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Book 30-min Consultation

Book a Free 30-min Consultation

A no-pressure 30-minute conversation about your goals and how White Tiger Connections can help your firm grow.

What to expect

We will listen first, understand where your firm is today, and help you think through the right next step.

30 minutes Free of charge No obligation Expert advice

Who you will speak with

A White Tiger Connections advisor focused on growth, M&A, and exit planning for CPA firms.

We’ll take you to our booking link.

Monthly Webinar

Monthly Webinar Series

Join monthly live sessions with our founder, Geoff Bruskin, designed for leaders in Accounting, RIA, Legal, and Private Equity firms across the US.

Featured webinars

WEBINAR 1: Models for Integrating Synergistic Professions

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.

More Details

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.

WEBINAR 2: Fractional COO and Change Management in Public Accounting

Retiring CPA/accounting firm owners, increasing competition, and a growing gap between how CPA firms operate and what buyers now expect.

More Details

These sessions explore three perspectives that directly affect deal and integration outcomes:

Operational transformation: workflow, technology, staffing
M&A integration and cultural/structural realities post-close
Succession transition: bridging a founding partner’s exit

Book your spot below.

Nexus Point Podcast

🎙️ The Nexus Point Podcast

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.

What you'll hear

M&A insights Leadership & culture Growth and scaling strategies Exit and succession planning Industry trends and market perspectives

Drop your details and we’ll send you new episode updates.

Contact White Tiger

What services does White Tiger Connections offer?

We specialize in M&A advisory, growth strategy, recruiting, and consulting for CPA firms and accounting professionals looking to scale, acquire, or exit.

How do I book a consultation?

Use the Book 30-min Consultation option in the widget, or leave your details through the contact form.

Is the monthly webinar free to attend?

Yes. Submit your information and our team will share the relevant details.

Where can I listen to The Nexus Point Podcast?

The Nexus Point is available through White Tiger Connections content channels.
White Tiger Connections on YouTube .
Use the podcast option to request updates.

How to Value Your CPA Firm Before an Acquisition

A practical guide to understanding valuation, buyer expectations, and exit readiness.

5 min read

The 7 Stages of a CPA Firm M&A Deal

What to expect from initial conversations to closing.

8 min read

Building a Growth Strategy for Your Firm

Trends shaping the accounting industry and what growth-ready firms are doing differently.

6 min read

02/07/2025

EPISODE 3: The Future of Accounting Tech: AI, Automation, and Winning the Talent Wars

Released Date: 02/07/2025

Special Guest: Scott Fleszar - Senior Advisor at Safesend

Get ready to nerd out about the latest tech trends rocking the world of public accounting! 🚀 On this week’s episode, we sit down with Scott Fleszar , a tech wizard with nearly 30 years of industry experience at Thomson Reuters and SafeSend. Scott spills the beans on how AI, automation, and clever software solutions are reshaping accounting firms—and trust us, it’s not just about crunching numbers anymore.

What’s on the agenda?

👉 Why disconnected tools are the stone age of accounting (hint: integrated tech is king!).
👉 How improving client experience (CX) with slick, easy-to-use tools can set your firm apart.
👉 The war for talent and why employee experience (EX) might just be your secret weapon for attracting the best and brightest.
👉 A sneak peek into the future of tax prep, bookkeeping, and beyond—all thanks to AI.
👉 The rise of private equity and M&A that’s turning accounting firms into next-level multi-service juggernauts.

Whether you’re running a CPA firm or just trying to keep up with the whirlwind of changes in the industry, this episode is packed with insights you don’t want to miss. Tune in to learn how to future-proof your firm, keep your clients smiling, and stay ahead of the competition. 🎙️

Tune in on your favorite platform!