Law FIRMS
Expanding Legal Practices
Advisory, Tax & Financial Services—Seamlessly Integrated
Who We Serve

Estate planning & tax law firms looking to acquire or build in-house financial expertise.

Business law firms adding accounting, CFO services, or corporate tax capabilities.

Multi-disciplinary legal practices expanding into wealth management.

Law firms preparing for M&A or ownership transitions.
Key Industry Challenges
..and how we solve them

One-Stop Solutions
For High-Net-Worth Clients
The traditional model of referring clients to outside CPAs, wealth managers, and tax strategists creates risk of client attrition.
Our Solution:
We help law firms acquire or build tax and financial divisions, ensuring clients stay in-house for all advisory needs.

The Right Leadership
Expanding beyond legal services means hiring professionals who understand tax, finance, and wealth management—but also fit into a law firm’s culture.
Our Solution:
We recruit initiative champions to lead and build new financial service verticals within legal firms.

Maximizing Value and Retention
Through M&A strategy
Merging with or acquiring a CPA or financial advisory firm isn’t just about the transaction—it’s about long-term integration and client retention.
Our Solution:
We structure M&A deals that align financial, operational, and cultural objectives for seamless expansion.
Our Services for
Law Firms


for new service lines
Finance professionals to expand your offerings


Get in touch!
Let’s build the next-generation legal practice.