The capital, the backers, and the playbook.
Wilshire Intelligence Network is seeded by S16, a venture fund backed by more than two hundred technology founders.
The network includes founders and investors from Perplexity, Synthesia, Miro, Intercom, Goldman Sachs, Sequoia Capital, Iconiq Capital, and DST, through the portfolio companies, exits, and founder-investor relationships of S16 and its partners. No sponsorship or endorsement of WIN is implied.
More than twenty-five agencies acquired with their original brands retained, margins improved two- to three-fold with AI-supported operations, and a $170M Series B raised in 2026.
Multiple firms acquired and integrated, with routine payroll and bookkeeping automated under professional review, staff redeployed to advisory, and owners staying through the transition.
Case-study results relate to other operating companies and are not a guarantee of outcomes.
Buy an established practice and pair it with a practicing CPA who becomes its owner, automate the routine work under CPA review so the staff can move up-market, and keep the name on the door.
Denis Shulga, CPA, EA
Denis is a practicing tax and accounting professional and the principal of VistaTax, a California practice serving individuals and closely held businesses. His own work is the work the practices we acquire are built on: individual and business tax preparation, tax planning, bookkeeping, financial reporting, and payroll.
As WIN’s founding CPA, Denis anchors the licensed side of the structure. Every firm we acquire operates under CPA ownership and full professional control, and a practicing CPA sits at the table for every transition.
Start with a conversation
Book a call with our CPA team, reach us through your broker, or send a note. The first conversation is confidential and commits you to nothing. Prefer email? [email protected].