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Environmental Design Group

At Environmental Design Group, shaping the future of our communities is what we do best. Our experts specialize in a variety of fields that include civil engineering, landscape architecture, surveying, environmental services and construction management. Working together is how we achieve success, because collaboration across disciplines opens doors of possibility that so often stay closed. Our projects are present throughout the community. Think of us as the behind the scenes vision makers: the trail path you hike, the line that transports your water, the added turn lane on your way to work. We make the environment safer, not only because we can respond to environmental risk, but because we do everything with the well-being of our environment in mind. People trust us to see their project through and make community better. Its here for all of us.

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.

Swarts, Manning & Associates

Founded in 1996, Swarts, Manning & Associates has quickly established itself as a leader in the insurance industry. As a full-service agency, Swarts, Manning & Associates is dedicated to providing the most comprehensive, customized, and cost-effective insurance solutions available. With specialized departments dedicated to customizing protection for your business, you will partner with an industry expert to assist with your unique risk management needs. Our dedication to customer service and our knowledgeable, friendly staff are just a few of the reasons why Swarts, Manning & Associates stands as a leader and innovator within the insurance industry.

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?

Drummond Advisors

Drummond Advisors provides global consulting services to companies focusing on accounting, tax, legal and business development. Founded in Boston, the consulting firm expanded its presence to the cities of Miami, Orlando, São Paulo and Belo Horizonte as a result of the growth of its customer base with the goal of providing personalized service. The company reunites a multidisciplinary team of professionals with certification, training and experience in Brazilian and North American territory.