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.
01.
You want to expand your firm’s capabilities, but don’t know where to start.
02.
You’re not sure whether to build, buy, or partner to add new capabilities.
03.
You want to build tax, accounting, or legal capabilities in-house.
04.
You’re considering acquiring a CPA, accounting, or law firm.
05.
Your tax and legal capabilities aren’t fully integrated.
06.
You can’t find the right tax or accounting talent.
07.
You want to strategically acquire other wealth or RIA firms.
08.
You are tired of failed partnerships with CPAs.
One partner across the decisions that shape your firm’s future.
Build in-house, Buy a firm, or Create a sophisticated bi-directional JV, integrating tax strategy and Preparation/Compliance directly into your RIA.
Your clients’ financial lives don’t stop at investments.
Adding tax and legal capabilities can deepen client relationships, create new revenue streams, and make your firm more valuable.
The right approach depends on your goals:
We help you determine the right path, and then make it work!
Expanding capabilities, integrating tax, or pursuing strategic growth.
Creating fully integrated client-service models.
Building more integrated wealth, tax, and planning offerings.
Expanding into tax, accounting, and adjacent advisory capabilities.
Tell us where you are today, growth, succession, M&A, or building new capabilities. A White Tiger advisor will reach out to discuss the most relevant next step.
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.
