Build to Evolve
Helping accounting firms remain independent, merge upward, or sell.
Firm Growth and M&A
Are You At An Inflection Point? We have thirty years of helping firms understand their best next steps and how to implement those plans. Our sole focus on accounting firms eliminates learning curves and brings practical solutions to M&A, PE, succession, and organic growth.
Who Are Our Clients? They include Top 20 firms to emerging $2M practices.
Qualifications. Our leadership is recognized by Accounting Today for our influence in the profession.
Customized Firm Roadmaps
Mergers & Acquisitions
Build to Evolve
Market Value Accelerator™
Speaking
Market Value Accelerator™
Are You at an Inflection Point?
Overview. Our Market Value Accelerator™ was developed for accounting firms to determine their best next steps. It identifies drivers adding or detracting from firm value. We tell you what we would do if we owned your practice.
Stages. A deep assessment using an online survey, interviews, and a complex data analysis.
Deliverable. A custom roadmap with detailed steps and how to implement those steps.
Post-MVA. Learn more about this in our Build to Evolve section.
News
Cool Stuff
Stay up to date on valuable news and information that may influence your business. Use these resources to learn more and stay ahead!
Getting Bombarded with PE Emails & Calls?
It’s An Epidemic A recent inquiry came from a group looking to acquire a firm with $10M in EBITDA, which would value the firm at about $30M. There are 175 $30M-plus firms on the IPA Top 500 Firms list, and many of them have already accepted outside investment or are...
Understanding Options, Layers, & What Creates a Premium
First Step Determine if selling/merging is your only real option Is internal succession more of a hope than a viable plan? The landscape is complex,...
Industry Visionaries – Dan Hood
Leading the Dialogue on the Future of the Profession
Leading the Dialogue on the Future of the Profession Our team was recently featured in Accounting Today as part of a few key conversations shaping...
Prefer to Talk In Person?
Initial conversation about your firm and what you are trying to accomplish. We look forward to connecting with you shortly!