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The modern finance team for ambitious, venture-backed founders

From first round of funding to creating a lasting legacy.

Most firms show up at the finish line. We're with you the whole journey to exit, so the business is built to sell and you finish proud of the outcome.

Trusted by venture-backed founders and the teams around them

The practice

Six finance functions under one roof.

Everything a venture-backed founder needs to be exit-ready, under one roof and pointed at the same outcome.

Not sure which fit? Let’s scope it on a call →

Behind the numbers

The odds are brutal. Preparation changes them.

Most exits fail or disappoint, not because the business was bad, but because no one built it to sell. That is exactly the gap we close.

75%
of venture-backed companies never return cash to their investors.
22%
of founders say post-exit life actually matched their expectations.
73%
of founders report burnout in the last 12 months.

Sources: venture return data (industry aggregate); post-exit expectations survey; founder burnout across multiple 2024–2026 studies (Sifted, StealthAgents, CEREVITY).

The 60-second readiness check

Are you acquirable? Find the gaps first.

Check every one that feels true. Watch the panel on the right. Every gap you name is one we close, under one roof.

Who you'll work with

The people with you at every step.

Advisors, compliance, and accounting under one roof, with the credentials to back it.

Nicholas Pope
Partner, Wealth AdvisorCFP® · CEPA™ · AEP®
Reuben Levinsohn
Partner, Wealth Advisor
Amanda Beeler
Partner, Wealth AdvisorCFP® · CEPA™
Brian Klemczak
Partner, Wealth AdvisorCFP® · CEPA™ · AEP®
Brandon Weaver
Integrator, Exit AdvisorCFP® · CEPA™
Matt McMichen
Business DevelopmentCPA
Neena Wanko
ControllerCPA
Cierra Riggs
ControllerEA
Emily Grantom
ControllerCPA
Angie Pope
ParaplannerCFP® · MBA
Christine Begnaud
Senior Accountant
Christie White
Senior Accountant
Itzel Bailen
Junior Accountant
Soo Kim
Staff Accountant
Tracy Morin
Staff Accountant
Lynette Weatherly
Staff Accountant
Ildiko Dae
Staff Accountant
Valerie Holland
Staff Accountant
Latoria Fort
Staff Accountant
Kathie Tucker
Staff Accountant
Agustin Arce
Staff Accountant
Sarah O'Dell
Client Service Associate
Amanda Walsh
Chief Compliance OfficerCSCP®
Chelsea Passalinqua
HR Specialist
Dulce Dadural
Executive Assistant
Ariell Schmidt
Executive Assistant

Our core values

What drives us.

No Slobs

We are an organization built on its people — impressive people with attractive qualities, changemakers to their families, friends, and the community they serve.

Permission to Play

We believe there is untapped inventive potential in all of us. To grow we need to explore and create original ideas, and embody a culture where innovation can flourish.

People First

“Iron sharpens iron, so one man sharpens another.” — Ancient Proverb. Sharpening one another toward greatness. We want to have a culture that brings out the best in others.

Stop and Be Still

“Our patience will achieve more than our force.” — Edmund Burke. It is important that we exhibit patience and discipline in our decisions and actions while embodying mindfulness — awareness in the present moment, calmly acknowledging and accepting one’s feelings and thoughts.

Be Real

Being authentic and genuine. Be true to your own personality, values, and spirit, regardless of the pressure you’re under to act otherwise.

Be ready before the offer comes.

See exactly what a buyer would find in your numbers today, and the plan to be exit-ready when it counts.

Are you acquirable? →

Series

Legacy Lab

A toolkit that guides founders through building, scaling, and ultimately leaving a lasting legacy with their business. Six self-paced modules, with videos, frameworks, and downloadable resources.

01

Introduction to Legacy Lab

A strategic compass for founders looking to unearth the untapped opportunities in their business. It builds a comprehensive understanding of value, growth, and readiness for an eventual exit: the attractiveness and preparedness of the business, and your own readiness for the transition. A standout feature is the Value Builder Score, a practical tool for weighing the critical factors before you plan an exit.

Resources & downloads
02

Understanding Value

Adopt the perspective of an investor. Understand the crucial distinction between driving income and driving value, and navigate the main valuation methods and approaches, including EBITDA and industry-specific multiples. Whether you are contemplating growth or succession, this module equips you to maximize your business's value and potential.

