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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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

Tax

Our tax team handles complex planning, compliance, and advisory work with a focus on accuracy, responsiveness, and follow-through.

Hanja Cherniak

Tax

Hanja Cherniak

Najwa Osman

Tax

Najwa Osman

Marjorie Smith-Hinds

Tax

Marjorie Smith-Hinds

Raies Alam

Tax Associate

Raies Alam

Jay Pollack

Principal

Jay Pollack

Debra Moses

Principal

Debra Moses

Jerry Gross

Principal

Jerry Gross

Accounting

Bookkeeping and controller support

Our accounting team keeps the books clean and the reporting current, so owners can make decisions on numbers they trust.

Sami Rafi

Manager

Sami Rafi

Juan Tovar

Senior Associate

Juan Tovar

Edgar Herrera

Senior Associate

Edgar Herrera

Diego Torres

Associate

Diego Torres

Operations

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

Megan Bini

Office Manager

Megan Bini

Luis Bran

Director of Operations

Luis Bran

Jon Bock

Sales

Jon Bock

Sam Dhand

Marketing

Sam Dhand

Eugenia Chavez Vlassich

Operations Associate

Eugenia Chavez Vlassich
Diverse group of professionals seated around a large conference table watching a woman present at a whiteboard.

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.

Three businessmen in suits engaged in a discussion around a table with a laptop and documents.

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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