Will You Have to Sell or Merge?

Mergers & Acquisitions

We Source & Close Transactions

CPA Associations

Retain & Add Members

Advisory Officer

Increasing Firm Profitability

M&A + Advisory Consultants

  • CPA M&A Search + Consulting Team
  • Internal Succession Assessments
  • Advisory & Profitability Officer
  • Capacity Expansion + Growth Realignment
  • Value Pricing + Client Upscaling
  • Expanding Advisory Services
  • Partnership Agreements, Buy-ins + Comps
  • Managing Partner Roundtables + Retreats

Our President, Bob Lewis, was Named an Accounting Today Top 100 Most Influential People  –  Learn More.

Visionary News

PE Makes a Big Splash

PE Makes a Big Splash

PE is changing the accounting M&A landscape and impacting traditional deals. Listen to the podcast Bob Lewis at Visionary and Dan Hood of Accounting Today recorded on PE. Understand how PE is changing the perception of value, the perception of control, and the...

read more
The BDO Deal Will Change M&A Transactions

The BDO Deal Will Change M&A Transactions

BDO agreed to a $1.3 billion deal with Apollo Global Management. Add in the 600-person Bergen KDV acquisition by Creative Planning, a registered investment advisor, in June and it is clear the M&A world has changed. These announced investments and future...

read more

Partner Consulting

Value Pricing

Client Upscaling

Data Analytics

Advisory Officer


Explore Your Growth or Transition Options

Share This