Mergers & Acquistions
Succession and Expansion
We help businesses
buy, sell, grow, and optimize.
M&A
Solutions
Buy, sell, or merge businesses the right way.
Executive
Recruitment
We find champions. Find top talent to lead new initiatives.
Exit
Planning
Know what your business is worth & plan for the best outcome.
Profit &
Optimization
Cut costs, increase earnings, and boost valuation.
Revenue
Growth
Build joint ventures & expand your service offerings.
We Partner Closely With
Accounting & Tax, Wealth Management, Private Equity, & Legal
Experts in accounting firm M&A, recruiting, and succession planning. We’ve helped firms from $250K to $50M in revenue buy, sell, and grow.
We help RIAs ($500M-$50B AUM) and Multi-Family Offices (MFOs) build or acquire CPA firms to offer end-to-end financial services, increase client retention, and cross-sell tax & estate planning services.
Law firms are expanding into tax, CFO, and accounting services—we help them buy or build the right solutions.
We support business across various industries with M&A, Recruitment, Succession, Growth, and Partnerships.
Why Work With Us?
We find hidden value
- creative deal structures that maximize liquidity.
We create complete solutions
- beyond just buying or selling.
We turn challenges into opportunities.
Why Work With Us?
Get in touch!
💡 Let us know how we can help.