M&A Activity Remains at All-Time Highs

We have experienced a substantial uptick in Managing Partners of $5M to $100M+ firms contacting us weekly with similar concerns:

• Meeting increasing retirement obligations
• Weighing the risks of remaining independent with the industry volatility
• Inability to jumpstart or increase advisory revenue
• Exploring and cash-flowing private equity options

The Reality is Material Transformation is Occurring

YTD in 2024, we have already conducted many traditional accounting firms to accounting firm M&A transactions ranging from $2M to $40M and several private equity transactions ranging from $8M to $20M, and we are only in May. Additionally, more firms continue to ask us to conduct succession assessments and our Market Value Accelerator (MVA) engagements to understand which path forward makes the most sense.

These Questions Are Crucial to Understanding Your Future

• Are you familiar with the options/benefits/risks of merging, selling, or private equity? There are many nuances to how deals are constructed, including how terms are presented.
• Do your partners and future leaders have the skills to do more than compliance? Can they sell, and do they have a consultative mindset?
• What steps do you need to take over the next 3 to 5 years to remain competitive? Many firms have a plan but struggle to implement it effectively.