We help professionals Buy Grow Exit Partner With thriving accounting firms

Our specialty is making connections that propel your company forward.

Fractional strategy and corporate development (for those pursing roll-ups).

Expand capabilities with alliances and joint ventures.

Recruiting for key personnel.

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.

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Wealth Management Image for CPA Firm

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.

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Independents image service for CPA Firm

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.

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

Keep up with the latest from our team!

Subscribe to our weekly newsletter ➜

Keep up with the latest from our team!

Subscribe to our weekly newsletter

JOIN OUR UPCOMING
WEBINARS

Dec 06th, 2024 – 01:00 PM (EST) – Online

Get Connected!

Affiliations

Get in touch!

💡 Let us know how we
can help.

Get in touch!

💡 Let us know how we can help.

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