A quiet word.
There is no form on this page. Write when you are ready; a principal reads every message and replies personally. Everything you share is held in confidence — your clients and staff hear about a sale from you, when you decide.
Through your broker, or directly by email. Either way, your first conversation is with a decision-maker — and our founding CPA, Denis Shulga, CPA, EA, sits on the professional side of the table.
We work with brokers as a matter of course. Proof of funds is available at LOI, and our committee answers in days.
Same address, subject line “Ownership”. Tell us where you practice and what you sign.
Wilshire Intelligence Network · Los Angeles, California. If you received a message from us and would rather not hear from us again, one email removes you.