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.


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:


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


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.


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.

Robert Fligel

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Recent Partner Moves

Here is a sample of our recent partner searches. Average new compensation was around $400k

  • Tax - High Net WorthNYC

  • Business ManagementNYC

  • Tax - Large Local FirmNYC