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.
A valuation is a diagnostic. It shows what is driving value today, what is holding it back, and what you can change before a buyer or successor prices those facts for you.
01.
You’re not sure what your firm is worth today.
02.
Revenue is growing, but value isn’t keeping pace.
03.
Too much of the firm still depends on you.
04.
You’re preparing for a sale, merger, or succession.
05.
You’ve received an offer and want to know if it’s fair.
Owner Dependency
Revenue Quality
Margins & Operations
Leadership & Succession
Technology & Infrastructure
We provide M&A-focused valuations, Quality of Earnings support, and exit-readiness assessments, matched to where you are and what you are trying to do.
Every engagement gives you two things:
We do not hand you a report and walk away. We stay involved while you execute.
We know CPA firms
We work exclusively with CPA and accounting firms. Our valuations are informed by what we’ve seen in actual transactions.
We think like the buyer
We sit across the table from buyers; we know what they discount beyond the headline.
We know what happens after the valuation
Because we also advise and execute M&A, value-enhancement plans are built with the eventual transaction in mind.
Not ready to get on a call yet or having trouble finding a time that works?
Fill out the form, and we’ll reach out to you by email.
