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About : Welcome

Epic Advisors is a global business consultancy

 dedicated to helping high-growth

technology companies, private equity

and venture capital firms, dramatically increase enterprise value. 

About : Services
Core Services

Epic Advisors applies a sharp focus on high-growth B2B SaaS companies to drive exponential results for clients

across global markets.

Commercial Operations
Designing organizations for success.

Companies have different structural needs at various stages of their growth curve. Whether a business currently operates in a local market or is quickly developing a broader global footprint, having the right commercial strategy and leadership in place is critical. We apply operational best practices to ensure resources are aligned and results are optimized every step of the way.

Go To Market Strategy
Scaling for profitable growth.

Balancing the yin and yang of Go To Market (GTM) functions can pose a big challenge for high-growth companies striving to expedite their market traction. Knowing what to prioritize and how to evaluate what methods are working at any given point requires experience and analysis. We leverage 20+ years of domain expertise to develop GTM frameworks that position companies for sustained growth.

M&A Guidance
Maximizing value. Mitigating risk.

Determining the optimal timing and structure of capital investments is just one variable in a company’s growth equation. Stakeholders rely on our thoughtful investment selection, due diligence, deal structuring, negotiation strategy, and executive support to mitigate risk and produce meaningful outcomes. 

Supporting Services

Customized solutions for every stage of growth. 


Financial Analysis

Thorough assessment of finance, operations, systems and processes to identify corporate risks and evaluate strategic opportunities. 


Executive Coaching


Candid and empathic C-level support to help committed executives achieve their personal and professional goals: Strategy, Leadership, Conflict Resolution. 


Investor & Media Relations


Practical PR guidance, messaging, and communications expertise to support corporate brand strategy in key channels. 

What people are saying

"I’ve known Carla [Epic Advisors] for years...she's always been a pleasure to collaborate with and eager

to add value with connections, knowledge, and insights.” 

Riverside Acceleration Capital, Jonathan Drillings

About : Contact

Contact Us

Thanks! We’ll be in touch soon.



+ 1 415-449-4846


751 E. Blithedale Avenue

PO Box 2609
Mill Valley, CA


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