Public Accounting
Growth, Succession, and M&A
for Accounting Firms
We work with CPA firms ranging from $250K to $50M in top-line revenue, from single-owner boutique practices to multi-partner firms and PE-backed platforms. Whether you’re looking to expand, transition, or optimize operations, we provide the strategic advisory and execution support needed to unlock long-term enterprise value.
Who We Serve
Accounting Firms exploring succession, M&A, or expansion.
Firms looking to integrate tax, wealth, or advisory services.
Multi-partner firms preparing for leadership transitions.
PE-backed buyers acquiring CPA firms as platform investments.
Wealth management firms adding in-house accounting capabilities.
Accounting's Core Challenges
..and how we solve them
Talent Drives Everything
It’s the Biggest Risk in M&A
M&A is not just about multiples. If a firm doesn’t have the right partner-track talent, it’s not built for long-term sustainability. Most CPA firms on the market today are selling because they lack succession planning. That means buyers inherit talent gaps that can undermine the deal.
Our Solution
We solve for leadership continuity and help firms recruit, retain, and structure talent for scalability.
Compliance Work Is a Sinking Ship
Advisory Services Are the Future
Firms that are still heavily compliance-driven are struggling with margin compression. The most valuable firms in today’s market generate revenue beyond tax preparation and accounting—they offer strategic advisory, wealth integration, and consulting services.
Our Solution
We help firms expand into advisory work, optimize pricing models, and build scalable models that increase firm valuation and buyer interest.
Outdated OPS are a liability
Scale demands better systems
Firms that rely too much on senior partners or have outdated operational structures are at risk. The best-positioned firms leverage offshoring, automation, and optimized workflows to increase margins and scale without adding complexity.
Our Solution
We advise firms on process efficiency, offshore integration, and tech-driven optimization—ensuring they’re built for scalable, repeatable growth.
Our Services
for Accounting Firms
Whether you’re selling, merging, or acquiring, we structure transactions that maximize enterprise values
We recruit talent to lead tax, advisory, and consulting initiatives—ensuring your firm has succession-ready leadership and growth capacity
Our applied valuations go beyond standard multiples, incorporating operational efficiency, service scalability, and leadership continuity to maximize exit value
We help firms increase profitability without increasing workload—refining pricing models, service structures, and workflow efficiencies for stronger margins
For firms looking to expand through partnerships, we identify and negotiate high-value joint ventures that generate scalable, recurring revenue streams
Get in touch!
📩 Let’s talk about your firm’s future.