Thoughtful Transitions Built Around What You've Built
Advisory Services for Sellers of Small and Mid-sized CPA Firms
Whether you’re actively considering a sale or simply trying to understand your options, we help you evaluate timing, structure, and fit — and build a plan that aligns with both your financial goals and the firm you’ve spent years building.
Thoughtful Transitions Built Around What You've Built
Advisory Services for Sellers of Small and Mid-sized CPA Firms
Whether you’re actively considering a sale or simply trying to understand your options, we help you evaluate timing, structure, and fit — and build a plan that aligns with both your financial goals and the firm you’ve spent years building.
Thoughtful Transitions
Built Around What You've Built
Advisory Services for Sellers of Small and Mid-sized CPA Firms
Whether you’re actively considering a sale or simply trying to understand your options, we help you evaluate timing, structure, and fit — and build a plan that aligns with both your financial goals and the firm you’ve spent years building.
Credibility
Trusted by 100+
CPA Firm Owners in the US
$50M+
in Successfully Closed Deals
7+Years
Specializing in Accounting M&A
Credibility
Trusted by 100+
CPA Firm Owners in the US
$50M+
in Successfully Closed Deals
7+ Years
Specializing in Accounting M&A
Credibility
Trusted by 100+
CPA Firm Owners in the US
$50M+
in Successfully Closed Deals
7+ Years
Specializing in Accounting M&A
Contact Us
Contact Us
Contact Us
What We Do
Your firm is more than your current EBITDA. It's worth what's possible when structured correctly. Here's what drives premium valuations in today's market:
1
Transition &
Liquidity Planning
We help you think through full exits, phased transitions, or internal succession and structure outcomes that match your personal timeline, risk tolerance, and legacy goals. Options include immediate liquidity, earn-outs, or equity rollovers.
2
Buyer Fit &
Strategic Alignment
Rather than "marketing" your firm broadly, we focus on identifying the right counterpart. Our relationships span strategic acquirers, PE-backed platforms, and next-generation owners, all vetted for cultural alignment, continuity, and long-term viability.
3
Value Positioning
& Readiness
We work closely with you to understand how your firm operates, including services, talent model, current mix, and leadership dependencies, and help position it clearly and credibly for sophisticated buyers.
4
Deal Structuring
& Negotiation
From early conversations through LOI, diligence, and close, we advise on structure, economics, and risk, always with an eye toward protecting what matters most: your people, your clients, and your post-transaction reality.
What We Do
Your firm is more than your current EBITDA. It's worth what's possible when structured correctly. Here's what drives premium valuations in today's market:
Transition &
Liquidity Planning
We help you think through full exits, phased transitions, or internal succession and structure outcomes that match your personal timeline, risk tolerance, and legacy goals. Options include immediate liquidity, earn-outs, or equity rollovers.
Buyer Fit &
Strategic Alignment
Rather than "marketing" your firm broadly, we focus on identifying the right counterpart. Our relationships span strategic acquirers, PE-backed platforms, and next-generation owners, all vetted for cultural alignment, continuity, and long-term viability.
Value Positioning
& Readiness
We work closely with you to understand how your firm operates, including services, talent model, current mix, and leadership dependencies, and help position it clearly and credibly for sophisticated buyers.
Deal Structuring
& Negotiation
From early conversations through LOI, diligence, and close, we advise on structure, economics, and risk, always with an eye toward protecting what matters most: your people, your clients, and your post-transaction reality.
What We Do
Your firm is more than your current EBITDA. It's worth what's possible when structured correctly. Here's what drives premium valuations in today's market:
Transition &
Liquidity Planning
We help you think through full exits, phased transitions, or internal succession and structure outcomes that match your personal timeline, risk tolerance, and legacy goals. Options include immediate liquidity, earn-outs, or equity rollovers.
Buyer Fit &
Strategic Alignment
Rather than "marketing" your firm broadly, we focus on identifying the right counterpart. Our relationships span strategic acquirers, PE-backed platforms, and next-generation
owners, all vetted for cultural alignment, continuity, and long-term viability.
Deal Structuring
& Negotiation
From early conversations through LOI, diligence, and close, we advise on structure, economics, and risk, always with an eye toward protecting what matters most: your people, your clients, and your post-transaction reality.
Value Positioning
& Readiness
We work closely with you to understand how your firm operates, including services, talent model, client mix, and leadership dependencies, and help position it clearly and credibly for sophisticated buyers.
Who We Help
Established accounting and tax firms
exploring succession, retirement, or a strategic exit.
Firm owners
who value discretion, preparation, and long-term outcomes over speed.
