Boutique CPA & Strategic Partner

We Don’t Just Advise

We Don’t Just Advise

We Don’t Just Advise

We Partner With You

We Partner With You

We Partner With You

Behind every successful business is an advisor who thinks like a partner. Founded by a Disney Alumnus who brings multidisciplinary depth across accounting, finance, taxation, commercial law, and business strategy for a select group of business owners who demand a true partner in every room.

Behind every successful business is an advisor who thinks like a partner. Founded by a Disney Alumnus who brings multidisciplinary depth across accounting, finance, taxation, commercial law, and business strategy for a select group of business owners who demand a true partner in every room.

CLARUMFOUNDED BY ADisney AlumnusCREDENTIALSCPA, FCA, MA(Econ), MAccOFFICESVirginia · FloridaFOCUSAssurance · Tax · AdvisoryAPPROACHBoutique & SelectiveBOARD & ADVISORY30+ YearsCLARUMFOUNDED BY ADisney AlumnusCREDENTIALSCPA, FCA, MA(Econ), MAccOFFICESVirginia · FloridaFOCUSAssurance · Tax · AdvisoryAPPROACHBoutique & SelectiveBOARD & ADVISORY30+ Years

What We Do

Beyond Numbers.

Beyond Numbers.

Beyond Compliance.

Beyond Compliance.

From financial oversight to complex tax strategy, backed by deep knowledge of tax and commercial law, we provide the full spectrum of services your business needs.

01

Audit & Assurance

From complete financials to full audits, we bring rigor and independence that lenders, investors, and boards require.

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02

Tax Compliance & Planning

Proactive tax strategies to minimize liability and ensure full compliance for business and personal returns.

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03

Board & Advisory Services

Independent board membership, audit committee support, and strategic financial counsel for executive-level governance.

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04

FP&A Services

We fix the foundation and build financial visibility so your business can plan, perform, and grow with confidence.

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05

Business Structuring & Entity Selection

We analyze your goals and design the optimal structure for tax efficiency and liability protection.

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06

Mergers & Acquisitions

Expert due diligence, deal structuring, and transaction advisory from letter of intent through closing.

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07

Business Valuation

Certified valuations for M&A, transaction planning, shareholder matters, and defensible financial decisions.

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08

Business Succession & Exit Planning

A thoughtful ownership transition does not happen by accident. We build the financial, structural, and operational roadmap.

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Who We Partner With

A Select Few.

A Select Few.

Deeply Invested.

Deeply Invested.

We deliberately limit the number of clients we work with. This isn't a volume business — it's a partnership. Every client gets our full attention, our full expertise, and where it makes sense, our equity commitment..

Media & Entertainment Entrepreneurs

Motion picture producers, content creators, and entertainment operators navigating complex revenue, IP, and compensation structures.

Production Accounting · IP Valuation · Film Tax Credits

Healthcare Entrepreneurs

Specialized knowledge in practice valuation, compensation structuring, and entity planning for healthcare operators.

Practice Valuation · Tax Planning · Exit Strategy

Technology & SaaS Founders

From pre-revenue startups to PE-backed scale-ups, we speak the language of equity, credits, and investor readiness.

Equity Planning · SaaS Metrics · Investor Readiness

International Business Owners

Cross-border structuring, foreign entities, transfer pricing, and multi-jurisdiction compliance handled with precision.

Transfer Pricing · Foreign Entities · Multi-Jurisdiction

Private-Equity-Backed Companies

Institutional timelines and expectations require disciplined reporting, FP&A, diligence, and board-level oversight.

Financial Reporting · Diligence · Board Support

Real Estate Investors & Developers

High-transaction portfolios need strategic tax, entity structuring, and institutional-grade financial precision.

Cost Segregation · Entity Structuring · Tax Strategy

Business Owners Planning to Exit

For owners preparing for a sale, we go beyond advisory — structuring the deal, minimizing exposure, and aligning outcomes.

Exit Planning · Business Valuation · Tax Structuring

Family-Owned Businesses

Closely-held businesses need objectivity, succession planning, and clarity when ownership and operations overlap.

Ownership Structuring · Succession · Tax Planning

“We don’t take on hundreds of clients. We take on the right clients — and we show up as partners, not vendors.”

“We don’t take on hundreds of clients. We take on the right clients — and we show up as partners, not vendors.”

Clarum CPA Partnership Philosophy

The Process

How We

How We

Engage

Engage

We are deliberate about every client relationship. This is how a partnership with Clarum begins — and how it endures.

We are deliberate about every client relationship. This is how a partnership with Clarum begins — and how it endures.

01

The Conversation

A deep-dive conversation into your business, structure, and ambitions. We listen before we advise.

02

The Review

We ask for your tax returns and financials. Not to judge — but to truly understand your business before we say yes.

03

The Fit

We are selective. If there is mutual alignment, we define the scope and engagement together.

04

The Partnership

Full engagement across accounting, finance, taxation, and commercial strategy — with a permanent seat at your table.

05

The Long Game

As your business grows, we grow with you. A relationship built not on transactions, but on trust and shared success.

