Dan Shapiro is a CPA and finance executive who operates on both sides of the table, running finance inside growing companies and the exit transactions that sell them. He has led finance, operations, and management across a wide range of businesses, pivoted a company from services to high-growth software, raised millions in growth capital, and personally advised and closed 20+ sell-side M&A transactions representing approximately $500 million in aggregate value.

His work spans SaaS/AI, InsurTech, Professional Services, Real Estate, E-Commerce and FinTech. He founded Upslope CFO, an outsourced finance practice serving founder-led software and services companies, and runs finance and deal execution at a boutique M&A bank focused on B2B SaaS sell-side transactions.

A consistent thread: building the financial discipline that makes a business both sustainable and valuable. Anyone can keep the books. The hard part is running finance the way a future buyer will read it and that’s where Dan operates. Whether that's preparing diligence-grade financials, building a meaningful and useful financial forecast or finding the right lever to pull strategically, Dan builds the value that every founder and business owner is looking to find.