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M&A for CPA/Accounting & Financial Firms

White Tiger Connections is an M&A advisory and consulting firm focused on CPA/Accounting and Financial Services firms. Since 2019, we have helped owners of CPA/Accounting firms, RIAs, and law firms buy, sell, merge, and plan succession with confidence.

  • Min project size
    $25,000+
  • Hourly rate
    Undisclosed
  • Employees
    10 - 49
  • Year founded
    Founded 2019

Overview by:

Reviewer avatar
Geoff Bruskin
Founder & Managing Partner About the Team

Select Focus Area
Commercial Financing Focus
Executive Search Focus
Senior Level Talent Acquisition
60%
Retained Executive Search
25%
C-Suite Talent Acquisition
15%
Industries
Financial services
80%
Legal
20%
Clients
Small Business (<$10M)
80%
Midmarket ($10M - $1B)
20%

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Our Story

White Tiger Connections began as an executive search firm for CPA/Accounting firms. We kept seeing owners who needed more than a hire: a partner for the full arc of building a firm worth having, and worth selling. Today we advise CPA/Accounting firms, RIAs, and law firms on M&A, succession and exit planning, valuations, talent, and growth. We don't parachute in with a deck and disappear; we work alongside owners with practical advice grounded in how professional-services firms really run.

Meet the Team

Geoff  Bruskin

Geoff BruskinFounder & Managing Partner

Geoff Bruskin is an M&A consultant specializing in public accounting and financial services. As founder of White Tiger Connections, he advises firm owners on strategy, sales, and investments, backed by deep ties to private equity and VC.

Harsh Gokani

Harsh GokaniDirector of Operations

Harsh brings deep experience in sales, project management, and operations. He helps accounting firms streamline everything from lead intake to client engagement, using automation and clear SOPs to turn manual work into revenue-driving systems.

What Sets Us Apart

Specialists in professional-services firms

We focus exclusively on CPA/Accounting firms, RIAs and wealth firms, and law firms, so we understand their economics, their people, and what buyers actually value.

One partner from growth to exit

M&A, succession, valuations, talent, and growth aren't separate conversations. We guide owners across the full arc, from the decisions that strengthen a firm to selling, merging, or handing it off.

Practical, not theoretical

We don't parachute in with a deck and disappear. We work alongside owners and their teams on advice grounded in their real people, processes, systems, and economics.

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