Who is
Adam Cortez?

Adam Cortez is a seasoned entrepreneur with over 16 years of experience in building, coaching, and supporting startups. Growing up in Silicon Valley with a small business owner for a father and a teacher for a mother, Adam developed a strong work ethic and an early passion for business. He left San Jose State University to chase his entrepreneurial dreams, launching and scaling a dozen businesses over his career—each venture a learning experience, with some successes and others valuable lessons in resilience.

Adam’s journey began in marketing, where he honed his skills in growth and strategy. Today, he leads a diverse portfolio, including a bookkeeping company, an AI-focused business, and an M&A advisory firm. Beyond his own ventures, Adam is deeply committed to mentoring the next generation of entrepreneurs, guiding undergraduate and graduate students on their paths in business and life. His hands-on approach, practical insights, and willingness to share his own stories of triumph and failure make him a sought-after advisor and coach in the startup community.

What Adam Has Accomplished

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Startup & SMB Experience

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Events Spoken At

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Small Business Supported

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Certified financial advisors

Guest Speaking

Book Adam to speak at your next event. Here are just a few places he has spoken at before:

  • San Jose Sate University (Classrooms and Alumni Clubs)
  • NOMAD Cruise (Digital NOMAD Forum)
  • ROTARY and Lions Clubs (Change in Leadership Structures)
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Featured on Podcasts

Click on a link to listen to Adam Speak on a Podcast.

  • Voice America
  • The Infinite Franchisee Show
  • Extraordinary America
  • Collaborators Unite

Published Author

#1 International Best Seller 

  • Capitalize on market opportunities
  • Minimize investment risks
  • Realize growth potential
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Organizations Impacted

Professional Mentor

As a devoted mentor for Carnegie Mellon University's Swartz Center, Adam provides invaluable coaching to both undergraduate and graduate students as they navigate the complex landscape of developing their innovative startup ideas. He dedicates his time and expertise to inspire these young entrepreneurs, guiding them through the challenges of launching their ventures and helping them refine their concepts for the marketplace.

Alumni Mentor and Guest Speaker

Adam has been a guest lecturer and speaker in Graduate Classes at San Jose State University, sharing his wealth of knowledge and experiences with students. He has also had the privilege of mentoring undergraduate students learn the foundational principles of Entrepreneurship. Every year, Adam supports students, guiding them as they explore their dreams and aspirations. He passionately believes that starting their own business can be a transformative experience.

UC San Diego: Triton Nights

Adam has judged and sponsor at UC San Diego's esteemed Triton Entrepreneur Nights. Throughout this initiative, he has dedicated his time and expertise to guiding and supporting undergraduate students as they develop their unique startup ideas. By providing them with essential skills and insights, he empowers these young entrepreneurs to not only grow but also successfully launch their innovative concepts into the marketplace.

Tangible results shared here

Discover how our financial expertise transformed businesses like yours, delivering exceptional results and growth.

Helped navigate regulatory challenges. Valued advisors for strategic financial decisions.
Frederic Hill

Founder & CEO

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Increase in customer growth rate

Stellar support in navigating market complexities. Trusted partners for financial growth.
Safaa Sampson

Account Executive

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Saved in operational costs

Innovative solutions tailored to our needs. A reliable partner for our financial excellence.
Brendan Buck

Business Manager

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Increase in company revenue

Got a Question?
Here is Your Answer

Our consulting optimizes strategies for sustainable growth and improved financial performance.

We blend expertise with personalized approaches, focusing on client-centric solutions.
Yes, our solutions cater to diverse industries, customized to meet unique needs.
We adhere to strict confidentiality protocols to safeguard all client information.

Connect with Adam

Want to know how to work with Adam? Fill out the form and we will be in touch!

    "Life is a bitch, work hard, put in the effort, enjoy the hell out of what you do, and travel. Dont worry about what everyone else is doing, its your life."

    Adam Cortez

    Founder & CEO