RoseRyan Helps a Small But Mighty California Nonprofit Secure $2 million From MacKenzie Scott’s Yield Giving Foundation

Philanthropist MacKenzie Scott has donated millions to nearly 80 California-based nonprofit organizations – and one of them is right here in the Central Valley.

The organization Scott donated to is called “Shine Together,” which helps young mothers break the cycle of generational poverty. They received $2 million from Scott.

MacKenzie Scott donates millions to nearly 80 organizations in California

Scott, who helped grow and establish Amazon alongside Jeff Bezos, pledged to donate half of her wealth, which Forbes estimates to be $365 billion.

Vanessa Padilla, an advocate for Shine Together, says was a teen parent herself and says being a part of this program had a positive impact on her.

“Coming into this program, I learned a lot about being more mindful of taking judgment,” Padilla said. “We talked about this in the group and said let’s not reciprocate what people are giving to you.”

The Fresno Regional Director of Shine Together, Sarah Villa, says the $2 million grant will help them develop strategic plans, increase invisibility and help them reach young parents.

Villa says the grant will help deepen the work and the capacity to support more young mothers in the Fresno community. It will also help them improve their health and wellness for themselves and their children.

Read orginal article here.

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RoseRyan Caps 30 Years in Business with Recognition as Best CPA Firm for Women and Equity Leadership as Well as a Top Workplace

RoseRyan, a ZRG company that recently celebrated its 30th year in business, has been named one of the 2023 Best Firms for Women and for Equity Leadership by the Accounting and Financial Women’s Alliance (AFWA) and Accounting MOVE Project.

The recognition occurred on the heels of RoseRyan being awarded a Top Workplaces 2023 honor for the ninth consecutive year by San Francisco Bay Area Top Workplaces, due to the finance and accounting consulting firm’s collaborative environment, values and ethics, and overall strategic direction.

“Anytime our firm’s culture and leadership are recognized, it’s gratifying, especially when the need for strong finance and accounting talent is so great for all types of organizations,” said Kathy Ryan, Chair of RoseRyan, which she founded in 1993. “We offer a unique environment for finance professionals who love variety and challenges, yet also want balance in their lives.”

The Best CPA Firms for Equity Leadership list recognizes firms with at least 31 percent women partners and principals; RoseRyan has 57 percent. The Accounting MOVE Project is the only annual benchmarking project that both counts and advocates for women in the profession. Its just released report recognized RoseRyan’s commitment to career sustainability, through skill-building opportunities and cross-functional experiences, along with increasing accessibility to leadership. RoseRyan “is showing how to create a firm of the future,” the organization reported.

“When options abound, women want to work for firms that appreciate their talents and give them opportunities to advance at a pace that fits with the rest of their lives,” said Cindy Stanley, Executive Director of the Accounting and Financial Women’s Alliance. “That’s why programs like the Accounting MOVE Project are so important to identify firms that have a history of women in leadership and offer flexible career options.”

About RoseRyan

Founded in 1993, RoseRyan is a ZRG company that offers tailored advisory expertise out of Silicon Valley. We help solve evolving companies’ finance and accounting challenges so they can take their businesses to the next level. Our deeply experienced and innovative consulting professionals integrate seamlessly with your team to bridge the gaps and unlock the potential in your organization.

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SAN FRANCISCO CHRONICLE NAMES ROSERYAN A WINNER OF THE GREATER BAY AREA TOP WORKPLACES 2023 AWARD

Campbell, California, July 10, 2023 – RoseRyan has been awarded a Top Workplaces 2023 honor by San Francisco Bay Area Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage LLC. The confidential survey uniquely measures 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.

“Earning a Top Workplaces award is a badge of honor for companies, especially because it comes authentically from their employees,” said Eric Rubino, Energage CEO. “That’s something to be proud of. In today’s market, leaders must ensure they’re allowing employees to have a voice and be heard. That’s paramount. Top Workplaces do this, and it pays dividends.”

About

Award-winning RoseRyan’s tailored advisory expertise out of Silicon Valley helps solve evolving companies’ finance and accounting challenges so they can take their businesses to the next level. Our deeply experienced and innovative consulting professionals integrate seamlessly with your team to bridge the gaps and unlock the potential in your organization.

