Resources

Our resources include a significant database of accounting firms, relationships with many accounting organizations, state societies, other nationally known consultants, and precedents from hundreds of prior deals to help make yours even more successful. In addition, the many alternative methods we understand that exist to address the same aspect of a deal provide you a source that offers tremendous flexibility to go along with the knowledge and experience.

On this page are links to some of the articles our Partners have written on mergers and acquisition of accounting firms and upcoming CPE classes to provide you additional insights into our philosophies. There are also useful links for your convenience and Case Studies to walk you through some actual deals!

Case Studies

Click on CASE STUDIES and this will bring you to an area that provides you detailed information on a variety of different types of actual deals we have done in the past. The home page of Case studies will help you select the examples you feel are most appropriate for your review. This section will provide you great insights into some very specific approaches to accomplishing an array of affiliations.