Full Service – at Your Service

This week I had the opportunity to meet with the managing partner of a Top 100 firm, whose practice generates revenues in the nine-figure neighborhood.

And most would agree that’s not a bad neighborhood in which to reside.

In any event, we discussed his growth plans for 2014 and beyond, specifically what they were looking for in terms of M&A opportunities. He then asked if he were to find a firm on his own and not through us, if we could help structure an agreement.

I told him that we offer a consulting engagement called Transaction Support, which addresses such a scenario. I subsequently asked if they ever conduct partner retreats to confront such issues as succession planning, admission of new partners or whether their current partnership agreements needed updating.

His response?

“You guys do that too?”

My answer was a resounding “YES.”

In what I hope will be a swift end to any remaining vestiges of uncertainty in the public accounting profession about what are, let me first help erase any lingering confusion by telling you what we aren’t.

We are not a broker of accounting firms, that’s been a stereotype that Transition Advisors has been saddled with for far too long.

Not that “broker” is a noun that necessarily conjures up a negative connotation, it’s simply not who we are, nor does it serve to define our expansive scope of client offerings in addition to M&A.

Rather we are a full-service consultancy specializing in ownership and transition issues affecting public accounting firms. And true, M&A accounts for a large portion of our fees, but we also offer nine distinct consulting services ranging from evaluating your acquisition readiness, to partner retirement and exit support, to conducting targeted searches for firms sited in secondary and even tertiary markets looking to merge up.

In fact, in lieu of me expounding ad infinitum on our consulting engagements and sounding like Saturday morning infomercial, you can get a far clearer picture of our offerings by simply clicking here. 

So when the current tax season begins to wane and the issues critical to the growth and continuity of your firm once again leapfrog to the front of the line, remember that we’re about so much more than M&A.

Although if you have your heart set on merging up we can certainly help with that too.