Occams Advisory
Categories
Consultants - Management
Hours:
Mon–Fri 9:00 AM–6:00 PM PT; evenings and weekends by appointment
About Us
Occams Advisory is a professional services and applied intelligence firm helping Long Beach business owners run smarter, grow faster, and exit stronger. Founded in 2012 by Founder & CEO Anupam Satyasheel, a Long Beach resident and former Wall Street executive, we serve owner-led companies from the port and logistics corridor to Downtown, Bixby Knolls, and Belmont Shore. Our OccamsOS subscription platform gives small and mid-sized businesses on-demand access to fractional CFO, tax strategy, growth, and AI-enabled advisory expertise at a fraction of full-time cost. Occams M&A guides owners through succession and sale, and Occams.ai brings practical AI tools to everyday operations. Recognized ten times on the Inc. 5000 and six times among the Financial Times' fastest-growing companies in the Americas, we bring institutional-grade capability to Main Street. We look forward to partnering with fellow Chamber members and investing in Long Beach's business community.
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Highlights
- Fractional CFO, tax strategy, and growth advisory on subscription through OccamsOS — no full-time hire required
- Occams M&A guides Long Beach owners through succession, valuation, and sale — from deal readiness to close
- Occams.ai brings practical AI to everyday operations for small and mid-sized businesses
- Partner program for CPAs, attorneys, and wealth advisors who refer clients — revenue share included
- Book a complimentary 30-minute consultation
