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.
The First-Time Buyer’s Playbook is a tactical guide for those entering the accounting firm acquisition space. It lays out how to navigate seller expectations, avoid common pitfalls, and position yourself as the right buyer in a competitive market.
This playbook provides practical strategies to structure deals effectively, build trust with sellers, and leverage your flexibility and adaptability to stand out against institutional buyers. Secure better terms, close with confidence, and turn your first acquisition into a long-term success.
The PE/RIA Playbook is a guide for ambitious accounting firm owners looking to double or triple their growth through strategic partnerships with Private Equity (PE) or Registered Investment Advisors (RIA). It shifts the focus from grinding harder to thinking bigger, leveraging capital, partnerships, and expertise to scale faster while retaining control.
Get Out of Your Own Way offers actionable strategies for accounting firm owners to stop being the bottleneck in their businesses. By shifting from operator to architect, empowering teams, and focusing on strategic growth, this guide helps leaders build firms that run smoothly and scale effectively without constant oversight.
The PE Deal Playbook is a strategic guide for accounting firm leaders navigating private equity (PE) partnerships. It highlights how to leverage control over governance, capital, metrics, and exit strategies to scale quickly without losing the essence of your firm. This playbook provides actionable steps to maintain leadership and secure sustainable growth in the face of PE dynamics.
We can help map it out.
