Professional Services & Applied Intelligence

Integrated Advisory

Built for the space between Wall Street and Main Street.

Where the work is most consequential and the right advisory is hardest to find. Serving founders and operators running $10M to $500M businesses.

Who We Are

Let's Talk

Fifteen minutes. No pitch deck. No sales pressure.

Tell us about your business. We will tell you where the leverage is, and whether we are the right firm to help you find it.

Get in Touch

Our Track Record

Ten times Inc. 5000. Twice Fortune Most Innovative.

Founded in 2012. Active across 120+ countries. Serving businesses from their first entity to their final transaction.

Awards

The Occams Way

The simplest answer is most often the right one.

We strip out what does not serve the work. No unnecessary layers between you and what matters.

Our Philosophy

Bitcoin Treasury

For founders, family offices, and corporate treasuries that view Bitcoin as a strategic reserve asset, we provide treasury strategy, custody architecture, and capital stack engineering.

Bitcoin Treasury

Our bitcoins are held in a fault tolerant multi-institutional custody.

$—

Bitcoin Treasury (USD Value)

$—

BTC/USD

$106,559.95

Avg. Acquisition Price

14.65 BTC

BTC Held

of our free cash flow

Disclaimer: All figures are in USD. Not investment, tax, or legal advice; no offer or solicitation of securities. BTC holdings shown may lag actual purchases by a few weeks.

The

Way

Through our observations and learnings, we have created a logical and sequential O.C.C.A.M.S set of Values and Principles, across Emotional, Intellectual and Physical dimensions that human beings operate in.

What Our Clients Say

Working with Occams was a fantastic experience. They were excellent communicators and came through on all of their promises. I was a little skeptical at first, as I am sure most people were, but they delivered!

Rye Nazarian

Chief Marketing

Trustpilot

4.4 | 43 reviews

Did exactly what they said they would do and they got us all this money that we didn't even know about. Very easy and pleasant experience.

Jeremy Henri

Co-founder & CTO

Trustpilot

4.4 | 43 reviews

All representatives were very knowledgeable and customer service oriented. I felt they wanted to assist me and ensure my needs were met. All my questions and concerns were addressed in a caring and professional manner.

Bennie O Brooks

Business Owner

Trustpilot

4.4 | 43 reviews

The company was clear in what they needed from us to get the application submitted, and they handled the rest. They do not get paid until you do.

Susan Szymborski

Operations Lead

Trustpilot

4.4 | 43 reviews

Great experience. All of the people I worked with were very professional and prompt in answering all the questions I had. Great job to everyone involved.

Bill Wegleitner

Managing Partner

Trustpilot

4.4 | 43 reviews