Shepherd. Mentor. Catalyst. Those three words mean a great deal to Jim. As CEO and investment committee chairman for Percipio, the investment holding company he founded, Jim’s focus is twofold — to shepherd the capital entrusted to him by his investors and to mentor his loyal team of professionals as they seek to spur business growth.
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Consult. Conserve. Create. Those three words mean a great deal to Bill. As a co-founder and investment committee vice chairman for Percipio, Bill is passionate about problem-solving, particularly around process controls.
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Great tech + even better people = business success. Bret knows this formula is true because he has spent a lifetime proving it. Before becoming Percipio’s President and Principal, Bret built several successful businesses, including a litigation discovery company that grew to over 100 employees with $9 million in annual revenue and a client roster of large, prominent law firms.
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Relationships. Respect. Results. After a 15-year career in banking, Doug learned that success in business, regardless of industry, was based on relationships: relationships with clients and vendors built on trust, and relationships with colleagues based on respect.
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Adapt. Collaborate. Grow. As Vice President of Accounting Operations, Jim understands that growth and success come from being able to adapt to ever-changing market conditions and effectively collaborate with different personalities.
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Care. Communicate. Connect. These three “C’s” sum up Kristin Olson’s workplace values.
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Connect. Activate. Progress. Megan uses her strong strategy, management, and relationship-building skills to create connections with investors and partners to propel our business endeavors forward.
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Quality. Service. Knowledge. As the Director of Property Management for the real estate division, HD, Angel knows that a high level of customer service is the key to success.
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Accuracy. Efficiency. Reliability. Maintenance is not just the turn of a screwdriver, and Darion understands that. He consistently demands high quality workmanship from his team in a timely manner.
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Creative. Supportive. Strategic. Krystal is the Marketing Manager for Percipio Partners, LLC. She has more than 20 years of experience in all aspects of marketing.
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Plan. Execute. Evaluate. As Vice President, Financial Consulting at Percipio Partners, Nick works alongside business owners and their employees to maximize financial department efficiency and improve the overall performance of the company.
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Prepare. Perform. Produce. As Vice President at Percipio Business Advisors, Justin’s practice focus includes working with owners of privately held business from their preparation of potential mergers and acquisitions through the post-closing true ups.
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Analyze. Adapt. Achieve. As a Consulting Manager at Percipio Business Advisors, Seth specializes in working with businesses to leverage their financial assets in order to maximize business growth.
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Observe. Action. Educate. As a Consulting Manager at Percipio Business Advisors, Ben observes and recommends business activities that allow his clients to implement updated strategies that both improve efficiency and use financial assets to fuel business growth.
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Innovate. Collaborate. Motivate. As a Consulting Manager at Percipio Business Advisors, Matt works with his clients to improve and maintain effective financial processes and helps them to improve performance, plan for the future, and achieve their goals.
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Learn. Organize. Build. As a Consulting Associate in Percipio’s Finance Practice, Susan assists business owners and their staff with a wide variety of unique needs.
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Connect. Align. Focus. Mikayla joins Percipio Business Advisors as Consulting Manager, collaborating closely with some of the firm's largest clients to optimize financial systems and processes.
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Organize. Listen. Observe. As an Office Administration and Bookkeeping professional of over 20 years, Michele has a background in a variety of industries, including hospitality, non-profit, commercial real estate, and retail.
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Strategy. Execute. Grow. As President, Brian delivers on building an experienced team that drives operational growth. Additionally, his responsibilities include operational ownership, strategic planning, and execution of the firm’s companies under management. He also manages the day-to-day operations including the company’s revenue-generating businesses.
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Passionate. Caring. Motivated. Jim takes those three words seriously when working with his clients and his peers. He is passionate about making his clients better, using his background and experience.
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Relationships. Achieve. Educate. With over 20 years of experience in management and leadership, the last 11+ in staffing and employment, Gabe brings robust experience to the team.
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