Firm Growth Initiative

Firm Growth Initiative

Vertical Advisors is a unique / next generation CPA firm. Vertical Advisors primarily services closely held businesses and their owners. We also provide services to real estate investors, affluent individuals, entrepreneurs, and taxpayers that desire more than just a traditional CPA. Although we do provide the traditional CPA and accounting services, we focus on providing a more proactive consulting approach. We have experienced large growth and continued interests in our unique services. We never get tired of new clients telling us, “I never knew CPAs provide these types of services”.

In order to keep up with demand, Vertical Advisors (VA) is looking for growth opportunities. VA is interested in meeting with small to medium sized CPA firms and sole practitioners that have a desire to break the mold of the typical CPA firm and become part of Vertical Advisors, LLP. VA is also interested in speaking with top performing CPAs that are looking for something more dynamic and have a client base.

If you are interested in speaking with us about a merger opportunity, please email Peter DeGregori, Managing Partner at info@verticaladvisors.com. All emails and communication will be treated confidential.

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