CONSULTING & ADVISORY

Make the right decision at the right time.
Every time. 

Embrace Transformation

Transforming your firm is best with a strategic partner by your side. We are your go-to advisors and confidants with a passion for helping firms and professionals reach financial and personal fulfillment in the profession. Let’s help you move from what you think you want, to what you need.

At Winding River Consulting, we enjoy the distinction of being the only entity of our kind to work solely with accounting firms. We understand the challenges and opportunities that come with an evolving market and industry, offering expertise in strategic growth planning, advisory services, M&A/PE, partner and firm retreats, and cultural development.

Ensure Viability

Firm leaders face evolving priorities and uncertainty in resource investment. We specialize in creating firm growth, enhancing productivity, and meeting profit goals. Our team of former firm owners guides leaders in managing people, building businesses, and ensuring long-term viability. Winding River Consulting integrates practice management with firm strategy through its 4 Pillars of Firm Growth, helping you make the right decisions at the right time. How can we assist you?

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Practice Management

Trust in experienced former firm leaders to guide your firm to success, from capacity planning and governance to fostering a strong culture and maintaining independence. 

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Strategic Growth Planning

To stay viable, firms must align on three core areas of growth: Digital, M&A, and Organic

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Advisory

Get trusted insight for business goals, from model shifts to revenue assessment. Whether it's course corrections or maintaining momentum, we're here to help.

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M&A/PE

Our professionals have extensive experience in accounting. We have facilitated over $100M in M&A deals, guiding partners and firms through successful negotiations for maximum outcomes.

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Partner Retreats

With over 40 years of experience and a global presence, we specialize in creating transformative partner retreats for accounting firms. They aim to propel leadership teams toward unparalleled success and have successfully empowered over 150 prestigious firms worldwide. The invitation is extended to experience a retreat that goes beyond the ordinary.

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Practice Management

There’s only a handful of people who know what it’s like to run a CPA firm. Partner with advisors who have walked the walk, and can help you conquer your biggest challenges. From capacity planning and governance to culture and staying independent, trust in former firm leaders who can elevate your firm's success.

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Strategic Growth Planning

Does your firm lack a well-defined strategic growth plan? Or is it irrelevant? 5+ year plans are no longer viable in today’s rapidly changing market. Firms need to be able to pivot, and do so quickly and strategically. In order to stay viable as a firm, your firm needs to have alignment and plans for three core areas of growth:

  1. Digital: The new lifeblood of today’s CPA firm. Click here to learn more about how we accelerate firms into digital growth.
  2. M&A: Many firms are seeking M&A as an exit strategy, but few navigate the subtle pitfalls along the way.
  3. Organic: At the end of the day, people buy from people. But the way we build relationships is changing.
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Advisory

Advisory boards are critical to a firm's successful strategic implementation. Boards function to facilitate ingenuity and focus while honoring experience and practicality. Whether you're looking to make a shift in your business model, assess preparedness for new revenue streams, or simply bring strategic initiatives into greater focus, Winding River Consulting provides trusted insight to align those goals. Whether the need is to course-correct, win buy-in, or initiate and maintain forward momentum, Winding River is here to help.

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M&A/PE

Led by Gary Shamis, Winding River Consulting is a team of elite professionals with extensive experience in the accounting profession. We have walked managing partners and firms through the complex and sensitive process of profitable mergers and acquisitions, facilitating more than $100M in transactional M&A deals. Our team can provide you the guidance you need to successfully negotiate this process and maximize desired outcomes.

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