03

Maximizing Value

Every decision you make impacts your company's future. Your business is more than a paycheck; it's an investment that should yield a return. From financial performance and growth potential to customer satisfaction and reducing reliance on you, eight key drivers directly influence business value. We break each one down with real case studies and actionable strategies to turn your business into a stronger, more valuable asset.

04

Keep or Sell

For entrepreneurs at a pivotal crossroads. Understand the landscape of potential buyers, financial, strategic, or family, and the intricacies of inside vs. outside sales. Evaluate options from generational transfers to management buyouts and ESOPs, deliberate on deal structures like holdbacks, financing terms, and non-competes, and consider the personal life legacy waiting on the other side of the sale.

05

Leaving a Legacy

A transformative module with a blog series and Personal Readiness Assessment. It reaches beyond business metrics into retirement, new ventures, and philanthropy, helping you thoughtfully craft a legacy that aligns with your values, aspirations, and the impact you want to leave beyond business.

06

Stay Connected

The journey doesn't end here. Stay connected with our advisors and strategic partners. Immerse yourself in the Leadership Talks series and the Flying with Founders podcast, join WAA Focus Groups, register for webinars on exit planning, financial literacy, and scaling up, and subscribe to Legacy Lab alerts.

Speaking

Nicholas Pope

Book Nicholas Pope

CFP® · CEPA™ · AEP® — Partner, Keynote Speaker & Wealth Advisor

Known as the Blue Chip Hunter, Nick helps executives take control of multi-million-dollar businesses with minimal financial risk, and helps founders design businesses built for freedom. He contributes to the Kiplinger Advisor Collective and the Forbes Business Council and is a tenured member of Entrepreneurs' Organization.

npope@waadvisors.com · 844-678-1842

Watch on YouTube ↗

Signature keynotes

Insights

The Blog

Ideas that make you better: plain-English takes on business planning, investing, exit readiness, and managing your finances.

Keynote

Turn Your Business Into a Blue Chip

The 8 Key Drivers of Company Value

Most owners build a business that pays them. Few build one that's actually worth buying. This keynote breaks down the eight drivers that determine what your company is worth, and how to move each one, using real case studies founders will recognize.

What we cover

Case studies: RXBAR, Tesla, Sweetgreen

The takeaway: Actionable strategies for building a profitable, scalable, and sellable business.

Best for: Business owners, entrepreneurs, and executives

Book this keynote

npope@waadvisors.com · 844-678-1842

Get in touch →
← Back to speaking

Keynote

What Game Are You Playing, Chess or Checkers?

Endgame: Designing Your Business for the Ultimate Reward

The best exits are designed years in advance. This keynote is about timing, the difference between selling at the peak and selling in the trough, and how to see the warning signs before the market makes the decision for you.

What we cover

Case studies: Real-world early vs. delayed sale case studies

The takeaway: A clear-eyed framework for timing the most important sale of your life.

Best for: Business owners and entrepreneurs

Book this keynote

npope@waadvisors.com · 844-678-1842

Get in touch →
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Keynote

Creating a Business That Can Thrive Without You

Foxhole Leadership

A buyer pays more for a business that doesn't depend on you. This keynote is about getting out of the foxhole, delegating with intention, and building a team that runs without the owner in every decision.

What we cover

The takeaway: A roadmap for scaling operational freedom, unlocking hidden value, and preparing for a confident exit.

Best for: Business owners, executives, and entrepreneurs

Book this keynote

npope@waadvisors.com · 844-678-1842

Get in touch →
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Contact

Get your roadmap

Tell us where you are and what you're after. We'll come back with a clear read on your readiness and the right next step, no pressure and no obligation.

Prefer email? info@waadvisors.com · 844-678-1842

Insights · Feb 5 · 3 min

The Rhythms of a Business

Business has a rhythm. There are seasons of hustle, when you're hiring, launching, pitching, and pushing. There are quieter seasons of planning, pruning, or simply maintaining the systems you've worked so hard to build. And there are transitional seasons that ask you to look forward, zoom out, and think about the bigger picture.

Recognizing these rhythms is essential, not just for the health of your business, but for your own stability as a founder or leader.

There's a time to go all-in

Every founder knows the sprint: preparing for funding, onboarding clients, responding to the market. We work with clients during these momentum windows to provide financial clarity, tightening forecasts, mapping revenue, and building the confidence that fuels action. Yet what follows the sprint matters just as much.

