We have over 30 years of experience with Mergers & Acquisitions of CPA firms. We have been intimately involved with the buy-side and sell-sides of transactions of all sizes. There is a recent trend for smaller firms merging into larger ones and we certainly expect the trend to continue. Firms looking to expand their services, to thwart the challenges with the availability of talent, and the increasing cost of technology are just some of the reasons we see that have fueled this trend. Clients are looking for CPA firms to provide additional consulting/advisory services such as wealth management, due diligence services and IT/cyber expertise. A small firm often cannot provide the services their clients demand. Merging upwards with a firm that already has a full suite of services may be more appealing than developing it from scratch. Succession issues can also figure into the decision process as many firms just have not properly planned ahead and are now too old to properly plan for the succession of their firm.
If your firm is considering a transaction we can help you through the entire process from working with you to understand your goals, calculating a proper valuation (sell-side), finding the right “partner”, negotiating the purchase/sale and finally to integration and exit. Every transaction that we are involved with, whether representing a seller or a buyer is absolutely confidential. Every transaction we have seen though similar in some ways are more often than now unique and have their own nuances, accordingly we do not use a cookie cutter approach as we are working with our clients.
We are a group that provides public accounting firms with national and international consulting services. Our consultants offer advice based on their real-world expertise in the field; they have held executive roles in the Certified Public Accounting sector in the areas of partner governance, practice management, marketing, and human resources. Our advisors include Certified Public Accountants who provide guidance and assistance to businesses by drawing on their practical knowledge to help them make strategic decisions that are occasionally challenging but key drivers of a firm’s success.
As full-service accounting recruiters, we provide bespoke, hiring solutions and fully-researched professional talent that help to drive businesses forward. We engage the best candidates through trusted references and long-standing relationships, employing a customer-centric approach and discreet practices that protect the interests of customers. Our executive search consultants and accounting recruiters provide the entrepreneurial talent that CPA firms and our other clients demand in today's dynamic and challenging business environment.
Our business helps our clients grow their tax, audit, and advisory service businesses. We create a list of prospects and targets and assist in converting them into customers. C-Suite leaders, as well as accounting, risk, and tax executives, are just a few of the contacts we have. We employ a relationship-focused sales strategy, and in collaboration with our clients, we are in charge of creating new pathways and business prospects across sectors and service lines. Pipeline, sales, and income are important success factors, as well as the capacity for productive collaboration with a variety of internal and external stakeholders.
Our team can assist you in finding the best personnel to aid in the audit process and provide fast, high-quality results. From beginning to end, our consultants coordinate and oversee the pre-audit and audit process while adhering to all AICPA and Securities and Exchange Commission reporting guidelines. We assist businesses with the preparation and evaluation of their Forms 10K and 10Q filings, as well as, any original S-1, PPM, Regulation D, 8-K, or other initial registrations and filings. In order to ensure that all laws are followed and that all relevant disclosures are completed, we collaborate with the company's independent security counsel. Additionally, we assist privately held businesses in preparing their financial statements and reports for management, financial institutions an investor groups.
Many of our clients are publicly-traded Chinese enterprises on American stock exchanges. We can assist in matching your company with the appropriate PCAOB audit teams that will help you comply with all US-based regulations. Additionally, we can help Chinese investors who want to invest in the United States. We collaborate with a number of certified SEC auditors who have extensive experience dealing with Chinese businesses that are listed on American stock exchanges or are attempting to reach those markets. Our teams typically consist of several senior-level, bilingual audit professionals who are well-versed in SEC and PCAOB accounting principles and audit standards ,as well as, the practicalities of doing business in China.
Our organization will pair you with the ideal accountants or bookkeepers for your business, whether you're a small to mid-sized enterprise, a multinational corporation, or a start-up. Thousands of the best public accountants, certified public accountants, accounting firms, bookkeepers, and audit businesses are listed in our national registry. Free of charge, our knowledgeable business consultants can help you locate the ideal accountant for your individual or corporate needs.