A Year of Big Wins: OLarry’s Journey So Far

As 2024 winds down, we’re hitting pause (just for a moment!) to celebrate an incredible year. OLarry’s founding year has been nothing short of extraordinary—packed with growth, milestones, and moments that made us say, “Wow, we did that!” Let’s take a walk down memory lane and revisit the highlights that defined our journey.

Fueling our Growth: Securing Equity Funding for Growth

We successfully closed a venture funding round, bolstered by debt financing from our trusted partners. This critical support has powered our mission, helping us launch key initiatives and turbocharge the rollout of our software. 

Expanding Our Reach: Strategic Acquisitions

We extended our footprint with not one but two major acquisitions! Branton, de Jong & Associates (San Jose, CA) and Byrne, Seligman & Co., Inc (San Mateo, CA) joined OLarry, expanding our professional capabilities and client network. The result? A bigger footprint and even bigger opportunities to make an impact.

Defining our Roadmap: Technology & Business Model 

We’ve defined our technology roadmap, designing and implementing a fully customized tech stack that integrates seamlessly across teams and clients. The result? Streamlined operations, enhanced communication, and elevated client experience ensuring we deliver exceptional value with every interaction. Plus, we introduced unlimited advisory and subscription billing, making tax season much less stressful for everyone.

Remarkable Growth: Our Clients and Team

Our dedication to excellence has resulted in a vibrant client base across the United States. Today, we proudly serve:

• 2,000+ individuals and families
• 650+ businesses, covering everything from Corporations, LLCs and Non-profits
• 350+ other entities, including trusts and estates 

All this growth underscores the trust our clients place in us and highlights the value we bring to their lives. Our fantastic U.S. based team delivers unmatched service across industries. Together, we’re building a premium, trusted brand and uncovering an underserved market of cash-flowing entities that deserve something better.

Delivering Big Wins: Client Savings

We don’t just crunch numbers; we deliver real results. Here’s how we made an impact this year:

• Tax Savings Through Entity Optimization: OLarry helped multiple clients save over $10,000 in taxes by converting their sole proprietorships into S-corporations.
• Strategic Tax Planning for Long-Term Gains: OLarry facilitated the conversion of an S-corporation into a C-corporation via an F Reorganization. This move positioned our client to qualify for QSBS treatment upon the eventual sale of their business, unlocking a potential tax savings of over $2.3 million.
• Real Estate Tax Strategies: OLarry advised real estate clients on cost segregation studies and changes in accounting methods, accelerating thousands of deductions to the near term. This strategy delivered recurring tax savings of over $5,000 annually for the next 15 years.

These examples reflect our commitment to delivering strategies that drive meaningful benefits customized to our client’s financial goals.

Pouncing into 2025

With these accomplishments in our rearview mirror, we’re roaring ahead to 2025 with even greater momentum. Our commitment to innovation, client success, and building lasting partnerships is stronger than ever.

We’re eager to connect with new partners and explore exciting opportunities. Let’s collaborate to make 2025 a year of shared success!