Every CPA firm needs a transition plan…

According to a recent AICPA survey, 97% of smaller firm partners and sole proprietors would be interested in receiving information on succession planning, yet less than half the practices in US have a plan place.

Reasons for having no succession plan vary.

blame procrastination or denial.

say it's the lack of confidence in the talent pipeline coming up behind them.

Others have their own unique reasoning.


Whatever your firm’s reasons for having no succession plan in place,
we have your solution


We are a young, innovative CPA firm growing nationally through our unique merger and acquisition strategy. We have excellent leadership and client mix, flexible and creative deal construct and we are accommodating with outgoing partner’s desires to work or not.

Our merger and acquisition strategy has a succession plan that will work for you


For more information and a confidential conversation with our M&A team fill out the form below.