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Navigating Your
Firm's Future
At White Tiger Connections, we understand that selling your firm is a major decision that marks a new chapter in your professional journey. Whether you are an accounting firm owner looking to retire and phase out, or seeking operational support through a sale, our goal is to help you achieve the best possible outcome, preserving your firm’s legacy and ensuring a smooth transition. We also represent wealth management firms looking to sell, facilitating transactions with a variety of potential buyers.
Why Sell With Us?
Legacy Preservation
We prioritize finding buyers who value and will maintain your firm's culture and client relationships.
Optimal Value
Our strategic approach and market expertise ensure you receive the best value for your firm.
Confidential Process
We handle the sale with utmost confidentiality, protecting your firm's reputation and client trust.
Comprehensive Support
From preparing your firm for sale to negotiating terms and ensuring a smooth handover, we support you every step of the way.
Who Can You Sell To?
Selling to another accounting firm can ensure continuity and provide operational support, helping you phase out gradually.
If you are an accounting firm, selling to a wealth management firm can offer expanded services and support for your clients.
Attract private investors or private equity firms interested in expanding their portfolio within the financial services sector.
Firms
If you are a wealth management firm, you can sell to accounting firms looking to broaden their service offerings.
Our Process
We discuss your motivations and goals for selling, understanding your firm’s unique attributes and the ideal buyer profile.
Using our market expertise, we estimate the value of your firm and help prepare it for the market.
We market your firm to our extensive network of qualified buyers, including accounting firms, wealth management firms, private investors, and PE firms.
We assist in negotiating favorable terms and support you through the due diligence process, ensuring all potential issues are addressed.
Post-sale, we help with the transition to ensure continuity for your clients and staff, making the handover as smooth as possible.
Book a discovery call today to discuss how we can help you achieve a successful sale!
Complete this form, and someone from our team will be in touch.
We look forward to hearing from you!