How We Work

Our Engagement

Our Engagement

Model

Model

Every client relationship is structured around their specific needs and stage. We offer three distinct engagement tracks — each built on the same foundation of deep expertise and long-term commitment.

Every client relationship is structured around their specific needs and stage. We offer three distinct engagement tracks — each built on the same foundation of deep expertise and long-term commitment.

Track #1

Strategic Advisory

A trusted advisor relationship with ongoing access to our full expertise. Ideal for clients who need a seasoned financial mind in their corner — without a full-time hire.

A trusted advisor relationship with ongoing access to our full expertise. Ideal for clients who need a seasoned financial mind in their corner — without a full-time hire.

Dedicated CPA partner, not a team rotation

Quarterly strategy & planning sessions

Tax planning & compliance oversight

On-call access for decisions that matter

Annual financial review & roadmap


RETAINER-BASED · ONGOING

Track #2

Embedded Partner

For clients who want more than an advisor — they want a partner embedded in their business. We attend key meetings, sit on advisory boards, and operate as a true financial insider.

For clients who want more than an advisor — they want a partner embedded in their business. We attend key meetings, sit on advisory boards, and operate as a true financial insider.

Fractional CFO & advisory board presence

Full M&A and transaction support

Business valuation & deal structuring

Succession & estate planning

integration

Investor & lender relationship support

DEEPLY ALIGNED · LONG-TERM

Track #3

Transaction Engagement

Project-based engagements for specific high-stakes transactions — M&A, business sales, valuations, or restructuring. Full focus, defined scope, exceptional outcomes.

Project-based engagements for specific high-stakes transactions — M&A, business sales, valuations, or restructuring. Full focus, defined scope, exceptional outcomes.

Buy-side or sell-side M&A

advisoryCertified business valuations

Due diligence & financial review

Entity restructuring & formation

Post-transaction integration support


PROJECT-BASED · DEFINED SCOPE

Our Story

Built on

Built on

Trust & Precision

Trust & Precision

Clarum was built on a different model. Not a firm chasing volume, but a boutique practice that works with a deliberately small number of clients, each selected for their ambition, complexity, and fit.

It began at Sundaram & Srinivasan, a firm built on ethics, standards, and the kind of rigorous training that shapes professionals for life. A decade of audit, taxation, and corporate compliance across banking and financial institutions, manufacturing enterprises, and closely-held companies. That breadth of sector exposure, understanding how fundamentally different industries account, report, and operate — built the foundation for everything that followed.

Then came two decades of executive experience across multiple Walt Disney companies, navigating the financial and business complexity of one of the world's most admired organizations, known for its ethics, values, and an unwavering commitment to outcomes that work for all stakeholders.

This multidisciplinary foundation combining accounting, finance, taxation, commercial law, and business strategy shapes how we read contracts, structure deals, navigate regulatory frameworks, and advise on every dimension of a major business decision.

We go beyond number crunching. We embed ourselves in our clients' businesses, attending the meetings that matter, asking the questions others don't, and making decisions with the same care as an owner would.

Clarum was built on a different model. Not a firm chasing volume, but a boutique practice that works with a deliberately small number of clients, each selected for their ambition, complexity, and fit.

It began at Sundaram & Srinivasan, a firm built on ethics, standards, and the kind of rigorous training that shapes professionals for life. A decade of audit, taxation, and corporate compliance across banking and financial institutions, manufacturing enterprises, and closely-held companies. That breadth of sector exposure, understanding how fundamentally different industries account, report, and operate — built the foundation for everything that followed.

Then came two decades of executive experience across multiple Walt Disney companies, navigating the financial and business complexity of one of the world’s most admired organizations, known for its ethics, values, and an unwavering commitment to outcomes that work for all stakeholders.

This multidisciplinary foundation combining accounting, finance, taxation, commercial law, and business strategy shapes how we read contracts, structure deals, navigate regulatory frameworks, and advise on every dimension of a major business decision.

We go beyond number crunching. We embed ourselves in our clients’ businesses, attending the meetings that matter, asking the questions others don’t, and making decisions with the same care as an owner would.

Integrity

Honest, ethical guidance you can trust.

Precision

Meticulous attention to every detail.

Clarity

Complex finances made simple for you.

Partnership

We grow alongside your business.

Get in Touch

Let’s Start a

Let’s Start a

Conversation

Conversation

Virginia Office
2807 N Parham Rd, Suite 320
Richmond, VA 23294

Florida Office
2125 Biscayne Blvd, Suite 204
Miami, FL 33137

888–707–5566

888–707–5599

info@clarumcpa.com

"CLARUM" is the brand name under which Clarum Analytics LLC and Clarum Advisory LLC provide professional services. Clarum Analytics LLC and Clarum Advisory LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Clarum Analytics LLC is a licensed independent CPA firm that provides attest services to its clients, and Clarum Advisory LLC provides tax and business advisory services to its clients. Clarum Advisory LLC is not a licensed CPA firm.

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Assurance · Taxation · Advisory