Occams Advisory

Occams Advisory, founded in 2012 by Anupam Satyasheel, is a professional advisory firm headquartered in Sarasota, FL. It offers a comprehensive range of services tailored to meet the needs of small and medium-sized businesses (SMBs) and mid-market companies. The firm excels in business and professional advisory services, covering Tax Advisory, Business Services & Growth Incubation (BSGI), Capital Markets & Investment Banking (CMIB), and Financial Technology & Payment Solutions (FTPS). What sets Occams apart is its commitment to providing Fortune 500-level expertise to its clients. The firm leverages its teams diverse global perspectives and extensive entrepreneurial experience to deliver world-class advisory services that drive long-term and sustainable growth. Occams approach is grounded in the principles of simplicity and tangible results, inspired by the philosophical principle of Occams Razor, which advocates that the simplest solution is often the correct one. Occams unique value proposition lies in its integrated service model that addresses the various needs of businesses throughout their lifecycle. The firm offers strategic planning, operational efficiency enhancements, risk assurance, technology advisory, and business transformation services. It also provides specialized tax advisory services, helping businesses navigate corporate taxes, international tax issues, and transfer pricing. Furthermore, Occams has a strong investment banking arm that assists with mergers and acquisitions, capital raising, financial restructuring, and exit readiness strategies. The firms success is attributed to its unwavering commitment to excellence, client-centric approach, and innovative solutions. Occams has been recognized multiple times on the Inc. 5000 list of fastest-growing companies and was named among Americas Most Innovative Companies by Fortune in 2023. This recognition underscores the firms ability to adapt and thrive in a dynamic business environment, consistently delivering exceptional results for its clients. Occams is also dedicated to corporate social responsibility. The firm contributes 1-2% of its top-line revenue to charitable causes globally, funding educational opportunities and providing essential items to over 45,000 children and adults across North America, Africa, and South Asia. Occams philanthropic initiatives are a testament to its commitment to making a positive impact on society. In summary, Occams Advisory stands out for its holistic and innovative approach to business advisory, its proven track record of success, and its deep commitment to social responsibility. These attributes have positioned Occams as a trusted advisor and partner for businesses aiming to achieve their full potential.