Our People

Working with us means access to accomplished professionals with years of successful public accounting experience. As specialists in M&A, search, and consulting for CPA firms and partners/directors only, our longtime industry expertise and our in-depth focus on the NY Metro market are true assets.

Robert Fligel, Founder

  • CPA in the State of New York; Graduate of the University of North Carolina at Chapel Hill
  • Career began with six years providing audit and tax services at a New York City CPA firm
  • Became an Audit Manager at a Fortune 500 firm and an associate at a national search and recruiting firm
  • Director of Human Resources for a “Big 4” accounting firm.
  • Was co-founder and Senior Partner of what would become one of New York’s largest and most successful executive search firms
  • Active in The New York State Society of CPAs, the National Conference of CPA Practitioners and other professional organizations.
  • Have placed countless partners and senior professionals in CPA firms, Fortune 500 and privately held companies.

Advisory Board

Our Advisory Board is made up outstanding industry experts whom we bring in to consult in their specialties as needed. These include:

  • CPA: Financial and strategic advisor to entrepreneurs in media, communications, professional services, the arts and other select industries. Specializes in seeking, negotiating and structuring the sales of closely held companies.
  • Director, Human Resources: For a Fortune 100 firm with global operations. Areas of expertise include generalist human resource issues, staffing, employee relations, compensation, and international plus domestic management development and relocation.
  • Attorney: Partner in a prestigious mid-sized New York City firm. Practice areas include Acquisitions, Divestitures and Mergers; Banking; Corporate.
  • CPA: Experience as a partner in national plus mid-sized firms and CFO of a technology firm. Significant expertise including advising clients in accounting, auditing, succession planning, mergers and acquisitions, valuations, forensics and litigation support.
  • Managing Director: From a prestigious investment bank with expertise in managing the day to day transaction advisory and execution process, interacting with all constituents including investment bankers, underwriters and legal counsel. Prior “Big 4” experience.