At White Tiger Connections, we specialize in helping financial advisory firms and CPA practices forge partnerships that drive growth and deliver measurable value. Whether you’re looking to integrate CPA capabilities, expand through acquisition, or enhance operational efficiency, our proven approach ensures success at every step.
Our Service Model Includes
Seeding CPA Firms
into Your Organization
We connect you with CPA partners tailored to your client base and growth objectives.
Strategic
Integration
Fractional
Leadership
Acting as fractional CEOs or program managers, we oversee leadership functions, execution, and performance optimization.
Phased
Growth
We guide expansion thoughtfully, balancing ROI and scalability for sustainable success.
Recruitment
Support
Strong partnerships need strong leaders. We leverage our recruitment expertise to find and place the right talent for long-term success.
Our Proven Process
Time: 1 week to 2 months.
Engagement Cost: Varies based on scope and complexity.
Time: Ongoing until liquidity event.
Cost: A customized model tied to operational outcomes or equity positions.
Time: 1 week to 2 years.
Engagement Cost: Varies based on scope and complexity.
Time: Ongoing until liquidity event.
Engagement Cost: A customized model tied to operational outcomes or equity positions.
Our Proven Process
1. Discovery
& Scoping
3. Seeding a
Transactional
Outcome
4. Program
Management
& Optimization
Why Work with White Tiger Connections?
We combine years of M&A expertise, strategic leadership, and an expansive network of partners to help firms grow smarter. Whether integrating CPA services or scaling your practice, we provide hands-on support to ensure success every step of the way.
Let’s build your next strategic partnership together.
Contact us today to get started.
Frequently Asked Questions
We specialize in establishing partnerships between RIAs and Tax Firms, as well as between Accounting Services and Tax Firms. Our goal is to create mutually beneficial ventures that expand capabilities and drive growth.
Our partnership model allocates 45% GP equity to each main partner, with White Tiger Connections retaining 10% LP equity. This equity distribution ensures that all parties are aligned and committed to the success of the venture.
All bi-directional referrals are routed through a shared General Partnership, which manages costs and distributes profits. This approach prioritizes collaboration and shared growth while ensuring efficiency in serving each other’s clients.
When forming a partnership, we establish clear metrics for timing, cash-at-closing, and total enterprise value. If an LOI (Letter of Intent) meets these criteria, either partner can proceed. The other partner has a first-right-of-refusal to buy out the other’s equity stake at the agreed terms, ensuring fair and balanced growth opportunities.
Our approach is designed to create dedicated referral streams without disrupting your current relationships. We prioritize a seamless integration that adds value without alienating other partners you may have.
Our joint venture model is built on strategic alignment, equity sharing, and proactive growth measures. We not only find the right partner for your business but also invest in the success of the partnership, helping to create new opportunities for revenue and enterprise value growth.
Reach out to us to discuss how we can help you build a strategic partnership that expands your reach and maximizes your firm’s potential.
Complete this form, and someone from our team will be in touch.
We look forward to hearing from you!
