A national directory of established founders · Owned and published by AE Tax Advisors
19 business builders

Professional services.

Discover founders building consulting firms, staffing businesses, financial-service companies, and specialized advisory platforms. This collection focuses on the businesses and the people publicly associated with their growth.

AE owner planning perspective

Questions for the next stage.

For owners in this industry, a useful planning conversation connects the operating model with the owner's tax and cash picture. The items below are general discussion topics, not conclusions about the featured businesses.

  • Client profitability and cash collections
  • Owner work, payroll, and partner arrangements
  • Consistent books and an implementation calendar

Read the relevant owner planning guide, then bring your own financial statements and goals to an adviser.