CLOs on the Move


 
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Grassi

Grassi was founded in 1980 by Louis C. Grassi, with only an empty filing cabinet and a desk. Since then, Grassi has grown to become one of the nations largest accounting firms with more than 360 employees and nine office locations in the U.S. and Italy. Our team of experienced CPAs, CFOs, business consultants, forensic accountants, valuation experts, trust and estate specialists and tax advisors offer strategic advice and customized solutions to overcome all obstacles standing in the way of your greatest success. We do this through our commitment to add Strength in Certainty to every business decision and financial move you make.

The Helper Bees

The Helper Bees is a technology platform focused on enhancing the aging-in-place experience for older adults in the healthcare sector. Founded in 2015 and based in Austin, Texas, the company operates across all 50 U.S. states, Washington D.C., and Puerto Rico. It offers a wide range of non-medical in-home care services, including home care, home modifications, pest control, and meal delivery, all facilitated through its Aging-In-Place Provider Network. The platform features several tools to ensure quality care, such as automatic fulfillment that monitors service quality, digital invoicing and payment systems, and digital claims tools to streamline processes and improve data collection. Additionally, the company provides care concierge services to help individuals navigate their supplemental benefits and manage payments. The Helper Bees partners with major insurance carriers and health plans to improve in-home care delivery and reduce healthcare costs, making aging in place more accessible for seniors and their families.