Will Bressman

So when it comes time to update your regulatory filings to make sure that you have the proper stuff filed with the various jurisdictions in which you're in, or again, that each person at the firm is following their statutory requirements to do various attestations or a lot of their ongoing obligations,

Our tools and resources provide people that that sort of built in expertise and capacity to do that, that, you know, otherwise it's probably not core to what they'd be doing on a daily basis.

Sure.

So we're sort of in the range of like five to fifteen thousand per year.

Um, it really spans the gamut.

I mean, we work with about 1800 firms and, uh, you know, in a way that's a sort of mean and median or, or, or interesting thing, both with our client set, but also the industry in general.

Um, so we do really run that gamut.

It's directionally correct.

So we did something called a search fund and

And what that vehicle is for those not familiar is basically you buy an existing business with a group of initial investors, but then don't put in additional capital going on.

So we're not following the traditional venture model of

you know, different rounds of funding.

So it really follows more of the bootstrap path where we've grown through our own sort of internal reinvestment and the money we've generated through the business as opposed to kind of tons and tons of VC rounds along the way.

Yeah, it's hard to believe it's true, but yes.

Sure, so as I said, this was really everything I had been preparing my whole life for.

Of course, yeah.

Yeah, the kind of timing for us was this was right after the financial crisis and some of those themes I was talking about before, the fragmentation of the bigger financial services, the notion of people more and more wanting to have their own sort of in the bigger economy and certainly in this industry, their own,

their own practices and businesses was a very interesting trend that my partner and I really got involved in and excited about.

My business partner actually originally was a financial advisor, so he had a lot more experience in the industry.

But then we sort of really went about canvassing the industry, trying to find a solution or type of service that really added some value to that trend, not just sort of