Company Contact

[email protected], 510.456.3056

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SAN FRANCISCO CHRONICLE NAMES ROSERYAN A WINNER OF THE GREATER BAY AREA TOP WORKPLACES 2022 AWARD

Campbell, California, June 26, 2022 – RoseRyan has been awarded a Top Workplaces 2022 honor by San Francisco Bay Area Top Workplaces Top Workplaces. The list is based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner Energage LLC. The anonymous survey uniquely measures 15 culture drivers that are critical to the success of any organization: including alignment, execution, and connection, just to name a few.

“During this very challenging time, Top Workplaces has proven to be a beacon of light for organizations, as well as a sign of resiliency and strong business performance,” said Eric Rubino, Energage CEO. “When you give your employees a voice, you come together to navigate challenges and shape your path forward. Top Workplaces draw on real-time insights into what works best for their organization, so they can make informed decisions that have a positive impact on their people and their business.”

About

Award-winning RoseRyan’s tailored advisory expertise out of Silicon Valley helps solve evolving companies’ finance and accounting challenges so they can take their businesses to the next level. Our deeply experienced and innovative consulting professionals integrate seamlessly with your team to bridge the gaps and unlock the potential in your organization.

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ZRG Acquires RoseRyan, INC. – Move Expands Tailored Advisory, Interim, and On-Demand Offerings

New York, NY, April 4, 2022 – ZRG, a rapidly growing global talent advisory firm, today announced its acquisition of RoseRyan, Inc., a Silicon Valley-based provider of finance and accounting consulting solutions.

Since 1993, RoseRyan has engaged over 1,000 clients on projects including outsourced accounting for start-ups, corporate governance, interim solutions, and strategic projects such as IPO readiness, SEC reporting, financial planning and modeling, technical accounting, audit support and mergers and acquisitions. The addition substantially expands ZRG’s consulting capabilities, adding to their West Coast presence and breadth of solutions for their clients.

“We’re excited to join the growing family at ZRG,” said Kathy Ryan, Founder and Chair of RoseRyan. “Joining a global network of over 400 employees worldwide will help our team stretch further. We in turn will provide additional depth to ZRG, which means better results for RoseRyan and ZRG clients alike.”

“The nature of the workforce has evolved and having even greater bandwidth in the finance and accounting consulting sector through RoseRyan is fantastic,” ZRG CEO Larry Hartmann said. “This complements our current interim team, led by Mark Viner, and also adds important consulting capability to allow us to service a wide range of clients, who need support in accounting and HR.”

“RoseRyan is known for guiding companies to greatness, and that’s what we’re bringing to ZRG as well,” said RoseRyan CEO David Roberson. “We’re looking forward to growing our capabilities by partnering with ZRG as we continue to deliver excellent solutions when our clients need them most.”

Mark Viner, President of ZRG Interim Solutions, said: “It is a great win to add the experienced team at RoseRyan to ZRG. They bring an established, trusted, brand and a strong team. We are very happy to be working together to bring our clients the best possible service and talent.”

About ZRG

ZRG is a global talent advisory firm that is changing the way companies hire and manage talent. ZRG’s data-driven approach to executive and professional search has been changing the way clients think about how to find top talent. The company’s digital Zi platform combines talent intelligence, candidate insights, and process improvement to dramatically deliver executive searches quicker and with proven better results.

Today, with the help of private equity investor RFE Investment Partners, ZRG is among the fastest growing firms in the search industry and provides a full suite of retained search, on-demand talent, and consulting and advisory solutions across the Americas, Asia, Europe, and Australia.

About RFE Investment Partners

Founded in 1979, RFE Investment Partners is a private equity investor with a long-standing small buyout heritage and a time-tested strategy for growing businesses. RFE equips companies with the capabilities and resources to scale by leveraging the extensive operational expertise, financial acumen, and broad business network of the RFE team. Through over 75 small buyout transactions, RFE has consistently guided portfolio companies through multiple business cycles while driving value creation. RFE invested in ZRG Partners in December 2018, providing the tools and guidance needed to expand the capabilities and product offerings of the company, as well as grow the business on an international scale.

