Experience That Matters.
Focus That Delivers.
We've built financial models for billion-dollar deals. Now we're bringing that expertise to entrepreneurs like you.
"We spent years building financial models for Fortune 500 companies. Then we realized: why should small business owners be left behind?"
OUR BACKGROUND
Forged in the Most
Demanding Environments
We learned financial modeling where precision matters most—structuring transactions, evaluating complex businesses, and navigating tax structures.
Investment Banking
- Built financial models for corporate mergers, IPOs, and financings
- Advised business owners on marketing and selling their businesses
→ Deep understanding of what makes a business valuable
Private
Equity
- Acquired and grew businesses across various industries
- Modeled and implemented profit-maximizing strategies
→ Track record of driving growth and improving margins
Tax & Deal Structuring
- Executed deals of various entity structures and tax jurisdictions
- Transfered corporate profits into after-tax income for owners
→ Expertise in translating business income to personal income
WHY THIS MATTERS
We've Seen Every Kind of Business
From Every Angle
Comprehensive Knowledge
From Fortune 500 to single-employee companies, we've financially modeled businesses of every size and complexity across retail, services, SaaS, manufacturing, and more.
Experience at the Highest Standards
We've guided billions of dollars in transactions across investment banking, private equity, and corporate M&A at top-tier firms where there's no room for error.
Mastery of the Details
Deep expertise in tax law, entity structures, and financial optimization from years of complex deal structuring. We know where the opportunities hide.
Our Mission
Make Wall Street-caliber financial modeling accessible to every entrepreneur.
You shouldn't need to pay $5,000+ for a consultant or spend weeks building spreadsheets just to understand if your business idea works.
We built Occam's Model to give you the same tools and insights that billion-dollar deals use—but designed for the entrepreneur who's building their business.
OUR VALUES
What Drives Us
Precision
Financial models must be accurate. We don't cut corners on the math.
Accessibility
Powerful tools shouldn't require a finance degree to use.
Clarity
Complex analysis, simple presentation. You should understand your numbers.
You-First
Built for founders, by people who understand what you're building.