— Who we are —
Two operators.
Thirty years of craft.
We started TAP because we kept meeting founders who were brilliant at their craft and starving for a finance partner who spoke their language. So we became that partner.
Fifteen-plus years in financial advising and planning, with deep expertise across healthcare practices, behavioral health, and multi-location services businesses. Colby reads a P&L the way most people read a novel — looking for the story underneath the numbers.
— What we believe —
Four principles.
Hands-on partnership
We don’t deliver decks. We embed. Your CFO seat is filled by a named partner who picks up the phone.
Small-business commitment
We’re a small business ourselves. We’ll never treat you like an underperforming account in someone’s portfolio.
AI as leverage, not replacement
We use AI to do what AI does well — scale, speed, pattern-matching — so human judgment goes further.
Finance as catalyst
Finance is the catalyst, not the constraint. We build the infrastructure that makes your next move obvious.
— The intersection —
Three decades of Fortune-500 craft, small-business economics, and AI as a force multiplier.
That intersection is the whole product.