Strategic Advisor – CPA Channel & GTM Strategy

Strategic Advisor – CPA Channel & GTM Strategy - Smaller CPA Firms The Company and Opportunity We are building the public market infrastructure for private, lower middle market companies — combining technology and shared services to create the transparency and execution infrastructure these businesses need to access capital markets previously out of reach. We are at an inflection point. The convergence of a $5 trillion generational wealth transfer, AI-driven disruption of traditional compliance revenue, and a broken capital access market creates a narrow window to establish category-defining infrastructure for the lower middle market. We are moving quickly to capture it. Our growth strategy is built on deep, long-term partnerships with channels that already control the LMM relationship. Smaller CPA firms are our highest-priority channel — firms facing real margin pressure from AI-driven commoditization of compliance work, actively looking to expand into higher-margin advisory services. Our platform provides a ready-made suite of capital markets services these firms can offer their LMM clients — creating a significant new revenue stream and a defensive moat for their own practice. We are looking for a Strategic Advisor who understands this dynamic and can help us convert the right firms into long-term partners. The Role We are seeking a seasoned executive who deeply understands the LMM CPA landscape — the operational constraints, succession pressures, and competitive shifts reshaping smaller practices — and is willing to lend their voice and reputation to help us refine and execute our go-to-market strategy. You will serve as both a sounding board for our GTM approach and a catalyst for growth. You know that the hard sell doesn't work at the partner level. We need someone who can help us approach the right firms in the right way — ensuring our solution is positioned as a sophisticated, value-added service that solves real client problems. Your role is to ensure we are speaking the right language, targeting the right firms, and establishing credibility from the first conversation.

What You Will Do

GTM Counsel — Collaborate with our leadership team to pressure-test and refine our channel strategy. Apply your firsthand knowledge of CPA firm economics and culture to ensure our value proposition resonates at the partner level. Strategic Introductions — Leverage your trusted network to facilitate warm, high-level introductions to firm owners looking to evolve their advisory capabilities. You are not cold calling — you are making an informed introduction between partners who should be working together. Market Intelligence — Provide ongoing feedback on the challenges smaller firms face as they integrate capital markets services, helping us refine our partnership model and ensure our platform solves their real friction points. Reputational Validation — Serve as a credible, senior-level validator for our model. Your involvement signals to the market that our infrastructure is a serious, industry-relevant solution worth considering. Who You Are A respected industry veteran with a distinguished background in M&A, private capital, or executive leadership within the CPA or accounting space. A trusted advisor who guards your professional reputation carefully. You believe in the value we are creating and are comfortable putting your name behind it because you know it genuinely moves the needle for the firms you introduce us to. A strategic operator who has been in the room where decisions are made. You understand how firms navigate change and how to frame new service lines so they are adopted rather than rejected. A believer in the mission. You see the disconnect in the LMM capital markets and are motivated to help fix it — and to be part of reshaping how smaller firms serve their clients. Engagement & Compensation

• This is a strategic advisory role with compensation structured consistent with early-stage market standards — equity with success-based arrangements explored where relevant and absent conflict of interest.

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