Occams Advisory

www.occamsadvisory.com

Financial Times ranking: The Americas’ fastest-growing companies - 3 Years || Inc 5000 ranking - 6 Consecutive Years as fastest growing American company || CFO Tech Outlook - 2019 Running a business is challenging. Finding support for your business doesn’t have to be. Occams Advisory is the premier, full-service advisory firm for small business clients focused towards tax planning and advisory. We serve not only as a trusted advisor, but also as a key growth partner as we support our clients through the entire business lifecycle. We combine Fortune 500 expertise, our own entrepreneurial experience and a global, diverse perspective to deliver world class advisory services to small businesses. We help entrepreneurs make sense of all aspects of their business by providing clarity out of complexity through proven, customized and integrated solutions that drive long-term, sustainable growth. ABOUT THE NAME: Founded in 2012, Occams Advisory was founded to fulfill an unmet need – the need for small businesses to have access to an affordable, one-stop shop for strategic advisory and functional services. Through the founder’s own entrepreneurial experiences, as well as from client feedback, Occams Advisory was created from day one to serve the small business market by addressing the most pressing needs of entrepreneurs. Our firm’s name is inspired by the principle of Occams Razor, propounded by William of Occam (1288-1348 AD), an English Franciscan friar and scholastic philosopher. Occams Razor is a line of reasoning that says the simplest answer is often correct. Occams Advisory uses this spirit of problem-solving to provide simple solutions to complex problems, focusing on tangible results, measurable impact and continuous improvement.

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Financial Times ranking: The Americas’ fastest-growing companies - 3 Years || Inc 5000 ranking - 6 Consecutive Years as fastest growing American company || CFO Tech Outlook - 2019 Running a business is challenging. Finding support for your business doesn’t have to be. Occams Advisory is the premier, full-service advisory firm for small business clients focused towards tax planning and advisory. We serve not only as a trusted advisor, but also as a key growth partner as we support our clients through the entire business lifecycle. We combine Fortune 500 expertise, our own entrepreneurial experience and a global, diverse perspective to deliver world class advisory services to small businesses. We help entrepreneurs make sense of all aspects of their business by providing clarity out of complexity through proven, customized and integrated solutions that drive long-term, sustainable growth. ABOUT THE NAME: Founded in 2012, Occams Advisory was founded to fulfill an unmet need – the need for small businesses to have access to an affordable, one-stop shop for strategic advisory and functional services. Through the founder’s own entrepreneurial experiences, as well as from client feedback, Occams Advisory was created from day one to serve the small business market by addressing the most pressing needs of entrepreneurs. Our firm’s name is inspired by the principle of Occams Razor, propounded by William of Occam (1288-1348 AD), an English Franciscan friar and scholastic philosopher. Occams Razor is a line of reasoning that says the simplest answer is often correct. Occams Advisory uses this spirit of problem-solving to provide simple solutions to complex problems, focusing on tangible results, measurable impact and continuous improvement.

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Country

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State

Florida

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City (Headquarters)

Sarasota

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Industry

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Founded

2012

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Senior Vice President , Business Strategy and Operations

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  • Vice President

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  • Vice President Human Capital Managment

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  • Chief Executive Officer - Personal Finance

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