KnowFully Learning Group: Comprehensive Company Profile

Background

Overview

KnowFully Learning Group, established in 1985 as Surgent McCoy CPE, LLC, is a leading provider of continuing professional education, exam preparation courses, and digital learning solutions across the accounting, finance, and healthcare sectors. The company offers a diverse range of educational resources designed to support professionals in obtaining and maintaining certifications, fulfilling continuing education requirements, and staying informed about industry developments throughout their careers.

Mission and Vision

KnowFully's mission is to deliver engaging, innovative, and timely learning solutions that empower accounting and finance practitioners, as well as healthcare and medical providers, to enhance their knowledge, stay ahead in their fields, and improve outcomes for their clients and patients. The company's vision is to be a comprehensive educational partner, offering a continuum of learning experiences tailored to individual needs, from live and digital sessions to gamified and micro-learning formats.

Primary Area of Focus

The company's primary focus is on providing high-quality, accessible, and flexible educational solutions that cater to the evolving needs of professionals in the accounting, finance, and healthcare industries. By leveraging advanced technologies and diverse instructional methods, KnowFully aims to enhance professional development and support career advancement.

Industry Significance

KnowFully holds a significant position in the professional education industry, particularly within the accounting, finance, and healthcare sectors. Its extensive portfolio of brands and educational offerings has served over a million professionals, reflecting its impact and reach in enhancing professional competencies and supporting lifelong learning.

Key Strategic Focus

Core Objectives

KnowFully's strategic objectives include expanding its portfolio of educational brands, enhancing the quality and accessibility of its learning solutions, and fostering innovation in educational delivery to meet the diverse needs of professionals across various industries.

Specific Areas of Specialization

The company specializes in delivering continuing professional education and exam preparation courses, with a strong emphasis on accounting, finance, and healthcare education. This specialization enables KnowFully to provide targeted and relevant educational content that addresses the specific requirements and challenges faced by professionals in these fields.

Key Technologies Utilized

KnowFully employs a range of advanced technologies to deliver its educational content, including:

• Adaptive Learning Platforms: Utilizing artificial intelligence to personalize learning experiences and improve engagement.

• Digital Learning Solutions: Offering online courses and resources that provide flexibility and accessibility to learners.

• Gamification Techniques: Incorporating interactive elements to enhance learner engagement and retention.

• Data Analytics: Leveraging data to assess learning outcomes and continuously improve educational offerings.

These technologies enable KnowFully to deliver high-quality, personalized, and effective educational experiences to its diverse learner base.

Primary Markets or Conditions Targeted

KnowFully primarily targets professionals in the accounting, finance, and healthcare sectors, offering educational solutions that cater to their specific needs for certification, continuing education, and professional development. The company's offerings are designed to address the dynamic and evolving demands of these industries, ensuring that professionals remain competent and informed throughout their careers.

Financials and Funding

Funding History

KnowFully is backed by NexPhase Capital, LP, a thematic and operationally focused private equity firm that invests in lower middle-market growth-oriented companies within the consumer, healthcare, and software sectors. The specific details of KnowFully's funding history, including total funds raised and specifics of recent funding rounds, are not publicly disclosed.

Notable Investors

NexPhase Capital, LP is the primary investor in KnowFully Learning Group. NexPhase is known for partnering with companies that have reached a growth inflection point and are seeking a value-added partner to help navigate the company's "next phase."

Intended Utilization of Capital

While specific details regarding the utilization of capital are not publicly disclosed, it is evident that KnowFully has strategically invested in expanding its portfolio through acquisitions, enhancing its technological infrastructure, and developing innovative educational solutions to strengthen its market position and service offerings.

Pipeline Development

Key Pipeline Candidates

KnowFully's pipeline development is characterized by strategic acquisitions aimed at expanding its educational offerings and market reach. Notable acquisitions include:

• EfficientCME: Acquired in March 2025, EfficientCME is an innovative provider of continuing education for healthcare professionals, enhancing KnowFully's Medical Education Division.

• EMT & Fire Training Inc.: Acquired in September 2022, this company offers EMT and AEMT certification training, contributing to KnowFully's healthcare education portfolio.

• MasterCPE: Acquired in March 2022, MasterCPE is an online provider of continuing professional education courses for accounting and finance professionals, expanding KnowFully's accounting and finance education offerings.

Stages of Clinical Trials or Product Development

As an educational services provider, KnowFully does not engage in clinical trials or product development in the traditional sense. Instead, the company focuses on developing and enhancing educational programs and platforms to meet the evolving needs of professionals in its target sectors.

Target Conditions

KnowFully's educational programs are designed to address the specific requirements of professionals in the accounting, finance, and healthcare sectors, including:

• Certification Preparation: Courses and resources to help individuals prepare for professional licensure exams.

• Continuing Education: Programs that fulfill mandatory continuing education requirements for maintaining professional credentials.

• Professional Development: Educational content aimed at enhancing skills, knowledge, and competencies relevant to each sector.

Relevant Timelines for Anticipated Milestones

While specific timelines for upcoming educational initiatives or program launches are not publicly disclosed, KnowFully's recent acquisitions and strategic developments indicate a continued focus on expanding and enhancing its educational offerings to meet the needs of its professional audiences.

Technological Platform and Innovation

Proprietary Technologies

KnowFully has developed and integrated several proprietary technologies to enhance its educational offerings, including:

• Adaptive Learning Platforms: Utilizing artificial intelligence to personalize learning experiences and improve engagement.

• Digital Learning Solutions: Offering online courses and resources that provide flexibility and accessibility to learners.

• Gamification Techniques: Incorporating interactive elements to enhance learner engagement and retention.

• Data Analytics: Leveraging data to assess learning outcomes and continuously improve educational offerings.

Significant Scientific Methods

KnowFully employs instructional design methodologies that incorporate evidence-based practices to create effective and engaging educational content. These methods are tailored to meet the diverse learning styles and needs of professionals across various sectors.

AI-Driven Capabilities

The company's use of artificial intelligence in its adaptive learning platforms allows for personalized learning experiences, enabling learners to progress at their own pace and focus on areas where they need the most improvement. This AI-driven approach enhances engagement and effectiveness in the learning process.

Leadership Team

Executive Profiles

• Matthew Wertz: Chief Executive Officer

Mr. Wertz brings decades of experience leading businesses across the educational travel and experiential learning space. Prior to joining KnowFully, he served as Chief Business Officer at WorldStrides and CEO of Explorica. He was appointed CEO of KnowFully in June 2023.

• Matt Bricker: Chief Technology Officer

Mr. Bricker oversees the technological strategy and development at KnowFully, ensuring the company's educational platforms are innovative and effective.

• Jenny Brown: Chief People Officer

Ms. Brown is responsible for leading human resources initiatives, fostering a positive organizational culture, and supporting talent development within the company.

• Amy Burmeister: Executive Vice President, Healthcare Education

Ms. Burmeister leads the healthcare education division, overseeing the development and delivery of educational programs for healthcare professionals. She joined KnowFully in November 2020.

• Elizabeth Kolar: Executive Vice President, Accounting and Tax Education

Ms. Kolar is responsible for the accounting and tax education division, ensuring the company's offerings meet the professional standards and needs of accounting and tax practitioners.