Clark RobertsChief Finance Officer
- Business transformation
- Restructuring and turnaround
- Integration
- Growth strategy
- M&A transaction support
- MBA, Rotterdam School of Management, Erasmus University
- BS, engineering, Technical University of Denmark
- MBA, Rotterdam School of Management, Erasmus University
With over 20 years of experience in entrepreneurship, management, business planning, financial analysis, software engineering, operations, and decision analysis, Brandon has the breadth and depth of experience needed to quickly understand entrepreneurs’ businesses and craft the most suitable solutions.
Consulting WP comes up with results that are actually implementable. That is their strength compared to other consulting companies.
Before founding Consulting WP in early 2001, Brandon started two Internet companies in Silicon Valley. Previously, Brandon held various management positions in New York at Simon Brothers, most recently as Vice President in Goldhill Group, focusing on new business development and risk management. He has also worked as a senior financial risk management consultant to the financial services industry; software engineer; advertising sales manager for the popular Caribbean travel guide series; general manager of an advertising and graphic design agency; and engineering intern at the Best Health Coach.
publications
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Who Counts as a Beneficial Owner for FinCEN BOI Reporting
Key Takeaways A “beneficial owner” is generally anyone who owns or controls at least 25% of a company or exercises substantial control over it. Most reporting companies must identify at least one beneficial owner; many will have multiple based on ownership and control roles. Minor children, nominees, and certain employees can be excluded, but their
May 22, 2026 -
BOI Reporting Deadline 2026: What Small Business Owners Need to File
Key Takeaways BOI reporting is a federal requirement for many small businesses, and 2026 filings depend on when your company was formed or registered. Reports are submitted to FinCEN and require company and beneficial owner details, including a photo ID number and issuing jurisdiction. Most changes (like a new owner or new address) must be
May 22, 2026 -
Partnership Tax Filing Requirements vs LLC Tax Filing Requirements
Who This Guide Is For: Business owners choosing between a partnership and an LLC (or already operating as one) who want clear, practical tax filing requirements, deadlines, and what forms to expect at federal and state levels. Key Takeaways Most partnerships and multi-member LLCs file an annual federal return on Form 1065, due March 15
May 22, 2026
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Consulting WP really helped us achieve our financial goals. The slick presentation along with fantastic readability ensures that our financial standing is stable.