There's a time to regroup

Sustained growth rarely happens in a constant rush. Healthy businesses need space to breathe, time to reassess and realign with core goals. Sometimes that means cleaning up financial systems, restructuring, or addressing postponed tasks. As tax season approaches, organize your books and assess your foundation so your systems serve your progress rather than hinder it.

Looking beyond the quarter

Day-to-day operations matter, but we encourage clients to think long-term, whether toward an exit, a succession plan, or a multi-generational legacy. We support businesses with both financial hygiene and vision, helping you prepare for meaningful milestones using data alongside dreams.

Moving with the rhythm, one beat at a time

Whatever season you're in, our advisors and accountants are here to help you make sense of the numbers, make smarter decisions, and move in step with your business's rhythm.

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Insights · Dec 30, 2025 · 2 min

IRC Section 1202 Update from Nick Pope

Earlier this year, I published a piece in the Kiplinger Advisor Collective on the tax benefits available through Internal Revenue Code Section 1202. That article explored how investing in Qualified Small Business Stock (QSBS) can let individuals potentially exclude capital gains from the sale of that stock, provided certain criteria are met.

This update covers the changes in the One Big, Beautiful Bill Act passed in summer 2025. The legislation runs nearly 1,000 pages, with more than 100 provisions affecting federal taxes, credits, and deductions. The changes apply to QSBS acquired after July 4, 2025.

Key modifications

The gross-assets limit increased from $50 million to $75 million (indexed for inflation). The required holding period shortened from five years to three, with a tiered exclusion: 50% after three years, 75% after four, and 100% after five or more.

On the exclusion caps, stock acquired on or before the applicable date keeps a $10 million limit, while newly acquired stock carries a $15 million limit, both subject to prior-gain reductions and future inflation adjustments.

The bottom line: the law expands eligibility for substantial tax benefits among startup and small-corporation shareholders. As always, talk with your advisor about how it applies to your situation.

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Insights · Dec 18, 2025 · 4 min

2025 Year in Review

As 2025 comes to a close, we're reflecting on meaningful growth for our clients, our community, and our team. Our mission centers on helping business owners and founders actualize their legacies through clear financial decisions, long-term value creation, and exit-ready businesses.

Strategic acquisitions

We acquired multiple accounting firms in 2025, bringing accounting services in-house. Clients now get unified support: personal financial advising, business valuation and exit planning, and business accounting, our vision for comprehensive, full-spectrum service.

Legacy Lab

Launched in spring 2025, Legacy Lab provides self-paced modules that help founders understand business value, assess exit readiness, and develop legacy-preservation strategies. It has gained substantial engagement from the entrepreneurial community.

Inside the Mind of a VC

This monthly series demystifies how investors evaluate companies, covering the eight drivers of business value and encouraging founders to begin with the end in mind.

Community

We hosted a private LP dinner with Exit Quotient Ventures, bringing investors and founders together. Our sister brand, Flying with Founders, expanded through monthly wellness meetups, founder retreats, and events across multiple cities and conferences.

Looking ahead

Thank you to our clients, community, and team. We're committing to continued collaboration focused on financial clarity, intentional growth, and legacy planning in 2026.

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Insights · Nov 10, 2025 · 3 min

Smart Giving: How to Give Back as a Business

The final quarter of the year is packed with big decisions. As you wrap up your financials, prepare for tax season, and set goals for the new year, one area is easy to overlook in the rush: charitable giving.

Generosity matters to many of our clients, and we believe it isn't just a value, it can be a strategy. Smart giving means making intentional choices that let your business support the causes you care about while also benefiting your bottom line.

The impact of giving as a business

Giving back doesn't just serve the community. Done correctly, it can strengthen brand trust and customer loyalty, boost team morale and engagement, offer tax advantages, and clarify and reinforce your mission. The key phrase is when done correctly.

Giving with intention

There are many ways to contribute at year-end: direct donations to qualified 501(c)(3) nonprofits, sponsorships or cause-marketing, in-kind contributions of services or goods, donor-advised funds for structured, tax-smart giving, or setting up a corporate foundation. Which is right depends on your structure, goals, and financial landscape.

Where we come in

Our advisory and accounting teams work hand-in-hand to help you give more strategically: evaluating your cash flow and year-end tax position, determining a level of giving that's wise and sustainable, documenting and categorizing contributions properly, and weaving giving into your business model for long-term impact.

There's still time to make an impact this year, on both your community and your financial future. Reach out to our team to talk through your options.

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