We make investments in the accounting industry
Our experienced team of professionals is dedicated to delivering
exceptional results and helping the companies we partner with
achieve their goals. We understand that our success is directly related to the business value and experience we deliver to our clients. We are committed to delivering high levels of client service while also driving operational efficiencies and strategic improvements.
About Our Company
We partner with accounting firms to provide a meaningful and smooth transition to founders and owners who wish to retire. We work intimately with firm owners to create a transition plan that is suited to each firm’s unique client and employee situation. Through transition, our goal is to continue to deliver high levels of client service and employee satisfaction and retention. Beyond transition, we plan to create unmatched growth opportunities for our firms by providing the resources, technology and processes needed to better serve clients, employees, and communities.
Core Values
Partner Mindset
We serve our partners and
transitioning owners first.
Integrity
We conduct ourselves with integrity in everything we do. Our reputation as individuals and as a firm is paramount.
Proactive
We take action and always exhibit a high sense of urgency to get things done.
Innovation
We are highly creative and
always thriving to connect new
ideas with business realities