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

Practice Management

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!

Merging or Selling After Tax Season

Merging or Selling After Tax Season

Deal Volume is Increasing Consolidation among accounting firms continues to accelerate, with a post-tax season surge expected. Many leadership groups are realizing it is increasingly difficult to remain independent at their current size. Competition from larger firms...

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Initial conversation about your firm and what you are trying to accomplish. We look forward to connecting with you shortly!