Our Approach

Our Approach

The RF Resources approach is simple:  We use our comprehensive understanding of the public accounting business and strong industry relationships to address the needs and challenges of high-level CPAs and CPA firms.  Our goal is to help our clients make confident decisions throughout the various stages of their careers/business cycles, including major events such as organizational changes, mergers, acquisitions, leadership succession and more.

Methodology

Our proprietary M&A and search methodologies are based on years of inside-the-industry experience.  Structured, efficient and proven, our methodology for both M&A and search is built on a three-step process comprising:

STEP 1:  PERSONAL INTERVIEW & ASSESSMENT

We’ll discuss all aspects of your firm or your personal objectives, driving toward a comprehensive assessment of:

• Your firm’s sale and/or merger objectives
• Your firm’s requirements for a new partner or other senior member
• Your own marketability, if you’re searching for a new opportunity

STEP 2:  STRATEGIC ANALYSIS

Following agreement to proceed, a three-month exclusivity period begins with an in-depth tactical review session. Your firm’s profitability, partner and staff performance metrics and historic revenues will all be considered against desired objectives. Your own performance history and market value will be factored into a full profile.

STEP 3:  RF MATCHING SYSTEM

We have close relationships with many of the industry’s most successful people and firms. Access to these key players is one of the most significant benefits we offer our clients.

The RF Resources Matching System helps us to quickly and accurately identify the people and firms that best meet your requirements.  Factoring in your history, capabilities, objectives and personality, we’ll create a shortlist of prospects, taking us a significant step closer to achieving your goals.