Company Performance Metrics
Venning Advisors offers full-service accounting, tax, audit, and business advisory support to individuals, small and medium-sized enterprises, governments, nonprofits, trusts, and estates. The firm specializes in tailored CPA practice transitions, guiding professionals through seamless integrations while preserving client relationships and staff
continuity. It also collaborates with wealth management firms to integrate tax-aware strategies and financial planning using AI-driven solutions. It provides structured support for business growth, regulatory compliance, operational optimization, and long‑term succession planning. Merchant’s recent strategic investment enhances Venning’s ability to partner with Registered Investment Advisor networks and expand its advisory reach.
