Adam Shay, CPA

Judge
DISC Type : Dc

Entrepreneur and Business Coach for Accountants at Share the Knowledge LLC

Wilmington, North Carolina, United States

Overview

Adam Shay is an entrepreneur and business coach for accountants with a CPA and an MBA from the University of Maryland. He successfully founded, scaled, and sold his own multi-million dollar accounting firm, and now focuses on coaching other firm owners and leading virtual CFO services at Red Bike Advisors.

Outside of work, Adam is a mountain enthusiast who is passionate about hiking, mountain biking, and snowboarding, pursuits he discovered while at the University of Virginia. He believes in integrating personal interests into professional life to build deeper, more authentic business relationships and find creative clarity away from work.

He started his accounting firm just weeks before his first child was born.

Personality Overview

Objective Thinker

Features Driven

Quality Focused

They put a lot of effort into ensuring personal success.  They like to stay in control of the negotiation or defining of the terms. They are less concerned about the product and more about its potential impact.

Topics They Care About

Scaling Accounting Firms
He coaches firm owners on growth and profitability, drawing from his experience of building and selling his own multi-million dollar practice.
Entrepreneurial Wellbeing
After experiencing burnout, he now advocates for work-life balance and helps other business owners avoid the same pitfalls he encountered.
Mountain Activities
He is an avid mountain enthusiast, regularly hiking, mountain biking, and snowboarding in North Carolina, Virginia, and out west to relax and recharge.

Media Appearances

Adam has no verified media appearances

Work History

6-2017
Entrepreneur and Business Coach for Accountants at Share the Knowledge LLC
12-2024
VCFO And Business Advisor at Red Bike Advisors
6-2023 - 12-2024
Director of VCFO And Advisory Services at Red Bike Advisors
12-2009 - 6-2023
Managing Partner / Certified Public Accountant at Adam Shay CPA. PLLC (Acquired by Red Bike Advisors)
12-2004 - 12-2009
General Manager at Modern Tax Service

Education

BS in Commerce from University of Virginia
MBA from University of Maryland - Robert H. Smith School of Business

More Information

Social Presence :

Prographics :

Exp : 21 Location : Wilmington, North Carolina, United States Job Level : N/A Designation : Entrepreneur and Business Coach for Accountants at Share the Knowledge LLC
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Adam

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • If convinced, they can reach decisions quite fast.
  • Can Adam take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Adam

Personality Compatibility


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