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.
Strategy, Structure, and Stories from the Front Lines of Firm Building and Buying
Why do two firms of similar size get such different offers? One owner sells at a...
A Smarter Strategy for High Volume 1040s Buying a CPA firm with many low-value 1040s can...
Selling a company is a major milestone, one that requires more than a buyer and a...
Every accounting firm is different, and when it comes to planning an exit strategy, many firm...
In the accounting industry, specialization and focus are key to maximizing both efficiency and profitability. If...
Why a Flexible M&A Deal Structure Makes the Impossible Work The path to a successful deal...