About G2 Capital Advisors

G2 Capital Advisors provides M&A, capital markets, and restructuring advisory services to the middle market. We offer integrated, multi-product, and sector-focused services by pairing highly experienced C-level executives with specialist investment bankers. We aspire to be the trusted advisor of choice to our clients including corporations and institutional investors.

Contacts:  John Mooney, Over The Moon PR, (908) 720-6057, [email protected] (ZRG);  Phillip Bergman, Senior Communications Consultant, (845) 728-3984, [email protected] (RoseRyan)

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RoseRyan Honored as a 2021 Equity Leadership Firm by Accounting & Financial Women’s Alliance

Campbell, CA., October 20, 2021 – RoseRyan, a leading provider of accounting and financial professionals/solutions for a multitude of sectors, today announced that it’s on this year’s Accounting & Financial Women’s Alliance (AFWA) Best Firms for Equity Leadership.

“We greatly appreciate and take pride in the distinction of being named by the Accounting and Financial Women’s Alliance as one of the best firms in our industry for equity leadership for women,” said Kathy Ryan, Founder and Chair of RoseRyan.

“We are a woman-founded company and from our start in 1993, RoseRyan has always been a workplace where females can thrive and achieve their professional goals.”

The pandemic provided RoseRyan with business emerging from unexpected directions, which enabled the company to accelerate leadership for rising women. Additionally, the accessibility of mentoring via virtual platforms was particularly important to equipping those newly minted leaders with strategies for success.

The Best Firms for Equity Leadership list is based on MOVE survey results and recognizes firms with at least 30 percent women partners and principals, as roughly a third is the widely recognized ‘tipping point’ for members of any identity group to have individual impact. The Equity Leadership list recognizes firms that have achieved that milestone through any combination of culture, programs, initiatives, and growth.

According to the Accounting MOVE Project, firms that entered the COVID-19 pandemic with established modes of remote work intended primarily to benefit women had a compelling advantage in the abrupt shift to remote work. With women leading many aspects of virtual business development, firms continued to promote women to senior leadership: this year, women comprise 32 percent of partners and principals at the firms that participate in the Accounting MOVE Project, up from 29 percent in 2020. Based on the report, women continue to make up just over half of total firm employees (55 percent).

The list, sponsored by the AFWA, is based on each year’s MOVE results. To earn a spot on the list, an employer must have both a proportionate number of women at most or all levels of management and proven success with the MOVE factors. The 2021 Accounting MOVE Project is available at the Accounting & Financial Women’s Alliance website https://www.afwa.org/move-project/.

About the Accounting MOVE Project

The Accounting MOVE Project is based on the MOVE methodology, developed by

research partner Wilson-Taylor Associates, Inc., which investigates the factors proven to be essential to women’s career success:

M – Money: fair pay practices;

O – Opportunity: advancement and leadership development;

V – Vital supports: work-life programs that remove barriers;

E – Entrepreneurship: operating experience for managing or business ownership

About RoseRyan

Award-winning RoseRyan’s tailored advisory expertise out of Silicon Valley helps solve evolving companies’ finance and accounting challenges so they can take their businesses to the next level. Our deeply experienced and innovative consulting professionals integrate seamlessly with your team to bridge the gaps and unlock the potential in your organization. We offer outsourced customized, on-demand and full-stack solutions, services and scalable support at every stage of a company’s life cycle: no matter the size. More than 1,000 clients – from startups to Fortune 500 companies across a range of sectors, including tech and life sciences, eCommerce, mobile, social media and more – have relied on RoseRyan’s expert advice since 1993. Our trusted guidance allows you to focus on being great at what you do. How can we transform your performance, and accelerate your progress towards success?

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RoseRyan Is Again Awarded a Spot on The Bay Area News Group’s Sought-after Top 100 Workplaces List in 2021

Campbell, Calif., September 15, 2021—For the seventh year in a row, leading Silicon Valley-based finance consulting and accounting advisory firm RoseRyan’s employees once again gave the company their vote of confidence in the coveted The Bay Area News Group’s 2021 Top 100 Workplaces staff survey.

The company secured a sought-after position on this winning workplaces list after its employees took part in the Group’s annual confidential survey that measures 15 workplace engagement drivers, including attributes such as leadership, innovation, open-mindedness and purpose.

