Hey! How can we help you today?
A no-pressure 30-minute conversation about your goals and how White Tiger Connections can help your firm grow.
We will listen first, understand where your firm is today, and help you think through the right next step.
We’ll take you to our booking link.
Join monthly live sessions with our founder, Geoff Bruskin, designed for leaders in Accounting, RIA, Legal, and Private Equity firms across the US.
CPA retirements are rising. Client wallet share is leaking to wealth managers, estate planners, and insurance providers. The firms that figure out CPA ↔️ RIA integration early are the ones that come out ahead.
This session covers three paths: partnering, acquiring, and building from within. Hosted by Geoff Bruskin of White Tiger Connections.
For CPA firm owners, RIAs, and broker-dealers.
Retiring CPA/accounting firm owners, increasing competition, and a growing gap between how CPA firms operate and what buyers now expect.
These sessions explore three perspectives that directly affect deal and integration outcomes:
Join our founder, Geoff Bruskin, accompanied by Rich Romero, for candid conversations on M&A, talent, succession planning, growth, and what it takes to build a great firm.
Designed for leaders in Accounting, RIA, Legal, and Private Equity firms across the United States.
A practical guide to understanding valuation, buyer expectations, and exit readiness.
What to expect from initial conversations to closing.
Trends shaping the accounting industry and what growth-ready firms are doing differently.
Buy, sell, or merge with the right structure and the right counterparty. From succession planning to sale or merger, then talent, ops, and buyer-thesis achievement – we work across all business aspects that make deals successful.
in multi-category M&A Transactions
Adjacent professional-services M&A on request.
Geoff Bruskin
Founder & Managing Partner, White Tiger Connections
What you do before you come to market significantly influences your valuation and deal structure.
Understand how and why the best buyers stand out. They are who we introduce to the best sellers.
Before or after Integration our Talent Acquisition and Consulting services enhance and secure your thoughtful thesis.
CPA firms, law firms, financial advisors, and exit planners: when your client is ready to sell, we run the process and share success fees 50/50.
Take 60 seconds.
Discuss your firm, your goals, and the opportunities ahead with White Tiger Connections.
Not ready to get on a call yet or having trouble finding a time that works?
Fill out the form, and we’ll reach out to you by email.
