We are not your everyday transactional search firm. We take a top-to-bottom approach to understanding your business needs, assessing the past cost of your combined search solutions, and offering an all-in-one alternative at half to two-thirds of the cost of what you've been paying, all while providing you with superior value. Our objective is to not only become your search partner of choice, but to integrate as a fast-acting, quick pivoting, high octane internal recruiting team that gives you the most bang for your buck.
Consultancy & Advisory
Unique challenges occur in accounting practices. Some of the consistent problems we’ve helped to solve include: (1) internal communications and workflows between Admin staff, Advisors, and the software that supports them, (2) software selection and transition, (3) practice expansion and trusted parallel firm discovery, (4) deal structuring, (5) helping merged firms become fully integrated, and many others.
Mergers & Acquisitions
Whether you are open to buying for the right opportunity or selling for the right fit, M&A is a critical part of achieving new milestones for your accounting firm. Our national network of large and small firms coupled with our experience-based discovery and liaising methodologies makes us the perfect team to facilitate your successful transaction. If achieving a prosperous outcome through M&A is on your list of initiatives for consideration, please reach out to us to discuss the value we can provide.
Growth Planning & Implementation
As a firm that actively supports dozens of clients across North America with Recruitment and M&A, growth strategy is a natural extension of the services we provide. If you're a $2m practice looking to achieve $6m-$10m in the next 4-6 years, we can help. If you're a $100m line of business looking to triple in size through strategic acquisition and partnerships, we’re there for you. Most importantly, we maintain a thorough focus on stability, succession planning, and organizational support to ensure that your growth is real, sustained, and long-term.
HR in Accounting is inherently complex, because the work is significant, the talent pool is limited, and profit margins are slim. Our team of accomplished Human Resources Specialists will support your staffing strategies, employee retention, organizational and structural initiatives, and proper personnel placement to maximize the efficacy of your team, keep your people happy and engaged, and give your managers the perspective and support they need to inspire best practices among both your internal and outsourced assets.
The best leaders understand how to influence their teams, their clients, and their support staff to maximize positive outcomes and create an environment where the whole is greater than the sum of its parts. Our time-tested methodologies will equip your leadership with fun, straightforward exercises that provide shockingly simple perspectives, enabling small pivots to be made in attentiveness that can provide hugely meaningful impact. Optimize your leaders, optimize your team, and optimize your company’s performance.