Partnership Opportunities

Prosperity is actively seeking to acquire or merge with leading tax and accounting firms, creating partnerships that solve vital challenges facing the industry and unlock growth.

Why Partner with Prosperity?

Growth

We can accelerate your growth by implementing our tested, best-in-class technology, managing your recruiting and hiring efforts and leveraging our infrastructure to oversee your finance, information technology and administrative functions.

Expertise

Our deep technical expertise combined with broad service offerings allows you to better serve your clients.

Culture

We are a people-first organization with a culture that identifies and develops talent, provides growth opportunities and rewards individual and firm achievement.

Solutions

Our partnerships are designed to solve your key challenges, including succession, technology and capacity, while providing you with upfront cash and meaningful rollover equity.

Opportunity

Joining Prosperity today provides a unique opportunity to become an impactful leader and to shape the future of our combined business.

Accelerate Growth by Leveraging our Infrastructure

  • Benefit from the time and capital we’ve invested in selecting and implementing leading technologies that enhance client service and employee experience.
  • We provide an in-house technology team that trains and supports your staff.
  • Secure top talent consistently with our centralized human resources team, which includes full-time, in-house recruiters that lead firm-wide hiring efforts and secure offer acceptance rates far exceeding industry norms.
  • Enhance management decisions using real-time data derived from our reporting and governance infrastructure, including centralized billing, payroll and finance, leading to better outcomes for clients, partners and employees.

73%

Employment Offer Acceptance Rate

20+

New Employees Hired in the Past 12 Month

Add Value for your Clients with our Expertise and Service Offerings

  • Join a boutique firm that punches above our weight in expertise, service level and quality of clients.
  • Utilize experts throughout our organization to ensure your clients receive the highest level of service.
  • Collaborate across our firm on new business efforts to bring the best of Prosperity Partners to each client and engagement.

Participate in Building a People-First Organization

  • Ensure consistent service quality and talent development with our exceptional employee retention rates.
  • Your employees can access career advancement opportunities that are only available at a high-growth firm.
  • Offer equity compensation to all your employees as both a retention tool and a wealth creation opportunity through our Employee Purpose Plans.
  • Share in our camaraderie and winning culture that is lived, supported and embraced by firm leaders.

 

97%

Employee Retention in Past 12 Months

 

Partner with Prosperity to Solve your Challenges

  • Address business succession challenges with access to our talented next generation of leaders, in-house talent development programs and capital to build and develop resources that strengthen your business.
  • Become part of a firm that devotes time and resources to ensuring we’re at the leading edge of technology.
  • Resolve capacity limits by joining a growing platform with talented professionals at all levels.
  • Receive upfront liquidity via cash proceeds and meaningful rollover equity, making you an owner in a high-growth business with the same class of equity as all our partners and investors.

What to Expect

We will guide you through the process of exploring a partnership, on your timeline.

Make Introductions

Learn about Prosperity Partners vision for the future and how we approach partnerships.

Share Information

Share essential financial and operational information.

Receive an Offer

Receive an offer with key terms including valuation and timeline to closing.

Complete Diligence

Conduct due diligence covering legal, financial, operational, and employee topics.

Finalize Partnership

Finalize economics, execute legal documents and begin integrating and growing together.

Hear from Firms that have Partnered with Us

We immediately benefited from Prosperity’s deep technical expertise and breadth of resources. We’re able to serve clients in ways we couldn’t before, strengthening our relationships with them and creating opportunities for our employees to get broader experience. Further, Prosperity is on the cutting edge of tax technology allowing us to streamline our workflow and better serve our clients in our primary role as tax advisors. Prosperity had a genuine interest in preserving our relationships and ensured our team was taken care of by being transparent throughout the transaction process.

David Larson
McGowan Guntermann, joined Prosperity June 2024

In a fast-changing market, even successful firms need to rethink their strategy. Prosperity’s story of recognizing challenges in our industry and investing to build the firm of the future resonated with us. We’re expanding our pipeline of talent and mastering the latest technology with their help. As one firm, we can continue to deliver for our clients and we’ve expanded the opportunities and rewards for our employees.

Mike Jain
Jain & Jain, joined Prosperity January 2024

As a small firm with single-digit employees, we compete on our superior client service. Now that we are part of Prosperity, not only do I know that focus on great service will continue, I know that my clients and colleagues are in good hands for the long-term. The tools we now have at our disposal have made us more competitive locally and we’re attracting new talent with the benefit of Prosperity’s recruitment efforts and hiring practices. I’m confident that we’re positioned for success.

Courtney Jones
Stratus Group, joined Prosperity November 2023

Prosperity impressed us with their track record of growth and the investments they’ve made to ensure that quality growth not only continues but accelerates. In addition, they are the right culture fit for our team. They really care about their employees and clients and that shows up daily. I know our team and our clients are going to benefit from this partnership. Anyone considering the future of their firm should look at what we’re building.

Harry Cendrowski
CCA, joined Prosperity September 2024

Our partnership with Prosperity was a strategic decision driven by their advanced technology, breadth of expertise, and their exceptional team. This partnership enhances our professional capabilities, broadens our service offerings, and optimizes key functions such as hiring and recruiting. Partnering with Prosperity will allow us to deliver greater value to our clients, foster growth opportunities, and maintain our entrepreneurial spirit. We are excited to begin this next chapter and are committed to advancing Prosperity to new heights!

Vikesh Bansal
Wiener & Garg, joined Prosperity October 2024

We recognize how important this decision is for you, your family, your employees, and your clients. We want you to be fully informed when you decide to partner with us.

Want to learn more? Connect with our Partnerships team.

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