WHAT I DO: I help entrepreneurs, solopreneurs, and small business owners protect their brands and businesses, allowing them to protect their business, grow their customer base, and do what they do best. . . run their business. 

HOW I DO IT: I do this by advising my clients on legal structuring, and tax planning and helping my clients form business entities to protect their assets. 

WHY IT WORKS: When a business owner forms their legal entity and has lawyer-approved contracts with their employees, contractors, and vendors, the business can operate with confidence and purpose. In turn, this positions the business as a legitimate company ready to serve its customer base. Separation of personal and business provides authority and legitimacy. 

WHO I WORK WITH: I’ve worked with businesses of all sizes, new start-ups, companies with 5-50 employees, and Fortune 1000 Corporations. I provide clear, actionable ideas using my relatable approach to business formations and tax planning.

READY TO TALK? Reach out to me directly here on LinkedIn or visit my website www.joshualowenthal.com

 Areas of Practice: Business Formations / Tax Controversy / Tax Planning / Tax Structuring / Corporate Governance / Mergers & Acquisitions 

Social Links
•	Website: www.joshualowenthal.com
•	X: www.x.com/joshualowenthal

Josh Lowenthal

Founder/CEO @ SMBee Advisors | I advise C-suites on capital raises, M&A and their CFO office through my best-in-class experience and training

At QuantFi, we provide full-stack finance and accounting departments as a service to PE- and VC-backed businesses.

Our work is grounded in four pillars:
- Engagement Management – financial leadership for an accountable team
- Strategic Finance & CFO – advanced financial modeling, analysis, and planning
- Exit Prep, M&A & Restructuring – transaction readiness and value optimization
- Accounting & Controllership – disciplined reporting, compliance, and operational rigor
- ERP, AI & Data Infrastructure – technology-enabled finance architecture for scale

By combining hands-on leadership with a specialized expert network, we deliver tailored support across the finance function.

Our philosophy is to translate qualitative goals into quantifiable metrics, enabling data-driven decision-making and accountability.

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Josh Lowenthal

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