The response rate by RoseRyan staff on the survey was 86%, and the results were published during August 2021 in Bay Area News Group supplements distributed throughout the region.

Reflecting on receiving this honor once more, Dave Roberson, RoseRyan CEO says, “Each year since 2015 RoseRyan firm has won this award by receiving consistently high ratings from its staff. This honor is no accident though: our organization’s strong culture, founded upon a set of values identified 11 years ago, has allowed our team to continue to excel, despite the challenges that 2020 presented.”

Roberson adds that besides RoseRyan’s robust company culture, it has also been able to rely on its team’s vast expertise and skilled adaptability, as well as good communication channels and a robust tech stack, which factors have all provided the sturdy foundation required to support an impressive client base since 1993.

About the Survey

In its capacity as a third party, Energage LLC—a leading provider of technology-based employee engagement tools—administered the Top 100 Workplaces list survey, which was based entirely on anonymous employee feedback.

About Energage

Energage offers a fully unified SaaS platform, plus support and professional services, to help organizations recruit and retain the right talent. As a B-Corporation founding member, Energage has committed itself to the purpose of making the world a better place to work together. Based on 15 years of culture research, the engine behind 51 Top Workplaces programs across the country, and data gathered from over 20 million employees at 60,000 organizations, Energage has isolated the 15 drivers of engaged cultures that are critical to the success of any business, and developed the tools and expertise to help organizations measure, shape and showcase their unique culture to achieve a sustainable competitive advantage. For more information, please visit www.energage.com. Follow us on Twitter @teamenergage and Facebook and LinkedIn @energage.

About RoseRyan

Award-winning RoseRyan’s tailored advisory expertise out of Silicon Valley helps solve evolving companies’ finance and accounting challenges so they can take their businesses to the next level. Our deeply experienced and innovative consulting professionals integrate seamlessly with our clients’ teams to bridge the gaps and unlock the potential in their organizations. Follow us on LinkedIn

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RoseRyan Wins Another Spot on the Bay Area’s Top 100 Workplaces List

News Release

Media contact:

Sarah Grolnic-McClurg, APR

Pounce PR

510.898.1837

sarahATpounce-pr.com

Newark, Calif., August 24, 2020—RoseRyan, a leading advisory firm that helps companies of all kinds—large and small—master their finances, has been awarded a 2020 Top Workplaces honor by The Bay Area News Group. This is the sixth year that the finance and accounting firm has made the Top 100 list.

The Top Workplaces list is based on the results of confidential employee surveys. Published yesterday in Bay Area News Group supplements found throughout the region, the Top 100 list evaluates workplace engagement based on 15 drivers.

Says Dave Roberson, CEO of RoseRyan, “At RoseRyan, we’re excited to be again on this list of winning workplaces—it reflects the positive atmosphere that we’re so proud of and springs from our strong culture. We believe that when everyone thrives, that’s when the magic happens.”

RoseRyan employees rated the firm highly for attributes such as purpose, innovation, leadership and open-mindedness. The survey’s response rate was 77%.

About the Survey

The Top 100 list is based solely on employee feedback gathered through a third-party survey administered by Energage LLC, a leading provider of technology-based employee engagement tools. The anonymous survey measures several aspects of workplace culture, including alignment, execution and connection.

Says Eric Rubino, Energage CEO, “In times of great change, it is more important than ever to maintain a connection among employees.”

Roberson adds that RoseRyan’s strong culture, based on the values identified 10 years ago, has allowed the firm to quickly adapt to the coronavirus crisis. The firm “didn’t miss a beat” when the shelter-in-place orders happened.

According to Roberson, RoseRyan’s tight culture, regular communication channels, and robust tech stack helped the firm quickly adjust to working and managing remotely. Going forward, he adds, the RoseRyan culture will continue to sustain the advisory firm as it weathers the new normal.

About Energage

Energage offers a fully unified SaaS platform, plus support and professional services, to help organizations recruit and retain the right talent. As a B-Corporation founding member, Energage has committed itself to the purpose of making the world a better place to work together. Based on 14 years of culture research, the engine behind 51 Top Workplaces programs across the country, and data gathered from over 20 million employees at 60,000 organizations, Energage has isolated the 15 drivers of engaged cultures that are critical to the success of any business, and developed the tools and expertise to help organizations measure, shape and showcase their unique culture to achieve a sustainable competitive advantage. For more information, please visit energage.com. Follow us on Twitter @teamenergage and Facebook and LinkedIn @energage.

