About us
Partners and platforms
The advisors we refer clients to and the technology we implement and support.
Overview
No single firm should handle every part of a transaction or an ownership transition. We maintain working relationships with attorneys, lenders, brokers, insurance advisors, and wealth managers who serve the same kinds of businesses we do, and we make introductions where they help our clients.
We also implement and support a defined set of accounting and operational platforms. We do not receive compensation for referrals or platform recommendations.
How we work with partners
We refer based on fit, not fee arrangements
We stay involved through the engagement rather than handing off
We coordinate directly with your existing advisors when you have them
We accept referrals from advisors whose clients need accounting, tax, or transaction support
Referral network
The advisors we most often introduce clients to. Bios to be added.
Transaction counsel
Eric Pacifici, SMB Law Group
[Bio to be added.]
Wealth management
John Thompson, Congruent Wealth
[Bio to be added.]
Loan brokerage
Matthias Smith, Pioneer Capital Advisory
[Bio to be added.]
SBA lending
Ray Drew, Lendesca
[Bio to be added.]
Investment banking
Greg Tobben
[Firm and bio to be added.]
Investment banking
Dan Edelman
[Firm and bio to be added.]
Platforms we support
The systems we implement, configure, and work in with clients.
Accounting and ERP
QuickBooks Online
NetSuite
Sage Intacct
Zoho Books
Payroll and HR
Gusto
Rippling
ADP
Paychex
Payments and spend
Ramp
Bill.com
Melio
Stripe
Industry systems
Foundation and Buildertrend
Unanet and Deltek Costpoint
Fishbowl and Cin7
Shopify, Square, and Lightspeed
Reporting and analysis
Excel and Power BI
Fathom
Jirav
Practice and workflow
Karbon
Ignition
HubSpot
Microsoft 365
Schedule a consultation
Speak with a member of our team about your business. We will review your current situation and outline how we can help.
