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The three practices
Business AcceleratorYour numbers, clear every month Buying & Selling BusinessesBuy or sell a business, with the homework done AI Intelligence SuiteRepetitive work, off your plate
Dedicated practice
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Our story

The numbers are
never just numbers.

Behind every business is a family, a livelihood, and years of work. ClarIQ was built to protect what the numbers represent.

Read our story
The damaged storefront after the fire: the door frame blown out, debris across the sidewalk, and the shop sign still in place. 01 / 03
The beginningOur family’s store, after the fire.
The family store after the fireNew York
Founded onFirsthand experience
Built inNew York
Structured asFamily run

01 The foundation

My parents came here with nothing and spent twenty years building a business from the ground up.

I grew up helping at the store. It was where I learned what running a business actually looks like: long days, constant decisions, and a great deal of responsibility resting on one family.

02 The turning point

When the store burned down, it was devastating. We did not just lose a business. We lost something my dad had spent years building, and something that had been part of my life since I was a kid.

“I knew I did not want to simply recreate what we had lost. I wanted to build something stronger.”

03 The next chapter

Before starting ClarIQ, I advised private equity firms and banks, and worked alongside CFOs, bankers, and investors. I also spent years in AI, machine learning, and data analytics. I saw the level of financial insight and technology available to large organizations.

Most growing businesses never get access to those resources, even though the decisions they make can be just as important, and much more personal.

That is why I started ClarIQ: to make that expertise practical, useful, and easier to understand. Not to overwhelm owners with reports or jargon, but to help them read the numbers, make better decisions, and build businesses ready for what comes next.

Nan

Founder, ClarIQ Advisory

01

What we believe

Clarity helps you make the call.

Technology can do the heavy lifting. But judgment, accountability, and trust remain human. Every client deliverable is reviewed by a person before it reaches you.

01Machines do the heavy lifting.
02People apply the judgment.
03You get clarity, not complexity.

What that work became

Built for decisions that carry weight.

Three focused practices. Each gives growing businesses the rigor, visibility, and support usually reserved for much larger firms.

Family runTechnology enabledHuman reviewed

A clearer way forward

The next decision is yours.
You do not have to make it alone.

If that sounds like what your business needs, the first conversation is free. There is nothing to prepare and no hard sell.

How we review and correct our work

ClarIQ maintains the guides on this site. Nan leads the firm, with experience advising private equity firms, banks, and CFOs. Read the founder story. Educational pages do not replace advice on your records.

Financial explanations identify their assumptions. Acquisition rules link to the dated rule review log. A publication or update date is not a claim that an independent professional has certified the page.

Client advisory work includes a named reviewer agreed in the engagement. Samples show the review steps without pretending to be completed client work. Where an accountant, lawyer or lender must decide, the deliverable says so.

To report an error, email hello@clariqadvisory.com with the page and the disputed statement. We check the source, correct confirmed errors and record material rule changes in the public review log.