About Us

Trusted Advisors

We are a specialty advisory firm focused on sales, marketing, and market research.

First Step Advisors is supported by an international network of leaders in education that represent schools, publishing and technology firms, market research organizations, financial analysts, investment banks, and private equity funds.

Our experts have been cited within 30+ media outlets, including The New York Times, Wall Street Journal, Education Week, eSchool News, and many others.

Jim McVety is Managing Partner at First Step and has successfully completed hundreds of advisory engagements throughout his career.
  • Experienced marketing and sales executive and respected research analyst.
  • Recognized authority in education publishing and technology sectors with deep experience serving for- and non-profit organizations.
  • Thrives in situations requiring the ability to drive growth, build strategic relationships, establish organizational brands, and improve overall organizational performance.
FSA_Strategy
We seeks clients and partners who value analytical thinking, relationship building, sales acumen, marketing savvy, and steady leadership.