINCIPAL

Joseph Lilly

With over two decades’ experience, Joseph Lilly understands the complexity of working with privately held and family owned businesses. His focus is on developing collaborative relationships with multigenerational shareholders, facilitating smooth leadership transitions, and balancing a workforce of both family and non-family members.

Joseph navigates the major points of transitions, such as business growth, succession plans, and windups. His strategy unravels difficult challenges, taking them head on with integrity, direct communication, and comprehensive planning.

Prior to founding The Joseph Lilly Company, his professional experience included positions as Chief Financial Officer of Oregon Transfer Co.; Controller and Family Office Manager at MMGL Corp., a family held holding company; and Regional Accountant at Schnitzer West, a property management and development company. He obtained his CPA license while working at Moss Adams, a regional public accounting firm, and has an MBA from Cornell University.

In his free time, Joseph enjoys travel, hiking and dabbling in geology.

Kat Orozco Joseph Lilly & Associates Financial Advisor

ASSOCIATE

Kat Orozco

Kat Orozco is an Accounting and Finance professional with over 20 years’ experience in family-owned businesses. She has comprehensive knowledge and skills in all facets of company operations and finance, making her an asset to any team.

Welcoming and warm, Kat seamlessly integrates with all levels of staff and ownership, offering support where needed. Whether providing financial information, forecasting returns, or running labor analyses, she always delivers timely, detailed, and accurate information with professional integrity.

As the controller of Oregon Transfer Co. Kat sharpened her skills in forecasting, financial analysis, financial reporting, and compliance. Other responsibilities included insurance renewals, liquor tax reporting and licensing, internal controls and procedure, fixed asset and cash management, and technical support. Her comprehensive experience lets her evaluate each unique assignment from broad and detailed viewpoints.

Kat earned a Bachelor of Science in Accounting from Linfield College. She is technically savvy and enjoys taking on challenges. She has been a key part of several successful software implementations—integrating data and managing staff training.

In her free time, Kat enjoys hiking, running, and spending time with her daughter. She finds nothing more wonderful than the Pacific Northwest.

Features

What We Do Best

C-suite Executive Leadership

Experienced executives who provide strategic planning that guides the future of your organization.

Accounting, Payroll, Analytics

Internal financial statements, budgets, and even payroll—all tell a story. We manage your data, resulting in confident business decisions.

Operations

The heart and blood of any company. By examining work flow we are able to increase communication, break down silos, and improve team performance.

Compliance Support

We reduce the burden of complex compliance issues, from debt covenants to liquor tax reporting, and everything in between.

Human Resources, Benefits

Your success is dependent on employees. We facilitate reviews, benefit negotiations, and help evaluate your organizational chart.

Corporate Governance

We help manage your board and shareholders while ensuring observance of bylaws.

who we work for

current & past clients

oregon transfer

Oregon Transfer

A 150-year-old family owned transportation and warehousing company.

Market Actives

Market actives, llc

Branded Ingredient wholesaler focused on consumer chemical product safety and reputation management.

fulcrum logistics

Privately held startup specializing in third party logistics.

Dragoon Business Center

A family owned real estate investment company in Tucson, AZ.

Latte Da Coffee House + Wine Bar ›

Serving upscale coffee, sweet treats, food and wine just outside of Vancouver, WA.

Daigle Law ›

Providing real guidance, complete transparency and honest feedback—what a client needs for a successful outcome.

Get In Touch

1 + 10 =

p.o. bOX 29143
Portland, Oregon 97296
503 784 4527
[email protected]

The Joseph Lilly Company

P.O. Box 29143
Portland, Oregon 97296
503 784 4527
joseph@jlillycompanycom

c-suite solutions

Your on-demand executive team

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