We help you solve your CPA firm practice management issues.

BOOKS & TOOLKITS

EXPERT CONSULTING

Problems We Solve

Partner Compensation
Partnership Agreements
HR Consulting

Private Equity & M&A
Bringing in New Partners
Partner Coaching

Retirement/Buyout Plans
Succession Planning
Retreats/Strategic Planning

Our Team

MEET OUR EXPERTS

Our clients are members of the following associations:

FROM THE BLOG

FEATURED

New App Allows Local Firms to Swipe Right on Potential Buyers

A satirical blog post in celebration of April Fool’s Day, as featured in Accounting Today. With all the M&A activity in public accounting today, buyers and sellers alike will benefit from Cringe, a new agentic AI matchmaking app that surveys potential buyers and sellers on your behalf and constructs responses as if they’re from you,…