About RoseRyan

Award-winning RoseRyan’s tailored advisory expertise out of Silicon Valley helps solve evolving companies’ finance and accounting challenges so they can take their business to the next level. Our deeply experienced and innovative consulting professionals integrate seamlessly with your team to bridge the gaps and unlock the potential in your organization. We offer outsourced customized, on-demand and full-stack solutions, services and scalable support at every stage of a company’s life cycle, no matter the size. More than 850 clients—from startups to Fortune 500 companies across a range of sectors, including tech and life sciences, eCommerce, mobile, social media and more—have relied on RoseRyan’s expert advice since 1993. Our trusted guidance allows you to focus on being great at what you do. How can we transform your performance and accelerate your progress toward success? Find out at www.roseryan.com.

 

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RoseRyan brings finance and accounting services to Astrella private market customers

Menlo Park, CA—July 23, 2020— AST Private Company Solutions™ (AST PCS) today introduced a new strategic partnership with RoseRyan, a Silicon Valley-based firm that delivers specialized finance and accounting solutions at every stage of a private company’s growth. Celebrating 27 years of business, RoseRyan is one of the most respected finance and accounting consulting firms in the San Francisco Bay Area. Companies using Astrella™ capitalization (cap) table and ownership data management platform will now be able to work with RoseRyan’s specialized finance and accounting professionals exactly when and where it’s needed. RoseRyan associates will use Astrella to support private companies who require ownership tracking and exit modeling and integrate the data into their client company’s financial reporting.

AST PCS, the Silicon Valley-based unit of ownership data management leader AST, recently launched Astrella as a transformative technology in private company shareholder management. The new cloud-based software-as-a-service platform brings together private blockchain technology, artificial intelligence (AI) and predictive analytics, and was built with an API-based ecosystem to quickly integrate with innovative providers in the private markets, such as RoseRyan.

The agreement is the latest among a group of partners that AST PCS has recently announced, including 409A valuation leaders Derivatas and Economics Partners, digital documentation and storage giant Box, private company lender Liquid Stock and private security transactions provider EquityZen. These strategic relationships deliver on a diverse array of private shareholder requirements, with common objectives including rapid data access and availability, efficient reporting workflow for private company ownership, and the best possible end-to-end user experience.

RoseRyan started in 1993 helping private companies organize their financial strategy in every stage of their lifecycle”, says Dave Roberson, Chief Executive Officer of RoseRyan.  “During every critical phase of the company, and even during economic turmoil as we are now are experiencing, companies depend on RoseRyan to provide the right level of financial expertise and support. Working with the leadership team of Astrella and their other partners, we find the same collaborative fit as we promote in our culture at RoseRyan.”

Adds AST PCS president Carine Schneider, “Private companies are sometimes so focused on building market-leading products and services that they forget how important it is to ensure their internal books and records are kept in a manner that is audit-ready. Managing cap table and equity compensation data on a secure system that was built by a team with a background working closely with auditors is an important component to ensure financial professionals can rely on the information in the system. Developing our partnership with the experienced team at RoseRyan confirms the importance they place in a system that was built for financial professionals and we look forward to servicing our joint clients together.”

About RoseRyan

Award-winning RoseRyan’s tailored advisory expertise out of Silicon Valley helps solve evolving companies’ finance and accounting challenges so they can take their business to the next level. Our deeply experienced and innovative consulting professionals integrate seamlessly with your team to bridge the gaps and unlock the potential in your organization. We offer outsourced customized, on-demand and full-stack solutions, services and scalable support at every stage of a company’s life cycle, no matter the size. More than 850 clients—from startups to Fortune 500 companies across a range of sectors, including tech and life sciences, eCommerce, mobile, social media and more—have relied on RoseRyan’s expert advice since 1993. Our trusted guidance allows you to focus on being great at what you do. Learn more at www.roseryan.com.

Tracey Hashiguchi

RoseRyan

+1 510.456.3056

[email protected]

 

About AST Private Company Solutions, Inc.

