About OSV

Helping organizations navigate complexity, strengthen operations, and build long-term value.

OSV | Boutique professional services firm.

Organizations today face increasing complexity across financial operations, systems, governance, reporting, and leadership decision-making. OSV helps organizations create structured environments that improve visibility, strengthen control, support better decisions, and build a stronger foundation for future success.

Who We Are

OSV is a boutique professional services firm bringing together expertise across financial operations, systems and data, governance, advisory services, and managed operations. Our objective is simple: help organizations operate more effectively, make better decisions, and prepare for what comes next. We work with organizations where complexity is increasing and where leadership requires greater visibility, stronger operational discipline, and a more structured approach to managing the business.

Our Partnership Philosophy

We believe that business needs evolve over time. Organizations may require support building foundational capabilities, strengthening operational execution, improving efficiency, supporting leadership decisions, or planning for future ownership and wealth outcomes. Our role is to meet clients where they are today and help prepare them for what comes next.

Build

Establishing the foundations through financial operations, systems, governance, controls, and workflow-enabled operating environments.

Operate

Providing execution support, managed operations, reporting, and operational continuity.

Optimize

Improving efficiency, reporting maturity, process standardization, automation, and scalability.

Advise

Supporting leadership through strategic planning, governance, risk management, and decision support.

Wealth

Helping owners align business success with succession planning, liquidity events, long-term wealth objectives, and legacy outcomes.

This philosophy shapes how we support organizations throughout their lifecycle—from establishing structure and operational discipline to helping leadership navigate complexity and create long-term value.

How We Help

Finance & Operations

Creating consistency, visibility, and control across financial and operational activities.

Systems & Data

Aligning information, reporting, and systems to support better decision-making.

Governance & Risk

Strengthening accountability, oversight, and organizational resilience.

Advisory & Decision Support

Supporting leadership teams through growth, change, and strategic decisions.

Managed Operations

Providing ongoing operational support and continuity.

Wealth & Legacy

Helping owners align business success with long-term objectives and future outcomes.

Each capability supports the next. Together, these capabilities help organizations move from building foundational capabilities to operating effectively, optimizing performance, supporting leadership decisions, and creating long-term value. The result is greater visibility, stronger operational consistency, better decisions, and a more sustainable foundation for future success.

Our Values

Our values influence how we work with clients, support one another, and approach every engagement.

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Professionalism

We hold ourselves to high standards of integrity, accountability, and quality in everything we do.

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Ownership

We approach every engagement as if we were part of the organization, taking responsibility for outcomes rather than simply completing tasks.

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Excellence

We constantly seek opportunities to improve, challenge assumptions, and deliver better results.

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Collaboration

Strong relationships and open communication create stronger outcomes.

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Long-Term Perspective

We focus on creating sustainable improvements that support future success—not just solving today's challenges.

Why Organizations Work With OSV

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Structure

Creating consistency across operations, reporting, and governance.

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Visibility

Providing reliable information that supports decision-making.

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Control

Strengthening accountability, governance, and risk management.

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Long-Term Value

Helping organizations create lasting value.

Professional Credentials & Memberships

Professional standards matter. Our leadership team combines expertise across finance, operations, governance, technology, project delivery, and enterprise value creation through globally recognized professional designations and industry affiliations.

CPA Professional Corporation

OSV operates as a CPA Professional Corporation and is committed to maintaining the professional standards, ethics, accountability, and client service expectations established by the Chartered Professional Accountants of Ontario.

Leadership Credentials

OSV's leadership team maintains recognized professional designations, including CPA, PMP, and CISA, reflecting multidisciplinary expertise across finance, governance, technology, risk management, and organizational transformation.

CFA Charterholder

OSV's President & CEO, Omid Safavi, is a Chartered Financial Analyst (CFA) charterholder. The CFA charter reflects a commitment to ethical conduct, rigorous analysis, and professional excellence in support of strategic decision-making, enterprise value creation, and long-term business outcomes.

Built for Organizations Managing Complexity

We work with organizations where growth, operational complexity, reporting requirements, and leadership responsibilities require greater structure, visibility, and control.

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Owner-Led Businesses

Organizations seeking stronger visibility, operational consistency, and long-term value creation.

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Multi-Entity Organizations

Organizations managing multiple companies, business units, locations, or reporting structures.

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Project-Based Organizations

Organizations operating across projects, contracts, resources, and complex financial reporting environments.

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Asset-Intensive Organizations

Organizations managing critical infrastructure, industrial operations, environmental services, or other asset-intensive environments.

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Professional Corporations

Professional practices requiring stronger reporting, governance, growth planning, and succession readiness.

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Organizations Undergoing Change

Organizations experiencing growth, acquisition, integration, transformation, or ownership transition.

Explore More

Our Leadership Team

Meet the people who help organizations navigate complexity.

Our Strategic Partners

Learn about the organizations and platforms that support our solutions.

Our Locations

Supporting organizations across North America and beyond.

Connect with our team and get started

Whether your organization is seeking greater visibility, stronger operational discipline, improved decision-making, or support in preparing for future opportunities, we would welcome a conversation. Discover how OSV can help create a more structured, resilient, and decision-ready organization.

Start a conversation.

If your organization is seeking greater visibility, stronger operational discipline, improved decision-making, or support in preparing for future opportunities, we would welcome a conversation.