Kurtis Speer, CPA, CMA

Managing Director

Kurtis Speer is a Managing Director in our Advisory Services Department. He joined the firm in 2025. A trusted and strategic advisor, Kurtis brings deep expertise and a collaborative approach to founder-led and lower-middle market companies. His work focuses on helping entrepreneurial and family-owned firms make pivotal decisions, achieve long-term goals, and build enduring legacies.

With a career spanning investment banking, executive leadership, and public accounting, Kurtis offers seasoned guidance on mergers and acquisitions, capital raising, and succession planning. His broad perspective and hands-on experience enable him to understand and navigate the complexities businesses face at every stage of growth.