Meet Our Leadership Team

We are a group of CPAs, CFAs, Entrepreneurs, and Investors with a passion for early-stage businesses. Our two Co-Founders have 12 years of partnership between them, spanning ventures in financial management across hedge funds, private equity, and financial services. Our team has a proven track record of profitable business structuring, execution, and exits.

13
Companies founded
$400M
Investment capital structured
1,000
Companies underwritten

The values that shape everything we do at Till

Flag depicting the words Don't give up the Ship
01

Servant Leadership

At Till, we prioritize the needs of our clients and team members above our own. We make every effort to humbly lead by example, fostering an environment where empathy and empowerment reign. Together, we aim to help others grow and succeed amidst a culture that sees, values, and benefits every seat at the table.

02

Integrity and Truthfulness

In both business and in life, we believe that “the truth will set you free.” To that end, we commit to maintaining the highest standards of honesty and transparency in our operations and interactions. Our clients trust us to provide candid, accurate financial advice – a responsibility we take seriously and steward earnestly.

03

Value Creation

Value created for our clients is the ultimate test of a Till engagement. We strive to deliver innovative and effective financial solutions that drive tangible results. By focusing on our clients’ unique needs and goals, we help them achieve sustained growth and success – and material ROI for our services.

04

Joy in Our Work

We believe that productive joy leads to exceptional outcomes. At Till, we promote an optimistic, supportive, and enthusiastic work environment. For our clients, such joy ensures that we deliver uniquely excellent service to our clients: creative dedication.