Our Services

How We Can Help You

Start-Up Support

  • Business plan development
  • Entity incorporation
  • Operational playbook development

Business Incubation

  • Financial statement compilation
  • Operational optimization
  • Capital structure advisory

Financial Advisory

  • Cost reduction solutions
  • Market research & analysis
  • Corporate development

Additional Services

  • Executive learnings
  • Asset recovery & debt collection services
  • Real estate advisory

About Us

Leading Advisory Company


Liam R. Davis, CPA
CEO

"I feel the strong desire to support millennials in the pursuit of their passions. Time is a gift that should not be taken for granted, as ultimately, it remains unknown how much of it we have on this earth. Consequently, I believe that what you do on a daily basis should set your soul on fire!

Think of a world where people did what they loved for a living. Wouldn’t this be an amazing place to be? My goal is to create a firm that equips young professionals with the tools to develop their 'side-hustle' into their primary occupation. With a full suite of advisory services, my clients will be equipped with the resources to not only operate in an ever changing business and economic environment, but to excel.

Optimum was crafted “with you in mind."

  • Certified Public Accountant
    1. M.S. Accountancy, Concentration in Financial Transaction Services; Wake Forest University
    2. B.A. Business Administration, Accounting; Morehouse College
  • Professional Experiences:
    1. Atlanta, Georgia
      1. Business Analyst, Deloitte Consulting
      2. Professor of Accountancy, Morehouse College
    2. Nassau, The Bahamas
      1. Financial Advisory, Intelisys Ltd.
      2. Professor of Accountancy, University of The Bahamas
    3. The Cayman Islands
      1. Financial Advisory, Deloitte & Touche



Derick B. McIntosh, MBA
CFO

"I believe that young and upcoming businesses are to become the backbone of our economy. However, in many cases, professional guidance is the missing link for many businesses to unlock their true potential. That’s where Optimum Advisory Services come in.

With support and guidance through innovation, Optimum will help each business reach their goals and beyond. Our firm will serve as a catalyst of societal growth through advisory services which will optimize the growth of our clients. My goal is to utilize our full suite of advisory resources to take each client to the next level."

  • M.B.A., Concentration in Finance
    1. Nova Southeastern University
  • B.A., Accounting
  • B.S., Economics
    1. Saint Leo University
  • Professional Experiences:
    1. Nassau, Bahamas
      1. Senior Financial Accountant, Colina Insurance Limited
      2. Senior Wealth Asset Management Auditor, Ernst & Young
      3. Audit Associate, Deloitte & Touché
    2. Fort Worth, Texas
      1. Contract Accountant, National Tax Centers
      2. Certified Quickbooks Online ProAdvisor

Our Philosophy

Creatively Brilliant - Limitless People

"We step beyond bringing an idea to life and create an environment for it to thrive. Working closely with our clients through each phase of the business development process, we create unique solutions tailored to your needs and market opportunities.

As your advisor, we will not only provide you with pragmatic strategic recommendations, but will collaborate with you on implementation and measurement."

Simply, we are a CPA led agile advisory firm with the ability to delve into deeply rooted issues to arrive at cost-effective solutions to enhance the financial, operational and commercial performance of your business.


Get the News

Subscribe to our mailing list to stay up to date with our developments