Growth advisory RF Resources specializes in growth and succession planning for CPAs and CPA firms, presenting an opportunity to position as a strategic advisor for firms seeking expansion through mergers, acquisitions, or leadership changes.

Executive search With capabilities to fill top positions and conduct partner/director level searches, there is potential to provide retained search services to mid-market CPA firms looking to strengthen leadership for growth and post-merger integration.

Succession opportunities The firm focuses on retirement planning and succession pathways, creating a rate-cardable offering for firms preparing to transition ownership, align with retiring practitioners, and optimize exit strategies.

Tech-enabled services Leverage the existing tech stack and cloud infrastructure to offer scalable advisory services, data-driven deal sourcing, and streamlined due diligence for buyers and sellers in the CPA ecosystem.

Market positioning Target mid-sized CPA firms in growth or transition phases as potential clients, while aligning with similar market players and the broader M&A activity in professional services to expand deal flow.