Towne Advisory Services Corp.
Our mission is to enable our clients to achieve outstanding results in their businesses with objective and rigorous data analysis and valuations.
We see our clients as partners.
We listen. We communicate. We educate.
Meet Our Team
After a career as a CPA in Silicon Valley accounting firms, Ben founded Towne Advisory in 2013 dedicated to providing high-quality valuation work to a variety of businesses. He is a San Jose native and a proud SJSU Spartan, receiving the College of Business’s top award (Alpha al Sirat). He has taken leadership roles in the California Society of CPAs including serving as the President of the Silicon Valley chapter in 2010 and present service on the Forensic Services Section Steering Committee and Business Valuations Section leadership. When he’s not helping business owners reach their goals, he’s shuttling the kids around town or going to San Jose Sharks hockey games with his wife, Erika.
Alan has 15 years of experience in leading outsourced accounting teams for startups and venture capital funds. Prior to his career in outsourced accounting, he worked in Deloitte Audit and PricewaterhouseCoopers Tax. His unique experience brings a thorough approach to leading a finance team for early-stage companies in planning out all stages of growth and exit events. He takes special pride in knowing that the financial frameworks and controls that he has implemented over the years are still in place and enabling sustained business growth. His experience spans across various sectors including SaaS, FinTech, Biotech, Hardware, and CPG. Alan has a B.A. in Business Management Economics from UC Santa Cruz. In his personal life, Alan enjoys travel, scuba diving, and great teeth (his wife Janice is a dentist).
Client Success Manager
Kelly joined the TASC team August 2019 as a Business Administrator. Kelly graduated from UC Berkeley with an Economics degree and spent her early career as a retail buyer. In her spare time, she is an avid fitness enthusiast and personal trainer, and loves to travel.
Monica has over 10 years of accounting experience with a focus in manufacturing, SAAS and medical device industries. Monica has experience auditing financial statements and has also worked in the private sector. She holds a Bachelor’s Degree in Global Economics from UC Santa Cruz and a Master’s in Accounting from Cal State University East Bay. Outside of work, Monica is a proud mom of two young boys and two beagles. She has never shied away from a DIY home improvement project and actively volunteers at her community church.
Business Valuation Services
We demystify your company’s valuation process.
We dig deep and conduct comprehensive due diligence.
Start-up & 409A Valuations
409A valuation gives your company “safe harbor”.
Outsourced Accounting & Financial Services
Get CFO expertise and guidance without the full-time CFO salary.
Venture Capital Fund Admin & Valuation
Ensure that all investments are properly vetted and valued.
Exit & Succession Planning
It all starts with a simple yet profound question. “What does success look like to you?”
Outsourced Accounting for fast-growing companies
Outsourced accounting and CFO services help you stay focused on growing your business.
M&A Advisory Services
Assess opportunities and identify risks to make sure there are no skeletons in the closet.