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Glenn Burdette

Mission Statement Each day we make a personal commitment to go beyond - build deeper relationships, provide innovative solutions, work collaboratively as a team, serve our community, and be active stewards for the future of Glenn Burdette. Commitment to Service Accounting is often called a numbers business, but we view it as a service business. We are deeply committed to serving our clients, who are responsible for our success; our employees, who are the heart and soul of our firm; and our community, where we make our homes, raise our families and participate in activities that enrich our lives. Dedication to Clients Our goal is to go above and beyond for our clients, creatively applying our expertise and experience to meet their individual needs. We help them seize opportunities today, and offer solutions for their challenges ahead. We serve a diverse base of large, middle-market and small owner-managed businesses in a wide range of industries, and we are also proud to serve a number of nonprofit organizations, governmental agencies and individuals. Loyalty to Employees We foster an environment where hard work and client service are rewarded. In 2000, Glenn Burdette became the first CPA firm in California to become employee owned, developing an authentic investment in the professional development and personal success of our team. We believe that happy employees make the most satisfied clients. Involvement in Community Community service is integral to the culture of Glenn Burdette. Our employees serve on local nonprofit boards, and are active in chambers of commerce and service clubs from Santa Maria to Paso Robles.

Covenant

Covenant reimagines the client experience to make life easier. Covenant is a specialized law firm focused on private market investors. We employ AI-powered software to provide the same high quality analysis as legacy legal work.

Flokk

Flokk is a prominent European manufacturer of workplace furniture, known for its commitment to sustainable and ergonomic design. Established in 2017, the company brings together nine heritage brands, each with a rich history, to promote user well-being and environmental responsibility. Flokk emphasizes innovation in seating solutions and has a strong presence across Europe, Asia, and the US. The company specializes in ergonomic office chairs, height-adjustable desks, meeting tables, and workspace accessories. Flokk prioritizes circular design principles, utilizing recycled materials and ensuring that its products are repairable and recyclable. With a focus on reducing carbon emissions through localized production, Flokk aims for climate-positive operations while supporting physical health through its furniture designs. Headquartered in Norway, Flokk operates production facilities in Switzerland, Poland, Norway, and the US, serving a diverse customer base that includes corporate offices, co-working spaces, and public sector organizations.

Kotak Mahindra Bank

About Kotak Mahindra Group: Established in 1985, the Kotak Mahindra Group is one of Indias leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Groups flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the companys website at http://www.kotak.com