Our team
Our team
Our team
The A-team behind the trust of business owners
Our team brings together the best of Wall Street, cutting-edge AI innovation, and enterprise-grade cybersecurity. From seasoned CPAs with decades of experience at top investment firms and Big Four accounting firms to PhD-level AI engineers and cybersecurity specialists, we’ve built a powerhouse team to deliver precision, accuracy, and trust.
Managing Partner, Valuation & Tariff Strategy
Yuanlun Yin, MPAc, PMP, CPA
Yuanlun is a licensed CPA and PMP with a Master’s degree in Accounting and a Bachelor’s in International Trade, combining deep expertise across global commerce, financial strategy, and regulatory compliance. He began his career with Volvo, managing cross-border transactions and international trade operations within a global manufacturing environment. He later joined Deloitte, where he advised Fortune 500 and mid-market clients across both the U.S. and Canada on complex financial, operational, and regulatory matters.
With a rare blend of firsthand experience in international trade, tariff application, and financial reporting, Yuanlun offers a uniquely comprehensive perspective on business value creation in a globalized economy. His work is grounded in data analytics and benchmarking, enabling business owners to clearly understand how trade policies and financial structure impact valuation. Whether navigating tariff exposure or identifying margin improvement opportunities, his insights consistently deliver clarity, precision, and strategic value. He is passionate about helping small and mid-sized businesses navigate today’s volatile trade landscape while unlocking their full market potential.
Yuanlun is a licensed CPA and PMP with a Master’s degree in Accounting and a Bachelor’s in International Trade, combining deep expertise across global commerce, financial strategy, and regulatory compliance. He began his career with Volvo, managing cross-border transactions and international trade operations within a global manufacturing environment. He later joined Deloitte, where he advised Fortune 500 and mid-market clients across both the U.S. and Canada on complex financial, operational, and regulatory matters.
With a rare blend of firsthand experience in international trade, tariff application, and financial reporting, Yuanlun offers a uniquely comprehensive perspective on business value creation in a globalized economy. His work is grounded in data analytics and benchmarking, enabling business owners to clearly understand how trade policies and financial structure impact valuation. Whether navigating tariff exposure or identifying margin improvement opportunities, his insights consistently deliver clarity, precision, and strategic value. He is passionate about helping small and mid-sized businesses navigate today’s volatile trade landscape while unlocking their full market potential.
Managing Partner Valuation & Tariff Strategy
Yuanlun Yin
MPAc, PMP, CPA
Managing Partner, Valuation & Tariff Strategy
Yuanlun Yin, MPAc, PMP, CPA
Yuanlun is a licensed CPA and PMP with a Master’s degree in Accounting and a Bachelor’s in International Trade, combining deep expertise across global commerce, financial strategy, and regulatory compliance. He began his career with Volvo, managing cross-border transactions and international trade operations within a global manufacturing environment. He later joined Deloitte, where he advised Fortune 500 and mid-market clients across both the U.S. and Canada on complex financial, operational, and regulatory matters.
With a rare blend of firsthand experience in international trade, tariff application, and financial reporting, Yuanlun offers a uniquely comprehensive perspective on business value creation in a globalized economy. His work is grounded in data analytics and benchmarking, enabling business owners to clearly understand how trade policies and financial structure impact valuation. Whether navigating tariff exposure or identifying margin improvement opportunities, his insights consistently deliver clarity, precision, and strategic value. He is passionate about helping small and mid-sized businesses navigate today’s volatile trade landscape while unlocking their full market potential.
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Melissa brings a decade of experience supporting business brokers and CPAs in small business M&A deals. She has reviewed hundreds of deal packages across industries, with a keen eye for common valuation pitfalls and documentation gaps. Her work focuses on standardizing financial reviews, benchmarking performance, and ensuring clean, buyer-friendly reports.
Melissa Smith, CFE
Melissa brings a decade of experience supporting business brokers and CPAs in small business M&A deals. She has reviewed hundreds of deal packages across industries, with a keen eye for common valuation pitfalls and documentation gaps. Her work focuses on standardizing financial reviews, benchmarking performance, and ensuring clean, buyer-friendly reports.
Melissa Smith, CFE
Melissa brings a decade of experience supporting business brokers and CPAs in small business M&A deals. She has reviewed hundreds of deal packages across industries, with a keen eye for common valuation pitfalls and documentation gaps. Her work focuses on standardizing financial reviews, benchmarking performance, and ensuring clean, buyer-friendly reports.
Melissa Smith, CFE
With over 18 years of experience advising small business owners through successful exits, Chris brings deep expertise in business valuation, deal structuring, and financial due diligence. A former M&A advisor and CPA, she specializes in translating complex financials into clear, buyer-ready insights.
