Steven Ladd

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BIOGRAPHY

Steven Ladd is a seasoned business advisor, angel investor, and serial entrepreneur with extensive experience in founding and leading successful ventures across diverse industries. He is known for his ability to innovate and drive change, having established multiple businesses that have achieved significant success. Ladd’s career began with his role as the founder and CEO of Primacea, Inc., a company that specialized in software solutions for managing ethical physician-industry relationships. His work was recognized by prestigious institutions such as the Massachusetts General Physicians Organization, which endorsed Primacea’s software for its ability to serve over 2,400 physicians. This was just one of the many projects that showcased Ladd’s expertise in technology and business development.

Ladd’s entrepreneurial journey includes the founding of several other companies, most notably Copanion, Inc. As the CEO, he built industry-leading tax automation software that revolutionized how tax returns were processed, handling more than 100,000 returns annually. His company was endorsed by the American Institute of Certified Public Accountants (AICPA), which solidified Copanion as the standard for tax preparation software in the accounting profession. Ladd raised significant equity capital for this venture and went on to successfully sell the company to a major tax software firm, further demonstrating his ability to scale businesses and create lasting value.

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