Our specialty is making connections that propel your company forward.
Who We Work With
We specialize in
Public Accounting
and its core ecosystem.
Public
Accounting
We support public accounting firms with mergers and acquisitions, growth strategies, talent acquisition, and succession planning.
Wealth
Management
We help wealth management firms enhance capabilities through strategic partnerships, M&A, and integrated accounting solutions.
Private
Equity
We work with private equity firms to identify acquisitions, facilitate roll-ups, and optimize investment strategies.
Independents
We assist independents in acquiring accounting firms and pursuing roll-up strategies, offering guidance on deals and scaling operations.
How We Work
EDUCATE & EXPLORE
We walk you through market realities, risks, and potential solutions, helping you understand your options and what’s possible.
DEFINE SUCCESS
We work together to outline one or more solutions that would equal success.
IMPLEMENT & DELIVER
We get to work, adjusting our approach as needed, until one or more of the solutions defined as success is achieved.
Happy Clients
Happy Clients
William Skody President - Skody Scot & Company, CPAs, P.C.
Dena BuckendorfOwner at Buckendorf CPA LLC
Trevor Chisholm Former SVP & Head of Digital Solutions - iCapital Network
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Affiliations
Get in touch!
💡 Let us know how we
can help.
Get in touch!
💡 Let us know how we can help.
