Expansion Group

Katie Murphy CEO

Case Study: Startup

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Tell us about your company and your role.

My name is Katie Murphy and I am the Founder and CEO of Expansion Group. We help business owners and executives take back control of their business growth using our proven Scaleable Operating Model. We empower SMEs with the skills and tools to address operational challenges at key growth stages. We offer programming at 2 growth stages:

Growth Stage I: Hiring your first operational leader
Growth Stage II: Surpassing 15 employees


The Clarus R+D team helped me decide which tax credit was best for my company.


Why did you choose Clarus R+D?

Referral from my husband. He had a great experience working with Clarus R+D.

How will you use your R&D tax credit?

We will use it to convert our live program into a more accessible, online version.

What was your experience with the Clarus R+D team?

We explored R&D and ERTC. The team helped me decide which was the best for my company. They then led me through the R&D application process and my CPA is refiling my tax return.

What advice would you give others looking to benefit from the R&D tax credit?

Don’t wait, get started on it right away!

Year Founded: 2016

Headquarters: Columbus, OH

Focus: Think Tank


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