Indianapolis-based Oak Street Funding, a First Financial Bank company, provides commercial financing for Certified Public Accountants. We provide capital to assist with acquisition, succession, and more. We are a direct, non-SBA lender and handle everything in house. Our cash flow analysis and industry knowledge align to meet the growing demand.

Crete Professionals Alliance is a national partnership of premier accounting and advisory firms. Combining local autonomy with national resources, Crete empowers its partner firms with technology, scale, and AI innovation. Backed by Thrive Capital and Bessemer Venture Partners, Crete is redefining professional services and recognized as Accounting Today’s fastest-growing firm.

Ascend is a modern platform for entrepreneurial CPA firms to stay independent while growing together. We provide capital, resources, and a PeopleFirst support team to fuel talent, technology, and mergers – empowering hundreds of new firm owners and the next generation of accounting leaders.

Alan & James Partners (“AJP”) is 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.

Modus is a technology company & strategic acquirer of CPA firms. We’re backed by Lightspeed Ventures with the ambition to be the world’s largest tech-enabled auditor. Our goal is to deliver the highest quality audit service, in a fraction of the time.

For top 500 CPA firms – we’d like to be your long-term technology, capital, and growth partner. Contact us at team@modusaudit.com

Live Oak Bank, a subsidiary of Live Oak Bancshares, Inc. (NYSE: LOB), is a digitally focused, FDIC-insured bank serving customers across the country. Live Oak brings efficiency and excellence to the banking process, without branches, by using a focused approach to technology and innovation.

Live Oak is undeniably different than other financial institutions. In 2008, our founders set out to revolutionize banking. Learn more about the bank’s origin story and how we launched our mission to be America’s small business bank.

Intapp is the governed AI platform for professional firms in highly regulated industries. Intapp’s vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world’s top firms trust Intapp’s industry-specific enterprise solutions at intapp.com.

Helping you unlock the firm you always wanted.

And it all starts with a firm-wide operating system, a central hub for everything from proposals to payments to modern innovations like AI and whatever else will make your firm’s work easier. Which is precisely what Canopy is.