About Pequan

Operational finance should reduce the noise around the principal, not add to it. A quiet rhythm, held period after period.

Pequan sits alongside founders, principals and families as a calm, embedded operating function — quietly holding the reporting, cash coordination and oversight that keep complex structures coherent over time.

02Why Pequan

Operationally embedded, over the long term.

A quiet, continuous operating function organized around how your businesses, entities and interests actually sit together.

  • 01

    A steady reporting rhythm

    The same information, in the same form, at the same time each period.

  • 02

    Continuity over engagements

    A long-running relationship, with the same team holding the detail as the business evolves.

  • 03

    Discreet by default

    Information held carefully and shared only with the people who need it.

03The Team

Leadership behind Pequan

Richard Taub, CFA

Richard Taub, CFA

Founder

Leads client engagements and the operating cadence behind every Pequan relationship.

  • 20+ years in operating finance across founder-led businesses and family structures
  • US and Latin America — MBA from The Wharton School, CFA Charterholder
  • Trusted partner to principals navigating complex, multi-entity environments
Nick Pain

Nick Pain

Head of Fintech Engineering and Analytics

Holds the technical detail — reporting, controls and the structures that make information reliable.

  • Deep expertise in accounting policy, consolidation and audit coordination
  • Designs the reporting frameworks that keep complex structures coherent
  • Works closely with external advisors across tax, legal and audit

A quiet conversation to start.

A short, confidential conversation about how your operating finance is currently held together, and where a continuous partner might lighten the load.