Metzler Advisory Group LLC        Serving CPA firms and the profession

What We Do

For CPA firms:

  • Guidance in establishing and implementing in-firm Leadership Programs

  • Emerging partner training and mentoring

  • Managing partner mentoring 

  • Guidance in converting from equity based partner buy outs to deferred compensation programs

  • Guidance in establishing performance based compensation programs

  • Strategy development and implementation guidance

  • Succession planning 

  • Merger, acquisitions and sales

  • Practice management guidance for firms of all sizes

For companies ​​that work in the CPA profession:

  • Strategy development for the CPA profession channel

  • Participation on corporate boards and advisory groups 

  • Executive and  staff education about the CPA profession; current and emerging trends and how firms serve clients, provide value and generate profits

  • Speeches, webinars  and participation at conferences and events 

  • White papers, special studies and articles

  • Website content development 

  • Mentoring and coaching

For CPA associations and societies:

  • Strategy development and thought leadership

  • Speeches, webinars and participation at conferences and events 

  • White papers, special studies and articles