The Right Connections
for Your Next Phase
MERGERS & ACQUISITIONS
Grow inorganically, build a platform, diversify your portfolio, or begin your phase-out.
TALENT ACQUISITION
Staff your accounting firm, tax division, or finance department.
MANAGEMENT CONSULTING
Optimize operations and increase EBITDA.
Strategic Partnerships
Connect with accounting & finance COIs.
The Right Connections
for Your Next Phase
We are accounting and financial services industry experts. Our specialty is making connections that propel your company forward.
MERGERS & ACQUISITIONS
Grow inorganically, build a platform, diversify your portfolio, or begin your phase-out.
TALENT ACQUISITION
Staff your accounting firm, tax division, or finance department.
MANAGEMENT CONSULTING
Optimize operations and increase EBITDA.
STRATEGIC PARTNERSHIPS
Connect with accounting & finance COIs.
Our Process
We provide tailored solutions for financial and professional services firms, following a proven, systematic approach:
STRATEGIZE
Our process begins with an Intake Evaluation and Strategic Consultation with your executive leadership. We work together to identify innovative solutions and opportunities for growth, stability, and improvement.
SOLVE
We address your unique needs and opportunities using a range of transformative solutions designed specifically for your objectives. Our customized strategies ensure that we tackle your most pressing challenges and goals effectively.
IMPLEMENT
We provide continuous support and guidance during the implementation of these strategic initiatives. Our hands-on approach ensures lasting and impactful results, driving your firm towards its goals.
Our Process
We provide tailored solutions for financial and professional services firms, following a proven, systematic approach:
STRATEGIZE
Our process begins with an Intake Evaluation and Strategic Consultation with your executive leadership. We work together to identify innovative solutions and opportunities for growth, stability, and improvement.
SOLVE
We address your unique needs and opportunities using a range of transformative solutions designed specifically for your objectives. Our customized strategies ensure that we tackle your most pressing challenges and goals effectively.
IMPLEMENT
We provide continuous support and guidance during the implementation of these strategic initiatives. Our hands-on approach ensures lasting and impactful results, driving your firm towards its goals.
Happy Clients
Happy Clients
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Affiliations
We are proud members of the Institute of Management Accountants (IMA) as well as the New York State Society of CPAs (NYSSCPA), and active participants in the Walk to End Alzheimer’s.
Additionally, we hold the esteemed position of vendor and affiliate within the Association of International Certified Professional Accountants (AICPA) and National Conference of CPA Practitioners (NCCPAP).
Don’t forget to check out the article in Accounting Today, co-authored by our founder!
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💡Let us know how we can help.
