Accounting Firm M&A: Trends, Valuations & Challenges with Geoff Bruskin [Ep.172]

It’s time to discuss the world of Mergers and Acquisitions (M&A) in accounting.

In this episode, Larry Heller, CFP®, CDFA ® sits down with Geoff Bruskin, M&A specialist from White Tiger Connections, Inc., to discuss the bustling landscape of M&A, particularly within accounting. Geoff, with his extensive background in business brokerage and private equity, sheds light on why accounting firms have become hot commodities for private equity firms and other investors in today’s market. 

They explore the emergence of PE interest in an untapped sector, revealing insights on operational optimization and technology’s transformative role. The conversation touches on AI’s potential to reshape professional services and offers a roadmap for navigating talent challenges in the industry.

Key conversations in this release include:

• Why accounting firms are gaining traction in M&A 
• The impact of subscription-based and value-based billing 
• AI’s revolutionary role in professional services
• Trends in small to medium-sized CPA firms 
• Tackling talent shortages and future strategies 
• And so much more!

Connect with Geoff Bruskin:

• LinkedIn: Geoff Bruskin
• White Tiger Connections

Connect with Larry Heller: 

• [phone]
• Schedule a 20-Minute Call
• Heller Wealth Management
• LinkedIn: Larry Heller, CFP®, CDFA®, CPA
• YouTube: Life Unlimited with Larry Heller, CFP®

About Our Guest:

Geoff Bruskin helps CPA firms and wealth management practices scale, merge, acquire, and ultimately realize the enterprise value they’ve built. As the founder of White Tiger Connections, Geoff operates at the intersection of M&A advisory, business brokerage, and strategic growth – whether organic or through acquisition.

Beyond the accounting and financial services sectors, Geoff works with firm owners and their clients across industries – construction, logistics, IT/MSP, marketing, manufacturing, and beyond – helping them navigate liquidity events, capital raises, and succession planning with precision.

Geoff also hosts The Nexus Point Podcast, where he sits down with industry leaders, investors, and operators to dimensionalize trends in M&A, private capital, and firm growth strategy.

At the core of everything: relationships. The best opportunities emerge from trust, alignment, and a clear understanding of what success looks like – today and years down the road.