# Occams Advisory

> Occams Advisory is a Sarasota-based professional services and applied-intelligence firm serving small and middle-market businesses. It combines strategy, finance, operations, tax, transaction advice and digital capabilities, with recurring Occams OS subscriptions and separately scoped engagements.

- **Founded:** 2012
- **Headquarters:** Sarasota, United States
- **Founders:** Anupam Satyasheel (Founder & Group CEO)
- **Products:** Occams OS, Strategy & Advisory, Foundation & Operations, Capital Markets & Investment Banking, Tax Strategy & Specialty Credits
- **Notable:** Inc. lists ten Inc. 5000 appearances from 2016 through 2026, with no appearance shown for 2022., Ranked No. 798 on the 2025 Inc. 5000 and No. 3,454 in 2026., Inc. lists 2023 and 2024 Power Partner awards and a 2025 Best Workplaces recognition.

## Products & services

- **Occams OS** — Recurring advisory subscription with a named relationship lead; published monthly tiers from $3,500 to $22,500, plus a custom Enterprise engagement.
- **Strategy & Advisory** — Board counsel, scenario planning, capital structure, succession and strategic decisions.
- **Foundation & Operations** — Entity structuring, accounting, reporting, operational processes and fractional finance support.
- **Capital Markets & Investment Banking** — Debt and equity capital raising, sell-side and buy-side M&A, and transaction execution.
- **Tax Strategy & Specialty Credits** — R&D credit studies and documentation, tax planning, and resolution or defense of existing ERC claims.
- **EquiPay** — In-house payment orchestration and merchant management, including bank and gateway connections, risk controls and reporting.
- **Digital Advisory** — Digital revenue diligence and reviews of acquisition costs, retention, channel economics and marketing efficiency.
- **Occams AI** — Applied-intelligence offerings referenced in the firm’s commercial strategy; access varies by Occams OS tier.

## Achievements

- Inc. lists ten Inc. 5000 appearances from 2016 through 2026, with no appearance shown for 2022.
- Ranked No. 798 on the 2025 Inc. 5000 and No. 3,454 in 2026.
- Inc. lists 2023 and 2024 Power Partner awards and a 2025 Best Workplaces recognition.
- Fortune lists the company among America’s Most Innovative Companies in 2023 and 2026.

## Latest updates

- **2026-07** — Appointed Robin Green Chief Revenue Officer, covering OccamsOS, Occams AI, advisory and fractional-CFO services, tax and investment banking.
- **2026-09** — Published “Your R&D Spend Could Be Worth More in 2026. Can You Prove It?” on September 16.

## Links

- Website: https://www.occamsadvisory.com/
- LinkedIn: https://www.linkedin.com/company/occamsadvisory
- Twitter/X: https://x.com/occamsadvisory
- YouTube: https://www.youtube.com/@occams_advisory
- Instagram: https://www.instagram.com/occams_advisory/
- Facebook: https://www.facebook.com/OccamsAdvisory/
- TikTok: https://www.tiktok.com/@occamsadvisory

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Profile page: https://yespress.io/occams-advisory
Published by YesPress — https://yespress.io
Last updated: 2026-10-26