Building Enterprise Value
100% Accounting Industry Focused
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
Practice Management
Market Value Accelerator
Speaking
Market Value Accelerator
Are You at an Inflection Point?
Overview. Our MVA 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 Practice Management 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!
Poking the PE Bear
Everyone is Aware of Private Equity in Accounting. The true catalyst behind the surge in mergers and acquisitions (M&A) and private equity (PE) transactions is the widespread lack of qualified succession teams. Either a succession team does not exist, is not large...
2025 Options For Your Firm
Looking Forward. Although we still have a few months left in 2024, most firms that are making significant moves are already deep in those processes....
Inflection Points are Forcing Decisions in Firms
Colliding Factors There is so much change occurring that many firms are trying to assess major steps. The 800-pound gorilla in the room is private...
Building Revenue per Professional Head (RPH) in a CPA Firm
Accounting firms have long used benchmarking, but are they leveraging it to understand the drivers behind each metric? In our latest video, Bob and...
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!