Co-Founder
Alan & James Partners
Brett is the Co-Founder of Alan & James Partners (“AJP”), a leading acquiror of entrepreneurial accounting firms seeking to reach their full potential while retaining their independence, identity, and culture. AJP supports its partner firms with strategic growth initiatives, technology, and access to shared resources that help elevate their teams.
Brett is also the Co-Founder of Beacon Cove Partners, a long-term-oriented investment firm with patient, flexible capital focused on enduring partnerships. He previously served as an investor at Goldman Sachs, where he helped to invest the firm's capital alongside many founder and family-led businesses. Brett received an MBA from Harvard Business School, and a BBA in Finance and Master of Science in Accounting degree from SMU in Dallas, TX. Brett was also a 4-year letter winner on the SMU football team.
A key consideration for accounting practices that want to remain independent is finding the capital they need to invest in staff, new technologies, and growth strategies — particularly those that involve M&A. Fortunately, more and more players are entering the field, from banks and venture capital firms to ESOP advisors and beyond. This session will dive into the details.