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Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.

KFC

Were KFC. The iconic, brand making world-famous finger lickin good fried chicken since 1952. Our unrivaled people and culture are the true heart and soul of our brand. Its where our people promise comes to life every day. Where our employees can be their best selves, make a difference, and have fun — serving chicken and delighting customers at more than 28,000 restaurants in 150 countries and territories around the world. Theres room for all people and voices at our table. Pull up a chair. At the center of our restaurant system is the KFC Global division, which serves as our global Restaurant Support Center (RSC) headquartered in Dallas, TX. Here, we support our regional in-market teams, franchise business partners, and nearly one million team members who serve up our delicious fried chicken around the world. Were redefining what the future of work looks like. Our 15 business units partner to develop strategies, tools, and best practices for success. KFC Global offers a hybrid work environment — trusting our people to work their best way, whether in the office or at home. No matter your role or function, everyone works with teams from across the globe to drive our shared vision — sharing the joy of our best-tasting fried chicken with the world. No matter how or when you connect with us, KFC will be making the best chicken, hands down, for generations to come. In addition to our growing global footprint, as a subsidiary of Yum! Brands (NYSE: YUM), we also get to collaborate on exciting projects with our sister brands, Taco Bell, Pizza Hut, and The Habit Burger Grill. All you have to do is bring it. Bring your individuality to the table. Bring your passion and grit. Were all about our people. The Originals. Their ideas, stories, and unique contributions make us who we are. And we want you to be part of it.

Unison Risk Advisors

Unison Risk Advisors is one of the top privately-held insurance brokerages in the nation. Through its regional operating companies, Unison Risk Advisors provides risk management services, commercial property and casualty insurance, employee benefits and health insurance, personal and life insurance, and retirement plan services to corporate and individual clients in a diverse set of industries. Unison Risk Advisors is committed to an independent brokerage service model guided by the belief that clients are best served by professionally managed and well-resourced firms that can act independently upon the best interests of the client.

A La C.A.R.T.E. CFO Advisory, Accounting & HR Solutions

Most businesses tackle accounting issues by hiring internally. Thats a mistake. Résumés are misleading. No candidate will fit long term. (Unicorns dont exist.) Recruiting is costly, slow, and unreliable. The results? * Inevitable turnover * Personality vs. company culture misaligned * Lack of proper training, management, and accountability Theres a better way to tackle this issue—with a dedicated financial SWAT team. Hi, Im Shirley Wiliani. Im the founder of A La C.A.R.T.E. Solutions. We serve businesses whose existing accounting infrastructure is hindering growth and profitability. WHO ARE OUR CLIENTS? Our clients are founders, business owners, and CEOs of privately held companies. They have annual revenues of $5M–$50M. WHAT PROBLEMS DO WE SOLVE? We help clients who: * Cant make decisions confidently due to inaccurate or untimely information * Lack high-level financial expertise * Have inefficient, paper-based processes * Use ancient, on-premises vs. cloud-based technology * Struggle with turnover WHAT DO YOU NEED? We provide: * Accounting and reporting (bookkeeping, financial statements, audit prep, bill pay) * CFO advisory (cash flow, budgeting, forecasting, process improvement, KPIs, due diligence) * Technology conversions (system implementations, data migrations) * Specialty services (SOPs, infrastructure evaluations) WHAT DO YOU GET? * Increased profits and cash flow * Increased credibility with banks, investors, and stakeholders * High-level financial expertise * Ability to make confident, timely business decisions * Reduced CPA fees * Ability to forecast and plan WHY US? We dont bill hourly. We bill flat monthly fees. You dont pay for time. You pay for results. READY TO TAKE THE NEXT STEP? Schedule a 45-minute discovery call: https://www.alacarte-solutions.com/discovery-call/ Together, we will: * Review challenges * Discuss goals * Assess resources * Consider timing/budget Do you have a financial SWAT team?