Like most great Accounting firms, Vertical Advisors was formed by a CPA that spent many years working at the large global Accounting firms. That CPA is Peter DeGregori. Mr. DeGregori wanted to provide a similar service that the BIG CPA firms provide, but to the owners of small to mid-size businesses (the middle market). These size company’s have typically never experienced this level of service. Mr. DeGregori saw trends that the middle market industry was missing out on large opportunities due to a lack of qualified advisors.

Mr. DeGregori knew that the middle market could benefit tremendously from this integral level of service, thus, creating Vertical Advisors, LLP. Vertical Advisors reformulated the big accounting approach specifically for the middle market and the affluent individuals. Vertical Advisors provides a unique and innovative approach to accounting, tax, business, financial and advisory services.