Chris Mann, CPA
With over 18 years of experience advising small business owners through successful exits, Chris brings deep expertise in business valuation, deal structuring, and financial due diligence. A former M&A advisor and CPA, she specializes in translating complex financials into clear, buyer-ready insights.
Chris Mann, CPA
With over 18 years of experience advising small business owners through successful exits, Chris brings deep expertise in business valuation, deal structuring, and financial due diligence. A former M&A advisor and CPA, she specializes in translating complex financials into clear, buyer-ready insights.
Chris Mann, CPA
Ad is a highly accomplished CPA with 15+ years of experience in financial management, audit, and risk advisory. A former Deloitte Senior Manager, he brings deep expertise in due diligence, SOX compliance, ERP systems, and complex audits across finance, telecom, and healthcare sectors.
Ad Rafique, CPA
Ad is a highly accomplished CPA with 15+ years of experience in financial management, audit, and risk advisory. A former Deloitte Senior Manager, he brings deep expertise in due diligence, SOX compliance, ERP systems, and complex audits across finance, telecom, and healthcare sectors.
Ad Rafique, CPA
Ad is a highly accomplished CPA with 15+ years of experience in financial management, audit, and risk advisory. A former Deloitte Senior Manager, he brings deep expertise in due diligence, SOX compliance, ERP systems, and complex audits across finance, telecom, and healthcare sectors.
Ad Rafique, CPA
Kate is a cross-border accounting powerhouse with over a decade of experience in audit, tax, and financial transformation. Holding both CPA and ACA designations, she has led high-stakes audits for global multi-billion-dollar clients, with deep expertise in ERP implementation, digital transformation, and international financial reporting.
Kate Abidogun, ACA, CPA
Kate is a cross-border accounting powerhouse with over a decade of experience in audit, tax, and financial transformation. Holding both CPA and ACA designations, she has led high-stakes audits for global multi-billion-dollar clients, with deep expertise in ERP implementation, digital transformation, and international financial reporting.
Kate Abidogun, ACA, CPA
Kate is a cross-border accounting powerhouse with over a decade of experience in audit, tax, and financial transformation. Holding both CPA and ACA designations, she has led high-stakes audits for global multi-billion-dollar clients, with deep expertise in ERP implementation, digital transformation, and international financial reporting.
Kate Abidogun, ACA, CPA
Anton is a seasoned cybersecurity architect with over 15 years of experience in securing financial and healthcare systems. With deep expertise in cloud security, zero-trust architecture, and threat analysis, he has led security initiatives at TELUS and Avenir Global. He holds top-tier certifications and specializes in firewall and compliance infrastructure.
Anton Lange
Anton is a seasoned cybersecurity architect with over 15 years of experience in securing financial and healthcare systems. With deep expertise in cloud security, zero-trust architecture, and threat analysis, he has led security initiatives at TELUS and Avenir Global. He holds top-tier certifications and specializes in firewall and compliance infrastructure.
Anton Lange
Anton is a seasoned cybersecurity architect with over 15 years of experience in securing financial and healthcare systems. With deep expertise in cloud security, zero-trust architecture, and threat analysis, he has led security initiatives at TELUS and Avenir Global. He holds top-tier certifications and specializes in firewall and compliance infrastructure.
Anton Lange
Mohammed is a Ph.D.-level AI and Machine Learning expert with over a decade of experience in high-performance software systems. Specialized in NVIDIA CUDA, GPU acceleration, and algorithmic optimization, he builds cutting-edge AI engines that redefine data accuracy, automation, and financial verification at scale. Fluent in C++, C#, and Python.
Mohammed Shehab, Ph.D.
Mohammed is a Ph.D.-level AI and Machine Learning expert with over a decade of experience in high-performance software systems. Specialized in NVIDIA CUDA, GPU acceleration, and algorithmic optimization, he builds cutting-edge AI engines that redefine data accuracy, automation, and financial verification at scale. Fluent in C++, C#, and Python.
Mohammed Shehab, Ph.D.
Mohammed is a Ph.D.-level AI and Machine Learning expert with over a decade of experience in high-performance software systems. Specialized in NVIDIA CUDA, GPU acceleration, and algorithmic optimization, he builds cutting-edge AI engines that redefine data accuracy, automation, and financial verification at scale. Fluent in C++, C#, and Python.
Mohammed Shehab, Ph.D.
Aurelle is a Data Scientist and AI expert with a Ph.D. in Electronic Engineering, specializing in big data, advanced analytics, and intelligent financial systems. With deep expertise in machine learning, fraud detection, and data infrastructure, he designs AI-powered platforms that elevate transparency, streamline verification, and drive smarter financial decision-making.
