Creating an integrated future for financial advisory & investment management firms

Wealth management clients often seek accounting and tax advice. Some firms successfully integrate these services, but scaling remains a challenge due to unique client needs. Our managed services model bridges that gap, helping firms and their clients reach their goals.

PE firms are acquiring accounting firms as platforms, needing ongoing search, evaluation, and integration for efficiency and margin growth. We assist with finding the right firms, succession planning, tech integration, and transitioning from onshore to offshore to boost margins.

Opportunities to buy smaller accounting firms are increasing, but viable options are limited due to traditional practices are run. A successful deal need a solid transition plan with the right operating model. We help buyers create tech and staffing transition plans to maximize ROI.

Accounting firms are targeting smaller practices for inorganic growth. A successful acquisition requires finding the right firm, succession planning, tech integration, and the right onshore-offshore staffing mix. We help firms find the ideal target and create the roadmap for long-term success.