Skip to content
ClarIQ Advisory
Book a call
ClarIQ Advisory
The three practices
Business Accelerator Buying & Selling Businesses AI Intelligence Suite
Dedicated practice
AI for finance firms Book a call

Home / About us

About ClarIQ

Why I Started ClarIQ

ClarIQ started with my family’s business.

Family runBuilt in New YorkThree practices, one brand

The damaged storefront after the fire: the door frame blown out, debris across the sidewalk, and the shop sign still in place.
The store after the fire

My parents came here with nothing and spent about twenty years building it 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 lot of responsibility resting on one family.

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.

When we opened a new store, I knew I did not want to simply recreate what we had lost. My dad built the original business. Now, I am taking what he started and building something stronger, with better systems, better information, and a clearer plan for the future.

Before starting ClarIQ, I spent years consulting for private equity firms and banks, and working with CFOs, bankers, and investors. I also spent years working in AI, machine learning, and data analytics. Through that work, I saw the level of financial insight, technology, and support available to larger organizations. Most growing businesses never get access to those same resources, even though the decisions they make can be just as important and much more personal.

That is why I started ClarIQ. I wanted to bring what I had learned to businesses like ours and make it practical, useful, and easier to understand. The goal is not to overwhelm owners with reports or jargon. It is to help them understand their numbers, make better decisions, and build businesses that are stronger and better prepared for what comes next.

Our new store is where this work becomes personal for me. I am using ClarIQ to help rebuild my family’s business, carry forward what my dad started, and create its next chapter in my own way. That is also why ClarIQ is family run, and why it will stay that way.

Nan, Founder of ClarIQ Advisory

What that work became

Three practices under one brand, each one built from something larger firms already had and growing businesses did not.

The flagship

Business Accelerator

The monthly finance service: a live dashboard, the monthly close, a cash flow forecast, and a board-ready memo, with a human reading every number before it reaches you.

See the practice

Deals

Buying & Selling Businesses

Somebody on your side of the table when a business changes hands: what it really earns, whether it can afford its own purchase, and a written read before you sign anything. Paid by you and only you: no commission, no hourly meter, no fees from lenders.

See the practice

Systems

AI Intelligence Suite

The manual work that eats an owner’s week, moved onto systems a human reviews before anything reaches you or your customers.

See the practice

Family run.Machines do the heavy lifting.A human reviews client work before it ships.See how this firm runs on its own services

And I want other owners to have what my dad did not: somebody on their side of the table who can read the numbers with them.


If that sounds like your business, the first conversation is free and there is nothing to prepare.