The Founder

Built to a standard.

Epic Advisory Group is not a startup. It is the continuation of a discipline learned over a lifetime in the markets, and a debt paid forward.

The Why

Some firms are founded on an idea. This one was founded on a debt.

Steffan Dalsgaard grew up inside the work that became Epic Advisory Group.

His father, Jens Dalsgaard, spent his career as Vice President of Investments at A.G. Edwards, one of the most respected names in American brokerage. Steffan spent ten years in the stock market alongside him. He learned the business the way it is meant to be learned: across a desk, in real positions, with real consequences, from a man who treated a client's money as a trust rather than a transaction.

That decade was an apprenticeship in judgment. How to read a balance sheet and the people behind it. How a private company actually becomes a public one. What separates a business that is built to last from one that is merely sold. Steffan did not study these things. He lived inside them.

Jens died trying to take his company public. The work was unfinished. The standard was not.

Jens Dalsgaard, A.G. Edwards

So Steffan finished it.

He took a company public himself, carrying it through the same gauntlet his father did not get to complete. Then he did it again. Lavish Enterprises trades today as OTC: VXIT. Taking a company from private to publicly traded is one of the hardest things a founder can do. Most who attempt it never reach the other side. Steffan has done it more than once, which is the entire reason Epic Advisory Group can credibly stand at the end of the path it lays out for others.

Epic Advisory Group is the structure built around that experience. It exists to do for other founders what took Steffan a lifetime to learn: find a business, build it, give it a brand and a website, form the entity behind it, and then walk it, stage by stage, toward whatever it is capable of becoming, up to and including the public markets. It is the staircase the Dalsgaards climbed, rebuilt so others can climb it deliberately.

Why It Holds

A record, not a pitch.

The firm is run by people who have done the work it advises on. The proof is in what has already been built, structured, and taken public.

Ten years in the market

A decade of investing experience earned alongside a Vice President of Investments at A.G. Edwards. The firm's judgment is inherited, then tested.

Companies taken public

This team has carried companies from private ownership to publicly traded, including Lavish Enterprises, listed today as OTC: VXIT. The hardest stage of the journey is one we have already walked.

An empire being built

Epic Advisory Group anchors a connected structure that builds a company, strengthens it, holds it to public-company standards, and advises it through M&A, structuring, and a public listing. We build with our own hands first.

The Path We Built

From an idea to a ticker symbol.

Epic Advisory Group is the entry point. Each stage hands a company to the next, held to a rising standard the whole way up.

01

Epic Advisory Group

We find a business, pitch it, build its site, form its entity, and run it through Epic Ascent, a structured launch program from Base Camp to the Summit.

02

Business Fortress

An Ascent graduate is handed to Business Fortress, in development, which builds a company's Pristine Company Score toward 90 and above.

03

Market Fortress

A score of 90 and above graduates a company to Market Fortress, public-company compliance software built for the standards a listing demands.

04

The Advisory Summit

Market Fortress readiness leads to the Epic Advisory Group Advisory Summit: M&A, company structuring, and going public.

This is legacy work, built to the standard Jens Dalsgaard held. For Jens.

The discipline he carried at A.G. Edwards is the discipline Epic Advisory Group brings to every company it touches. The work continues.

Build it to last.

Every engagement begins with a conversation. Tell us about your company, your idea, or the opportunity in front of you.

Begin a Conversation