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At Flow, AI isnt just a feature—its the core of everything we do. We are transforming the wholesale insurance industry by building a futuristic insurance brokerage where AI powers every aspect of the experience. With advanced AI features already live in production and actively used by our brokers, we are pioneering Wholesale 3.0, equipping brokers with cutting-edge tools to provide unparalleled service. We are creating an ecosystem of AI agents designed to streamline processes and enhance decision-making in the insurance landscape. The industry relies heavily on text—emails, files, and documents—making Generative AI a perfect fit for solving its challenges. Flow leverages AI to deliver meaningful insights, deep analysis, and white-glove support for every transaction, no matter the deal size. By combining human expertise with Platformless AI, we are bringing back the art of wholesale insurance while eliminating the need for outdated portals. In the past seven months, weve grown 250% month-over-month(!) and are forecasting even more massive growth. Were a Series A startup with over $20M raised from top investors like Lightspeed, MunichRe Ventures, and industry angels.
Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.
We partner with you to identify, develop, and equip the leaders that will take your business further. Having worked with over 600 organizations from 30 nations around the world, we are trusted consultants to Fortune 50 companies and startups alike. We blend over 20 years of insight, honed while transforming parent company Barry-Wehmiller into a thriving $3.5B people-centric organization. Chapman & Co. partners with you by listening to your specific needs in order to deliver a tailored and holistic solution or off the shelf turnkey products for your organization. An organization isnt just a workplace, its where individuals spend the most of their daily life. We believe the greatest opportunity for good in this world lies within the organizations we interact with every day, and it begins with their leaders. To learn more about Chapman & Co. or how to partner with us, visit www.ccoleadership.com
The Law Offices of Mike N. Vo, APLC, is a boutique firm located in the heart of Orange County, California, serving the needs of small business owners. Whether you are an established business owner, start-up business, or free spirited entrepreneur, The Law Offices of Mike N. Vo, APLC, provides business minded individuals with the peace of mind knowing that they have the best and most cost-effective legal representation available, so that they can focus on running their business. With over 16 years of legal experience and having owned a manufacturing company serving mass retail clients such as Sephora and TJMaxx, Mike understands the challenges small business owners face everyday and is committed to finding creative solutions to his clients problems. With The Law Offices of Mike N. Vo, APLC, on your side, we "lead your business through its problems..."