CPA & Advisory Platforms · VALUE CAPTURE
Acquired-Firm Integration Program.
Every acquired firm moved onto one platform standard for systems, workflows, pricing and reporting on a set schedule, so the platform's capacity and margin show up in the numbers instead of staying in the deal model.
The problem this solves
- Several tax and practice-management systems running in parallel long after close
- Acquired partners keeping their own pricing, scoping and review habits
- Client and staff attrition risk during the transition
What we measure
- Time to platform standard per acquired firm
- Client and staff retention through integration
- Realization at acquired firms versus the platform
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Integration playbook per firm
A repeatable sequence from signing to platform standard: systems, data migration, engagement letters, pricing, people and client communication.
02
Workflow and data migration
Client files, engagement history and workpaper conventions moved onto the platform's systems, with automated migration and reconciliation led by our technical co-founder.
03
Integration scorecard
Time to standard, client retention, staff retention and realization tracked per acquired firm for platform leadership and the sponsor.
The market context, in published numbers
11 of 30
largest US accounting firms had taken on private equity investment as of Q3 2025
KPMG Corporate Finance, Professional Services Industry Update, Winter 2025 (2025)
17%
median growth rate reported by client advisory services (CAS) practices, in a survey of 206 self-selected US practices (2023 data)
34%
of tax firms deploy generative AI at an organizational level; only 19% of those firms measure the ROI of their AI tools
55,152
accounting bachelor's and master's graduates in the 2023-24 academic year, a third straight annual decline after falls of 7.4% and 9.6%; enrollment has since begun to grow again
AICPA, 2025 Trends report (news release, October 27, 2025) (2025)
Figures are third-party market benchmarks from the cited sources, not Ometz Partners client results. We share them so you can size the problem before we ever talk.
Capabilities
What the Integration & Value Capture program covers.
Day-1 readiness and the first 100 days
Legal Day-1 readiness, communications, decision rights and a plan for the first 100 days with the risks named and owned.
Integration management office
Workstream plans, a weekly cadence, issue and risk logs and decision tracking, run with your leadership and the sponsor.
Synergy tracking
Each synergy defined, baselined and owned, with run-rate benefits and one-time costs tracked against the deal model.
Systems and data consolidation
Practice-management, ERP, CRM, accounting and custodial platforms consolidated, with data mapping, migration and reconciliation automated where possible.
Operating-model harmonization
Pricing and fee schedules, front-desk and back-office processes, and policies standardized where it creates value, and left local where it does not.
People and relationship retention
Retention plans for clinicians, advisors, partners and key staff; for wealth platforms, advisor transitions and client repapering run as a tracked workflow.
Carve-outs and TSA exits
Standalone functions stood up and transition-service agreements exited on schedule for businesses carved out of larger groups.
Also in the CPA & Advisory Platforms program
MARGIN
Busy-Season Capacity Program
More returns and engagements through the same team: intake, preparation and review redesigned around one standard workflow, with AI and automation where they shorten the cycle, and partners taken off preparer-level work.
REVENUE
Advisory, CAS & Pricing Program
Capacity turned into revenue: CAS and advisory offered systematically to the existing book, and pricing moved from hours to scope and value as AI compresses preparation time.
Next step
Size this opportunity in your own numbers.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.