Small and Mid-sized Firms ($1M–$40M+ revenue)
thinking about institutional alignment or future liquidity.
We are not a high-volume brokerage. We work best with owners who want a thoughtful process and a trusted advisor at the table.
Who We Help
Established accounting and tax firms
exploring succession, retirement, or a strategic exit.
Firm owners
who value discretion, preparation, and long-term outcomes over speed.
Small and Mid-sized Firms ($1M–$40M+ revenue)
thinking about institutional alignment or future liquidity.
We are not a high-volume brokerage. We work best with owners who want a thoughtful process and a trusted advisor at the table.
Who We Help
Established accounting and tax firms
exploring succession, retirement, or a strategic exit.
Firm owners
who value discretion, preparation, and long-term outcomes over speed.
Small and Mid-sized Firms ($2M–$40M+ revenue)
thinking about institutional alignment or future liquidity.
We are not a high-volume brokerage. We work best with owners who want a thoughtful process and a trusted advisor at the table.
Deliberate. Confidential. Owner-Led.
Our approach
While every engagement is different, our work typically follows a clear
arc, starting from clarity and preparation to execution and transition, without rushing decisions before they’re ready.
Exploratory Conversation
We start by understanding your motivations, concerns, and long-term goals, not by pushing you toward a transaction.
Readiness &
Value Assessment
We assess where your firm stands today, what buyers will care about, and what (if anything) should be addressed before moving forward.
Targeted
Outreach
When timing is right, we conduct discreet, targeted conversations with qualified buyers who align with your priorities, not a broad market blast.
Negotiation &
Diligence Support
We help manage structure, economics, and diligence so you can stay focused on running the firm while protecting leverage and value.
Transition & Continuity Planning
Post-close, we remain available to support leadership transition, client continuity, and internal stability.
Deliberate. Confidential. Owner-Led.
Our approach
While every engagement is different, our work typically follows a clear
arc, starting from clarity and preparation to execution and transition, without rushing decisions before they’re ready.
Exploratory Conversation
We start by understanding your motivations, concerns, and long-term goals, not by pushing you toward a transaction.
Readiness &
Value Assessment
We assess where your firm stands today, what buyers will care about, and what (if anything) should be addressed before moving forward.
Targeted
Outreach
When timing is right, we conduct discreet, targeted conversations with qualified buyers who align with your priorities, not a broad market blast.
Negotiation &
Diligence Support
We help manage structure, economics, and diligence so you can stay focused on running the firm while protecting leverage and value.
Transition & Continuity Planning
Post-close, we remain available to support leadership transition, client continuity, and internal stability.
Deliberate. Confidential. Owner-Led.
Our approach
While every engagement is different, our work typically follows a clear
arc, starting from clarity and preparation to execution and transition, without rushing decisions before they’re ready.
Exploratory Conversation
We start by understanding your motivations, concerns, and long-term goals, not by pushing you toward a transaction.
Readiness &
Value Assessment
We assess where your firm stands today, what buyers will care about, and what (if anything) should be addressed before moving forward.
Targeted Outreach
When timing is right, we conduct discreet, targeted conversations with qualified buyers who align with your priorities, not a broad market blast.
Negotiation &
Diligence Support
We help manage structure, economics, and diligence so you can stay focused on running the firm while protecting leverage and value.
Transition &
Continuity Planning
Post-close, we remain available to support leadership transition, client continuity, and internal stability.
Deliberate. Confidential. Owner-Led.
Readiness Framing
Many firm owners reach out long before they’re ready to sell.
That’s often the smartest time to start the conversation.
At White Tiger Connections, we work exclusively and selectively.
Our role is not to push you to market. We help you understand where you are, what’s possible, and what a well-timed transition could realistically look like.
Whether you’re exploring options or preparing for a future sale, we help you move forward with clarity instead of pressure.
Deliberate. Confidential. Owner-Led.
Readiness Framing
Many firm owners reach out long before they’re ready to sell.
That’s often the smartest time to start the conversation.
At White Tiger Connections, we work exclusively and selectively.
Our role is not to push you to market. We help you understand where you are, what’s possible, and what a well-timed transition could realistically look like.
Whether you’re exploring options or preparing for a future sale, we help you move forward with clarity instead of pressure.
Deliberate. Confidential. Owner-Led.
Readiness Framing
Many firm owners reach out long before they’re ready to sell.
That’s often the smartest time to start the conversation.
At White Tiger Connections, we work exclusively and selectively.
Our role is not to push you to market. We help you understand where you are, what’s possible, and what a well-timed transition could realistically look like.
Whether you’re exploring options or preparing for a future sale, we help you move forward with clarity instead of pressure.
