A Proven Growth Framework
Work with a team that brings a complementary skillset to your practice
Our experts are investors with experience in sales, marketing, transforming businesses and conducting transactions. We've helped grow several accounting practices and are confident in our ability to help you with yours.
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William Grigat, CFA
William holds experience in sales and marketing, having personally managed over $12mm in annual ad spend while at a performance marketing platform. He has started a variety of companies specializing in using a combination of online marketing and artificial intelligence. William has personally helped accounting firms growth their sales by more than 20% annually.
Thierry Matin
Thierry holds investment experience through working in private equity and financial markets, where he participated in over $1Bn of investment decisions. Thierry has worked on operational improvement initiatives for several businesses, and has sat on the board of manufacturing and distribution companies. His expertise is centered around M&A and financial advisory services.
Anthony Courey, CPA
Anthony holds 7+ years in public accountancy. He holds experience in audit, bookkeeping, and tax services during his time at BDO. He also holds experience as a corporate financial controller, where he prepared financial statements, participated in financial strategic planning, prepared monthly presentations on KPIs, and managed a team of accountants.
Supported By
3
CPA Operating Partners
10+
Accounting Staff Members
20+
Years of Accounting Experience