In this episode, Inc. executive editor Diana Ransom chats with Anupam Satyasheel, the founder of Occams Advisory. Ranked No. 1,804 on the 2024 Inc. 5000, the company has made the list eight times in the past nine years.

Occams is a financial advisory firm bringing Fortune 500-level expertise to smaller businesses and partnering with clients through their business life-cycle. Anupam tells Diana how the idea came to him to start the company, which included building deeper know-how in the tax credit space and starting a book club.