About

Swan Strategy was founded in 2022 with a clear mission: to help businesses and entrepreneurs optimize their financials and navigate complex financial challenges with confidence.

Founder, Brian Drake, is a Certified Public Accountant licensed in New York, specializing in Business Loss Assessments, Forensic Accounting, Financial Strategy, Planning & Analysis, and Operations & Process Improvement. With a diverse background that includes auditing at a Big 4 accounting firm, corporate accounting at a publicly traded tech company, and financial planning and analysis for the nation’s largest wholesale wine and liquor distributor, Brian brings a wealth of expertise and a strategic mindset to every engagement. 

At Swan Strategy, we are committed to delivering clarity, efficiency, and value. Whether assisting with business income loss assessments by analyzing financial documents and preparing objective reports, or enhancing operational processes for long-term success, we work as trusted partners to help businesses maximize their potential. Our expertise ensures clients have the accurate financial insights needed to navigate recovery and make informed decisions.