The Talbott Advisory Group began in 2019 as Talbott & Co., a virtual Client Advisory Accounting Services firm founded by Daniel Talbott. The firm's mission was to provide high-quality, client-focused accounting and advisory services to small businesses, with a particular focus on helping clients navigate complex financial challenges.

In 2022, Talbott & Co. expanded its offerings by introducing fractional CFO services, allowing the firm to provide strategic financial leadership to its clients. This addition enabled the firm to assist businesses in scaling effectively, improving profitability, and making data-driven financial decisions. By 2023, Talbott & Co. had established itself as a trusted partner for small businesses and recognized a growing demand for expertise in Mergers and Acquisitions. The firm added M&A Advisory services to support business owners in preparing for and navigating the process of buying or selling their businesses. To align with this strategic pivot, Talbott & Co. partnered with eXp Commercial and rebranded as the Talbott Advisory Group.

The rebrand marked the firm’s evolution into a national player in business sales, specializing in brokering deals for Main Street and lower middle-market businesses across the United States. The Talbott Advisory Group continues to provide expert guidance to business owners, offering a white-glove, investment banking-level experience for those seeking to exit or grow their businesses through acquisition.