FAQs
How long does the process take from start to close?
Every transaction is different, but most processes take 6 to 12 months from initial preparation to close.
That timeline depends on readiness, market conditions, buyer fit, and deal complexity.
Our role is to structure the process properly from day one so momentum is maintained and value is protected.
What if I'm not ready to sell right now?
That’s completely fine. Many firm owners start conversations well before they are ready to sell.
We often work with sellers on preparation, positioning, and timing so that when they do decide to move forward, they are not reacting under pressure.
We have a team ready to help you at this stage. Book a call with us.
What size firms do you work with?
We work with small and mid-sized accounting and tax firms, generally in the $1M–$40M+ revenue range.
Whether you’re thinking about selling someday, planning internal succession, or just want a firm that runs without everything flowing through you, our work is focused on improving EBITDA, reducing owner dependency, and making the firm genuinely transferable.
Why not just sell on my own?
Selling a CPA practice is effectively a second full-time job that pulls you away from what you do best: serving clients and driving profitability.
An advisor keeps you in the driver's seat, leading your team and protecting margins while managing the discreet outreach, buyer vetting, negotiations, and seamless close.
How Do Fees Work?
Our fees are structured to align with the work involved and the outcomes we’re supporting. In many cases, compensation is tied primarily to a successful transaction, but structure can vary based on timing, scope, and the type of support an owner needs.
We walk through all fee considerations early in the conversation, so expectations are clear before any work begins.
FAQs
How long does the process take from start to close?
Every transaction is different, but most processes take 6 to 12 months from initial preparation to close.
That timeline depends on readiness, market conditions, buyer fit, and deal complexity.
Our role is to structure the process properly from day one so momentum is maintained and value is protected.
What if I'm not ready to sell right now?
That’s completely fine. Many firm owners start conversations well before they are ready to sell.
We often work with sellers on preparation, positioning, and timing so that when they do decide to move forward, they are not reacting under pressure.
We have a team ready to help you at this stage. Book a call with us.
What size firms do you work with?
We work with small and mid-sized accounting and tax firms, generally in the $1M–$40M+ revenue range.
Whether you’re thinking about selling someday, planning internal succession, or just want a firm that runs without everything flowing through you, our work is focused on improving EBITDA, reducing owner dependency, and making the firm genuinely transferable.
Why not just sell on my own?
Selling a CPA practice is effectively a second full-time job that pulls you away from what you do best: serving clients and driving profitability.
An advisor keeps you in the driver's seat, leading your team and protecting margins while managing the discreet outreach, buyer vetting, negotiations, and seamless close.
How Do Fees Work?
Our fees are structured to align with the work involved and the outcomes we’re supporting. In many cases, compensation is tied primarily to a successful transaction, but structure can vary based on timing, scope, and the type of support an owner needs.
We walk through all fee considerations early in the conversation, so expectations are clear before any work begins.
FAQs
How long does the process take from start to close?
Every transaction is different, but most processes take 6 to 12 months from initial preparation to close.
That timeline depends on readiness, market conditions, buyer fit, and deal complexity.
Our role is to structure the process properly from day one so momentum is maintained and value is protected.
What if I'm not ready to sell right now?
That’s completely fine. Many firm owners start conversations well before they are ready to sell.
We often work with sellers on preparation, positioning, and timing so that when they do decide to move forward, they are not reacting under pressure.
We have a team ready to help you at this stage. Book a call with us.
What size firms do you work with?
We work with small and mid-sized accounting and tax firms, generally in the $1M–$40M+ revenue range.
Whether you’re thinking about selling someday, planning internal succession, or just want a firm that runs without everything flowing through you, our work is focused on improving EBITDA, reducing owner dependency, and making the firm genuinely transferable.
Why not just sell on my own?
Selling a CPA practice is effectively a second full-time job that pulls you away from what you do best: serving clients and driving profitability.
An advisor keeps you in the driver's seat, leading your team and protecting margins while managing the discreet outreach, buyer vetting, negotiations, and seamless close.
How Do Fees Work?
Our fees are structured to align with the work involved and the outcomes we’re supporting. In many cases, compensation is tied primarily to a successful transaction, but structure can vary based on timing, scope, and the type of support an owner needs.
We walk through all fee considerations early in the conversation, so expectations are clear before any work begins.
Explore a Transition,
Without Disrupting Your Firm
Get clarity on your options, timing, and potential outcomes before making any decisions.
Explore a Transition,
Without Disrupting Your Firm
Get clarity on your options, timing, and potential outcomes before making any decisions.
Explore a Transition,
Without Disrupting Your Firm
Get clarity on your options, timing, and potential outcomes before making any decisions.
