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.
Your firm is more than a balance sheet. It represents decades of client relationships, trusted employees, and a reputation you’ve earned over a lifetime. We help you find the right buyer, structure the right transaction, and protect your legacy.
Many firm owners reach out long before they’re ready to sell. That’s often the smartest time to start the conversation.
At White Tiger Connections, we work exclusively and selectively.
Our role is not to push you to market. We help you understand where you are, what’s possible, and what a well-timed transition could realistically look like. Whether you’re exploring options or preparing for a future sale, we help you move forward with clarity instead of pressure.
Every transaction is different, but most processes take 6 to 12 months from initial preparation to close.
That timeline depends on readiness, market conditions, buyer fit, and deal complexity.
Our role is to structure the process properly from day one so momentum is maintained and value is protected.
That’s completely fine. Many firm owners start conversations well before they are ready to sell.
We often work with sellers on preparation, positioning, and timing so that when they do decide to move forward, they are not reacting under pressure.
We have a team ready to help you at this stage. Book a call with us.
We work with small and mid-sized accounting and tax firms, generally in the $1M–$40M+ revenue range.
Whether you’re thinking about selling someday, planning internal succession, or just want a firm that runs without everything flowing through you, our work is focused on improving EBITDA, reducing owner dependency, and making the firm genuinely transferable.
Selling a CPA practice is effectively a second full-time job that pulls you away from what you do best: serving clients and driving profitability.
An advisor keeps you in the driver’s seat, leading your team and protecting margins while managing the discreet outreach, buyer vetting, negotiations, and seamless close.
Our fees are structured to align with the work involved and the outcomes we’re supporting. In many cases, compensation is tied primarily to a successful transaction, but structure can vary based on timing, scope, and the type of support an owner needs.
We walk through all fee considerations early in the conversation, so expectations are clear before any work begins.
