OUR SOLUTIONS
Dynamic Services for the Accounting Sector
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We serve CPA firms and finance departments of all shapes and sizes across the US.
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FIRMS ASSISTED
TALENT ACQUISITION
Acquire exceptional talent in a difficult job market, on-site and remote, and always receive candid market evaluations.
MERGERS AND ACQUISITIONS
Sell a business, acquire a business, or merge your Accounting or CPA firm.
SUCCESSION PLANNING
Fund your pension or sell your business with our suite of succession solutions.
LEAD GENERATION
Highly targeted list building, artful prequalifying, and masterful liaising.
STRATEGIC PARTNERSHIPS
Tap into new revenue streams by teaming up with a CPA (Wealth Advisors) or Wealth Advisor (CPAs). We'll make the introduction, and consult with you on how to integrate the expanded service offerings into your practice.
FIRM & PLATFORM CREATION
Channel your inner entrepreneur, and let us help you build YOUR accounting firm! We have the connections, expertise and resources.
Our Solutions will provide you with the missing piece that's needed to unlock your firm's next phase of growth!
Our Solutions will provide you with the missing piece that's needed to unlock your firm's next phase of growth!