About the Firm

Your trusted partner for financial clarity and strategic growth.

Sharpening the Edge of Ambitious SMBs

LeverEdge Advisory was built on a simple belief: with the right insight and strategy, any business can unlock its full potential.

We partner with founders and operators to bridge the gap between numbers and decisions. From cash flow management to 10-year strategic roadmaps, our mission is to empower small and midsize businesses with the tools, frameworks, and clarity they need to scale confidently.

Unlike traditional advisors, we don’t just hand over reports. We embed ourselves in your growth journey, serving as a Fractional CFO, FP&A partner, and strategic advisor who helps you navigate complexity and achieve measurable outcomes.

About the Founder

Meet Deric Wagner

Founder & Principal Advisor

Operator. Strategist. Growth Partner.

Deric has spent his career helping entrepreneurs transform financial chaos into clarity and growth. As Director of Analytics & Expansion at Cardone Ventures, he directly advised 130+ SMBs across HVAC, roofing, plumbing, landscaping, and other verticals — guiding them through expansion planning, financial modeling, and operational scaling.

Scaling client revenues from $870M to $1.2B in collective growth.
Leading 14 businesses to 50%+ revenue growth in under 180 days.
Delivering 19 cash flow turnarounds in less than 120 days.
Building and leading an 11-person analytics & strategy team supporting both internal and client success.

Deric has spent his career helping entrepreneurs transform financial chaos into clarity and growth. As Director of Analytics & Expansion at Cardone Ventures, he directly advised 130+ SMBs across HVAC, roofing, plumbing, landscaping, and other verticals — guiding them through expansion planning, financial modeling, and operational scaling.