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Andersen is the founding member of Andersen Global, an international association of legally separate, independent member firms with more than 4,500 professionals worldwide, over 600 global Partners, and a presence in over 148 locations through its member firms and collaborating firms. In the U.S., Andersen has more than 1,000 personnel located in 19 cities across the country. Andersen encompasses top advisors with previous experience in the international accounting firms, law firms, IRS, and state taxing authorities. Many of our advisors hold multiple professional credentials and have depth in a wide range of capabilities allowing us to provide clients with comprehensive, integrated solutions.


We specialize in full service individual and business entity tax compliance and consulting. Our clients are at the center of our operating model which is structured to allow us to be entrepreneurial and proactive in our approach, and enables our Managing Directors to “roll up their sleeves” and work directly with you. As an Andersen client, the professionals you get to know in your first meeting are the same professionals who will be working with you throughout the process.


Petra N. Loer

Armanino LLP

Armanino LLP is the largest independent accounting and business consulting firm based in California. We are a nationwide leader in serving privately-held companies, as well as, nonprofit organizations and public entities.

We provide four main areas of service – assurance/audit, tax, consulting and business management. Our technology focus and global services are key aspects of our service lines. We work with clients in a large range of industries including technology, manufacturing and distribution, consumer-retail, nonprofit, private schools, real estate, professional services, life sciences, insurance and healthcare. Our offices are located in California, the West and Mid-West regions of the US, and we have consultants on the ground at key locations across the nation. We provide global services in more than 100 countries through our membership in Moore Stephens International Limited – one of the world's major accounting and consulting organizations.

Burr, Pilger & Mayer

BPM, the largest California based accounting and consulting firm, offers tax, business consulting, wealth management and audit services across a wide spectrum of industries from offices in San Francisco, Palo Alto, San Jose, Walnut Creek, Novato and Santa Rosa, California.

The 400-person firm is locally owned, with a strong foundation of environmental, social and philanthropic stewardship.

Chase Commercial Bank

Chase Commercial Banking serves more than 23,000 corporate, state, municipal, financial institution and non-profit clients in the U.S with annual revenue generally ranging from $20 million to $2 billion and nearly 36,000 real estate investors and owners. The firm offers a comprehensive set of financial products and services, including credit, equipment finance, real estate finance, treasury services and provides clients with access to the investment services of J.P. Morgan.

Chase offers you the local delivery of global capabilities and specialized industry expertise. Our experienced bankers and dedicated service professionals take the time to understand your needs, are empowered to make decisions locally and deliver a comprehensive set of financial solutions.


Rethink the way you manage risk. Creative. Data-driven. Strategic. Discover how Hays transforms insurance and risk management through modern technology and industry expertise

Company Facts
 Founded in 1994
 Full Service Insurance Broker and Risk Management Partner
 Became part of the Brown & Brown Team in 2018
 240+ locations
 9,000+ team members
 $2.014 billion annual revenue
 Local presence with national resources
 Ranked in Top 10 Insurance Brokers
 Organic Growth – we grow one client at a time

David Liebes
(650) 393-2008
CA License #0M77715
Hays Insurance Services


RSM International

RSM is a leading provider of audit, tax and consulting services focused on the middle market. We guide our clients through business challenges by understanding their needs and bringing together the right team to address them. With 9,000 professionals and associates in 90 cities nationwide and access to more than 41,000 people in 120 countries through our membership in RSM International, we can meet your needs wherever in the world you do business.


Will Vogelsang, Partner

Stuart McFaul Associates

Stuart McFaul Associates is an outsourced marketing consultancy providing interim CMO and executive coaching services. It is distinguished by “bringing the marketing department with them” by providing access to a network of over 1000 vetted marketing specialists. The firm is lead by Stuart McFaul, an award-winning Silicon Valley marketing veteran who has worked with over 250 companies worldwide, from Fortune 100 companies such as Apple and Hitachi, privately-held companies and startups, non-profits and foreign governments.


Stuart McFaul, President
415-869-8579 x 701


Ranked in the top three corporate service providers globally, Vistra is a versatile group of professionals, providing a uniquely broad range of services and solutions. Our capabilities span across company formations to trust, fiduciary, private client services, and fund administration. Vistra employs over 4,300 employees across 46 jurisdictions.

Vistra’s International Expansion team helps clients mitigate the risks of international expansion and protect their businesses. Our services include establishing offices, obtaining the necessary licensing to operate in foreign markets, and managing ongoing operations related to accounting, tax, compliance, company secretarial, global mobility, human resources, and payroll. Additionally, Vistra’s software platform allows clients to manage their global operations from one location. For more information, visit


Contact: Matthew Campbell;
(510) 499-0381