Aurelle Kouanou, Ph.D.
Aurelle is a Data Scientist and AI expert with a Ph.D. in Electronic Engineering, specializing in big data, advanced analytics, and intelligent financial systems. With deep expertise in machine learning, fraud detection, and data infrastructure, he designs AI-powered platforms that elevate transparency, streamline verification, and drive smarter financial decision-making.
Aurelle Kouanou, Ph.D.
Aurelle is a Data Scientist and AI expert with a Ph.D. in Electronic Engineering, specializing in big data, advanced analytics, and intelligent financial systems. With deep expertise in machine learning, fraud detection, and data infrastructure, he designs AI-powered platforms that elevate transparency, streamline verification, and drive smarter financial decision-making.
Aurelle Kouanou, Ph.D.
Bruce is a cybersecurity and compliance authority with 20+ years of experience safeguarding sensitive business data across high-risk sectors. A specialist in SOC1/2, ISO27001, and GDPR frameworks, he holds elite certifications including CISSP, CISA, and CISM. His expertise ensures best-in-class risk controls and security for enterprise-grade financial data integrity.
Bruce Lowe, CISA, CISM, CISSP
Bruce is a cybersecurity and compliance authority with 20+ years of experience safeguarding sensitive business data across high-risk sectors. A specialist in SOC1/2, ISO27001, and GDPR frameworks, he holds elite certifications including CISSP, CISA, and CISM. His expertise ensures best-in-class risk controls and security for enterprise-grade financial data integrity.
Bruce Lowe, CISA, CISM, CISSP
Bruce is a cybersecurity and compliance authority with 20+ years of experience safeguarding sensitive business data across high-risk sectors. A specialist in SOC1/2, ISO27001, and GDPR frameworks, he holds elite certifications including CISSP, CISA, and CISM. His expertise ensures best-in-class risk controls and security for enterprise-grade financial data integrity.
Bruce Lowe, CISA, CISM, CISSP
Yomi is an IT governance and risk expert with a decade of experience in audit readiness, compliance programs, and internal control frameworks. With a strong background in SOC, ISO, PCI DSS, and SOX compliance, she ensures operational integrity through secure, standards-aligned systems built to exceed enterprise-grade assurance benchmarks.
Yomi Sokolowski
Yomi is an IT governance and risk expert with a decade of experience in audit readiness, compliance programs, and internal control frameworks. With a strong background in SOC, ISO, PCI DSS, and SOX compliance, she ensures operational integrity through secure, standards-aligned systems built to exceed enterprise-grade assurance benchmarks.
Yomi Sokolowski
Yomi is an IT governance and risk expert with a decade of experience in audit readiness, compliance programs, and internal control frameworks. With a strong background in SOC, ISO, PCI DSS, and SOX compliance, she ensures operational integrity through secure, standards-aligned systems built to exceed enterprise-grade assurance benchmarks.
Yomi Sokolowski
Lisa is an audit and risk specialist with a background in PwC and CIBC Mellon. As a Senior Manager of Internal Audit, she brings sharp expertise in internal controls, IIA standards, and risk-based audits. Her professional focus includes financial accuracy, regulatory compliance, and strengthening operational governance across complex organizations.
Lisa Amiri
Lisa is an audit and risk specialist with a background in PwC and CIBC Mellon. As a Senior Manager of Internal Audit, she brings sharp expertise in internal controls, IIA standards, and risk-based audits. Her professional focus includes financial accuracy, regulatory compliance, and strengthening operational governance across complex organizations.
Lisa Amiri
Lisa is an audit and risk specialist with a background in PwC and CIBC Mellon. As a Senior Manager of Internal Audit, she brings sharp expertise in internal controls, IIA standards, and risk-based audits. Her professional focus includes financial accuracy, regulatory compliance, and strengthening operational governance across complex organizations.
Lisa Amiri
Sophia is a CPA and former Investment Banking Controller with over 15 years of experience across top-tier financial institutions. With deep expertise in SEC reporting and complex deal structuring, she brings unmatched precision in financial governance, risk oversight, and institutional-grade reporting standards.
Sophia Moore, CPA
Sophia is a CPA and former Investment Banking Controller with over 15 years of experience across top-tier financial institutions. With deep expertise in SEC reporting and complex deal structuring, she brings unmatched precision in financial governance, risk oversight, and institutional-grade reporting standards.
Sophia Moore, CPA
Sophia is a CPA and former Investment Banking Controller with over 15 years of experience across top-tier financial institutions. With deep expertise in SEC reporting and complex deal structuring, she brings unmatched precision in financial governance, risk oversight, and institutional-grade reporting standards.
Sophia Moore, CPA
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