Sharp Financial is an integrated financial management firm headquartered in Horsham, Pennsylvania. Established in 1993, the company offers a comprehensive suite of services, including business advisory, accounting and tax, investment banking, wealth management, and family office solutions. By unifying these disciplines, Sharp Financial aims to assist business owners and their families in achieving exceptional outcomes. The firm has built a reputation for providing innovative, tailored services to clients throughout the U.S. and internationally.
Key Strategic Focus
Sharp Financial's strategic focus lies in delivering integrated financial solutions that address the complex needs of entrepreneurs and business owners at all stages of the business lifecycle. The firm's core objectives include:
- Business Advisory: Offering strategic guidance to enhance business performance and growth.
- Accounting and Tax Services: Providing comprehensive accounting solutions and tax planning strategies.
- Investment Banking: Facilitating mergers and acquisitions, capital sourcing, and financial due diligence.
- Wealth Management: Developing personalized investment strategies to preserve and grow client wealth.
- Family Office Solutions: Managing the financial affairs of high-net-worth families with a holistic approach.
By integrating these services, Sharp Financial positions itself as a one-stop solution for clients seeking cohesive financial management.
Financials and Funding
As of the latest available data, Sharp Financial has an estimated annual revenue of approximately $6.7 million, with a revenue per employee of $168,000. The firm employs around 40 professionals and experienced a 38% growth in employee count over the past year. Specific details regarding funding history and notable investors are not publicly disclosed.
Leadership Team
Sharp Financial's leadership team comprises experienced professionals dedicated to delivering integrated financial solutions:
- Michael Sharp: Founder & Chairman.
- Vincent Rogusky: Chief Executive Officer.
- Isaac Lepro: Chief Operating Officer.
- Patrick Laphen: Managing Director.
- Kevin Henry: Managing Director, Accounting & Tax.
- Paul Newman: Partner, Accounting & Tax.
These leaders bring a wealth of experience in financial management, ensuring the firm's commitment to client success.
Competitor Profile
In the integrated financial services sector, Sharp Financial faces competition from firms offering similar comprehensive solutions. While specific competitors are not listed in the available data, the firm's unique integration of business advisory, accounting, investment banking, wealth management, and family office services distinguishes it in the market.
Strategic Collaborations and Partnerships
Details regarding Sharp Financial's strategic collaborations and partnerships are not publicly disclosed. The firm's integrated service model suggests a collaborative approach within its internal divisions to provide seamless solutions to clients.
Operational Insights
Sharp Financial's integrated approach offers a distinct competitive advantage by providing clients with a cohesive suite of services under one roof. This model enhances efficiency, communication, and strategic alignment, setting the firm apart from competitors that may offer more fragmented services.
Strategic Opportunities and Future Directions
Looking ahead, Sharp Financial is well-positioned to capitalize on the growing demand for integrated financial services. By leveraging its comprehensive service offerings and experienced leadership team, the firm can continue to expand its client base and explore new markets. Emphasizing technological advancements and personalized client experiences will further strengthen its market position.
Contact Information
For more information about Sharp Financial and its services, please visit their official website:
Note: Specific contact details such as address, phone number, and email are omitted to maintain privacy.
