Private Equity & M&A

Private Equity

Private equity is reshaping the CPA firm landscape, and we help guide firms through it. Our PE consulting services are tailored to CPA firms seeking to explore PE opportunities, whether it’s for growth capital, succession planning, or strategic expansion.

We can help with:

• Initial assessment and strategic alignment
  • Evaluate your firm’s goals, readiness, and strategic fit for private equity.
  • Identify growth opportunities, key strengths, and areas for improvement.
• Preparation and positioning
  • Develop compelling materials to present your firm to potential PE partners.
  • Streamline financial, operational, and client data to ensure transparency.
  • Prepare leadership and key stakeholders for discussions.
• Partner selection and deal structuring
  • Facilitate introductions to targeted PE firms or investors.
  • Support negotiations to ensure favorable terms and alignment of interests.
• Closing and post-deal integration
  • Oversee final agreements and assist with closing documentation.
  • Provide strategies for cultural alignment, operational integration, and growth execution.

M&A

Selling your practice or acquiring one is a significant matter for firms of all sizes. We deal with several such transactions every year; every one of our sale, merger or acquisition clients benefits from these experiences because:

1. We help you decide what a reasonable price is.
2. We help you identify the characteristics of the firm you want as a buyer, seller or merger candidate.
3. We know what questions need to be asked and make sure that they get asked.
4. We know the types of issues that have led to mergers not working out.
5. We know which firms will fit together and which will not.
6. We function in the role of facilitator, frequently engaging in a form of “shuttle diplomacy” to help the buyer or the seller get past difficult hurdles in the negotiations.

Our M&A work is built upon our foundation of deep industry and practice management knowledge. The growth of many firms is magnified positively by acquisition, and the ability for a firm to exit via sale is critical for many owners to achieve appropriate succession planning for their clients, team and personal goals.

Reach out to us today to hear how we can work together in a transaction that suits all involved.