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.

Our Team

Customized Firm Roadmaps

Mergers & Acquisitions

Build to Evolve

Market Value Accelerator™

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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.

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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!

Understanding Options, Layers, & What Creates a Premium

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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, with firms struggling to remain independent due to a variety of reasons. Perhaps the most challenging reason is that...

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