Practitioner-led advisors for entrepreneurs

Our team of accounting, tax, and financial professionals supports entrepreneurs through acquisitions, operations, and exits.

We combine technical expertise with real-world experience to help owners make better decisions when it matters most.

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What Sets the Team Apart

Experience that goes beyond credentials.

Many firms talk about deals. We have lived them.

Our team brings together:

CPAs and financial professionals with Big 4 backgrounds

Advisors who have supported 150+ M&A engagements

Operators who have personally acquired businesses

Specialists across tax, controller services, and financial advisory

This depth allows us to move quickly without sacrificing quality.

Leadership

Partners and senior leadership

Mark Edler, CPA

Partner

Mark Edler, CPA

Mark works closely with buyers and business owners navigating acquisitions, operations, and exits.

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His work focuses on Quality of Earnings, deal advisory, and helping entrepreneurs understand what actually drives value in a transaction.

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Book a Call with Mark

Maher Abduselam

Partner

Maher Abduselam

Maher advises business owners on tax planning, deal structuring, and long-term financial strategy.

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His approach ties tax decisions directly to cash flow, risk, and real-world outcomes.

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Book a Call with Maher

Principals

Senior advisors with deep execution experience

Our principals bring deep technical expertise and hands-on experience across tax, accounting, and financial advisory work.

They are directly involved in client engagements and execution.

Allen Raevsky

Principal

Allen Raevsky

Debra Moses

Principal

Debra Moses

Jay Pollack

Principal

Jay Pollack

Jerry Gross

Principal

Jerry Gross

Advisory and Tax Team

This team supports complex planning, compliance, and advisory work with a focus on accuracy, responsiveness, and follow-through.

Scott O’Mara

Tax

Scott O’Mara

Hanja Cherniak

Tax

Hanja Cherniak

Najwa Osman

Tax

Najwa Osman

Jon Bock

Tax and Financial Planning

Jon Bock

Zachary Messerschmidt

Tax

Zachary Messerschmidt

Marjorie Smith-Hinds

Tax

Marjorie Smith-Hinds

Sami Rafi

Financial Advisory

Sami Rafi

Operations and Support

Our operations and bookkeeping team ensures strong execution, clean data, and consistent support across every engagement.

Diego Torres

Operations

Diego Torres

Megan Bini

Office Manager

Megan Bini

Macy Crossin

People

Macy Crossin

Luis Bran

Director of Operations

Luis Bran

Juan Tovar

Bookkeeping

Juan Tovar

Edgar Herrera

Bookkeeping

Edgar Herrera
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How We Work With Clients

Built to support serious entrepreneurs

We work best with clients who see finance as a strategic function, not just a compliance task.

Clients partner directly with senior advisors and benefit from a structured team behind the scenes.

This allows us to maintain quality, speed, and continuity across every stage of the business lifecycle.

Work with a team built for real decisions

If you are buying a business, running one, or planning an exit, the right team changes outcomes.

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