Why Work With Us?

  • Expert Team: The nation’s single largest orgnization helping CPA firms with succession transition, including private equity, family offices, wealth management groups.

  • Proven Success: We've completed multiple transactions with private equity firms and other strategic investors.

  • Tailored Solutions: Whether through presentations, 1-on-1 consultations, or full evaluations, our services are customized to meet your firm's unique needs.

  • Actionable Insights: Benefit from real-world case studies and personalized guidance to leverage private equity partnerships effectively.

  • Profit Enhancement: Increase efficiency and effectiveness, outsourcing/offshoring, practice management metrics, advisory service offerings.

  • Future Investment: Partner with us to unlock new opportunities and drive your firm's growth and success in today's public accounting landscape.

75 Minute Presentation (Group)

Private Equity Groups (Price: $499 per PEG)

  • Explore the vast potential of private equity's entry into the public accounting marketplace.

  • Learn how we can help you instantly reduce costs and add profits to your transaction from day 1.

  • Learn from real-world case studies and success stories that showcase the power of private equity integration.

  • Engage in insightful discussions with industry experts and gain practical tips and strategies to leverage private equity to your advantage.

  • Don't miss this chance to equip your private equity group with the knowledge and tools necessary to thrive in the evolving landscape of public accounting.

Limited to 10 participants

1-on-1 Tailored Solutions For Your Private Equity Group

Private Equity Groups (Price: $10,000 per PEG)

  • Engage in personalized discussions tailored specifically to your private equity group's needs, in a one-on-one setting.

  • Explore tailored strategies crafted to suit your unique circumstances, aiming to maximize the potential of private equity integration.

  • Delve into real-world case studies and success stories, customized to resonate with your team's objectives and challenges.

  • Receive personalized guidance and insights from industry experts, ensuring relevance and applicability to your situation.

  • Secure your spot for an exclusive opportunity to directly equip your team with the specialized knowledge and tools essential for thriving in today's public accounting environment.

Full Evaluation

(Price: Call To Inquire)

  • Benefit from our in-depth expertise and experience as we analyze your firm's specific needs and goals.

  • Receive personalized insights and guidance tailored to fuel your firm's growth and success.

  • Explore actionable recommendations and a roadmap for leveraging private equity partnerships to achieve unprecedented results.

  • Invest in your group's future by securing this invaluable opportunity for personalized consultation with industry leaders.

Save Your Seat Today!

For Full Evaluation pricing, please call to inquire before filling out the form.
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Meet The Private Equity Specialty Team!