Founded in 2019, AST PCS is an affiliate of AST and is focused on serving private companies worldwide. Astrella, a cloud-based SaaS solution, allows private companies to manage their ownership data, including the cap table and employee equity plans and to connect directly with related service providers to support efficient workflow, and provide access to investors, advisors and employees. For more information, visit www.astrella.com.

Heather Dopson

AST PCS

+1 650.272.4560

[email protected]

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Former Hitachi Data Systems CEO David Roberson to Lead RoseRyan

News Release

Media Contact:
Sarah Grolnic-McClurg
Pounce PR
510.898.1837

Founder Kathy Ryan Remains Chair, Vice President Roberson Named CEO

Newark, Calif., December 3, 2019 — One year after joining RoseRyan as Vice President, David “Dave” Roberson will lead RoseRyan as CEO effective January 1. Roberson, a seasoned executive who led Hitachi Data Systems as CEO, is also the chief executive of RoseRyan subsidiary Kukuza Associates.

Kathy Ryan will transition from CEO to Chair while retaining ownership of the Silicon Valley finance and accounting consulting firm she co-founded 26 years ago.

In addition, Ryan will continue to work with clients in the field, play a large role in RoseRyan’s strategic planning and investments, and serve as Director of Bizinta, a SaaS company spun out of RoseRyan that provides a business management solution to consulting firms.

Says Ryan about the change, “Dave is a strong leader — he’s ready to lead RoseRyan as we reach for the next stage of growth, and he’s the right person to take us there. He’s extremely well versed in what makes RoseRyan unique and has a strong foundation to make it happen.”

Adds Ryan, “I’m keen to hand Dave the reins, and for RoseRyan clients, this shift in leadership roles will be seamless, given how closely we’ve worked together since Dave became part of the team.”

The Right C-suite Talent at the Right Time for RoseRyan

Roberson joined RoseRyan last January as Vice President after leading RoseRyan’s execution of the Transition Services Agreement in DigiCert’s purchase of Symantec’s web security business—RoseRyan’s largest engagement to date. In March, when RoseRyan launched Kukuza Associates, a new subsidiary that concentrates solely on the cannabis market, Roberson was named its CEO, a role he retains.

“I’m excited to lead the next chapter of RoseRyan. Our outstanding reputation, strong client base of happy, repeat customers who refer us to others, along with our defined values, are building blocks for more success,” says Roberson.

He continues, “We’ll be propelling growth across the firm’s solution areas, and we’re well positioned, given the meaningful culture and brand that Kathy and the team have created and fostered over the years. What continues to impress me about RoseRyan is its clear strengths as well as the can-do attitudes and operational savviness that our consultants bring to every engagement. The value delivered to clients is striking.”

During his time at RoseRyan, Roberson has overseen the firm’s broad array of finance and accounting solutions. Part of this oversight included developing its “rapid diagnostic” concept, which involves quickly assessing a company’s financial readiness for growth and scaling. The diagnostic tool was launched by Kukuza and then rolled out in September by RoseRyan’s Emerging Growth area.

Possessing extensive consulting and board experience as well as a law degree, Roberson was a senior vice president at HP and worked at Hitachi for 26 years. He likes to joke that he has held every C-suite title that exists.

Currently chairman of the board of Push Technology, a global API management company, he also enjoys mentoring a wide range of professionals, from budding managers to CEOs, in his free time.

About RoseRyan

RoseRyan takes dynamic companies further, faster, by delivering specialized finance and accounting solutions at every stage of your company’s growth. Versed in Silicon Valley’s rapid pace and unique business environment, our consulting firm has helped more than 850 companies since 1993. Our focus is on tech, life sciences and private equity — and our experience and expertise allow us to consult in other industries; ecommerce, mobile, internet and social media among them. Our broad solution areas focus on emerging growth, interim finance, corporate governance and strategic projects, and our RoseRyan company, Kukuza AssociatesTM focuses on cannabis accounting and finance. No matter what stage of the business lifecycle you’re at, the size of your business or the scale of your next endeavor, RoseRyan has a wide range of tailored finance solutions just when you need them to accelerate growth. Learn more at www.roseryan.com.

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