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Glenn Burdette

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.

| GrayMatter |

GrayMatter is an industrial technology company based near Pittsburgh, Pennsylvania, with regional offices in the U.S., Canada, and India. The company specializes in digital transformation and industrial automation solutions, serving major organizations in manufacturing, energy, food and beverage, pharmaceuticals, and utilities worldwide. GrayMatter offers a variety of services aimed at improving operational efficiency and digital capabilities. Their key offerings include advanced industrial analytics, which helps companies utilize data for better decision-making, and a brilliant operations strategy that supports digital transformation initiatives. They also focus on risk mitigation during the digital transformation process. GrayMatters family of brands includes E-Merge, HTSE, Automation & Control Concepts, and Phantom Technical Services, each providing specialized automation solutions across different industries. The company has grown through strategic mergers and acquisitions, enhancing its capabilities and expanding its client base. Notable clients include major companies like Nestlé Purina PetCare and Anheuser-Busch, showcasing GrayMatters strong presence in the industrial sector.

Arkeyo

Arkeyo offers self-service coin counting / cash dispensing kiosks to banks, casinos, grocery stores and other retail locations. Arkeyo is delivering high profile products and services designed to engage and efficiently monetize the growing need for a new self-service coin alternative in the USA and Europe. Clients can select from a full set of product lines, in their own language and their own currency. Arkeyo also picks up and processes coin bins and coin bags. Unlike legacy self-service coin offerings, Arkeyo gives retailers powerful tools to narrowcast their direct marketing, to identify and engage the right customer with the right offering at the right time, enhancing results and efficiency. Rules-based intelligence, routing and reporting tools offer retailers the opportunity to increase sales, lower customer service costs, shorten ‘float time and encourage repeat business. Through an affiliate program, users of the self-service coin machines can earn credit toward future purchases and exchange points with offline affiliate partners.

Smardt Chiller Group

Smardt Chiller Group is a global leader in oil-free centrifugal chiller technology, focusing on high-efficiency HVAC solutions for commercial, industrial, and institutional applications. Founded in 2005 by Roger Richmond-Smith and Ron Conry, the company has over 25 years of experience in magnetic bearing compressors and oil-free systems. Smardt operates manufacturing facilities in Canada, the USA, Australia, Germany, and China, with more than 10,000 chillers installed worldwide. The company offers a range of products, including water-cooled, air-cooled, and evaporative-cooled chillers, as well as customizable modular systems. All chillers utilize oil-free centrifugal compressors with magnetic bearings, which enhance energy efficiency and reduce maintenance needs. Smardt also provides custom engineering, global support for installation and maintenance, and energy efficiency consulting to help clients optimize their systems and reduce carbon footprints. The company serves various industries, including government facilities, pharmaceutical manufacturing, data centers, and hospitals, emphasizing reliability and sustainability in its solutions.

Bridge Specialty Group

Bridge Specialty Group, LLC was launched in February 2021 by Brown & Brown, Inc. to encompass its broad portfolio of wholesale insurance businesses and is focused on bringing the power of its collective size and specialty to the wholesale brokerage marketplace. Composed of more than 25 boutique brands, Bridge Specialty Group is creating a more seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. To learn more about Bridge Specialty Group and our team of niche-focused brands, visit our website at bridgespecialtygroup.com.