Aquila
Global Advisors, LLC

AQUILA Global Advisors, LLC specializes in: Mergers & Acquisitions Succession Planning Designing Compensation Plans Resolving Partnership Issues Facilitating Strategic Planning Helping Managing Partners Become Effective Leaders Working with professional service firms through the United States, Canada, England and India August has been recognized as one of the "Top Most Influential People" in the accounting profession by Accounting Today. They have also described August as "One of the profession's key strategic thinkers." Principles & Values August has one true passion - to make a difference in the lives of his clients by understanding what they want to achieve and providing them with options. What differentiates August from other advisors is his unending devotion to implementation and his in-depth knowledge and experience in the areas of strategic planning, compensation design, succession planning and mergers and acquisitions. He has been involved in more than 150 mergers or acquisitions and is a sought-after advisor in succession planning and M&A. Learn more about August. Service Philosophy - I serve my clients best when we collaborate together to create solutions to your firm's biggest issues. Together we will arrive at a solution based on your firm's individual needs. Client Services - I provide individualized assistance to guide your firm to implement changes. Our engagement is not over until the desired change has been achieved. Because of the intensity of this involvement, I work with only a small number of firms at any given time. Service Guarantee - As a client of AQUILA Global Advisors, your satisfaction is guaranteed. I promise you quality service delivered in a timely and responsive manner with no surprises. If your expectations are not met, please let me know. I will acknowledge your concern and take immediate steps to resolve the issue. Client Confidentiality - I practice complete client confidentiality, and therefore do not disclose the names of clients without permission. While I have strategic alliances with exceptional consultants, I am a sole practitioner, when you hire me, I am your engagement leader. Contact August for more information.
Client Solutions & Services

AQUILA Global Advisors is very pleased to announce two new and exciting presentations that you can offer at an upcoming firm retreat or to members of your association at an upcoming conference.

These new programs cover the two most important areas of CPA firm management: 

  1. What Successful Managing Partners Do
  2. Engaging Partners in the Firm's Future

Without a doubt, these topics are critical for the success of every firm. Each program can be modified to suit your needs whether you are looking for a key note presentation, half-day or full-day course.

Contact August for more information.


Services

August can consult with your firm on the issues it might be facing. For example:

  • Partner Issues
    • Retirement / Succession Planning
    • Resolution of Partnership Issues
    • Managing Partners Coaching
    • Review of Partnership Agreements
    • Managing Partner Selection
  • Mergers & Acquisitions
    • Candidate Search
    • Practice Valuation
    • Practice and Cultural Assessments
    • Negotiation and Contract Assistance
    • Integration Assistance
  • Firm Efficiency and Profitability Reviews
    • Strategic Planning
    • Operational Excellence / Benchmarking the Practice
    • Client Profitability Analysis
    • Billing and Collections Analysis
    • Operational Reviews
    • Performance Management and Goal Setting
  • Partner Retreats
    • Customized Partner Retreats and Workshops
  • Compensation Design
    • Partner Compensation Plans

Solution Examples

I have been honored to work with hundreds of accounting and law firms during the past 30 years ranging from sole practitioners to firms with more than 300 owners. While I bring a wealth of knowledge to the client, I am also acutely aware of how much I continue to learn from my client engagements. My past engagement solutions include the following:

  • Top 100 Firm - Developed a detailed succession planning process and facilitated a strategic planning retreat for the management committee.

  • Top 100 Firm - Designed a partner compensation plan.

  • Local East Coast Firm - Assisted the managing partner in developing a new partnership agreement and identified the key issues in each article of the agreement.

  • Major Midwest Firm - Assisted in the sale of one of its divisions to a publicly traded company.

  • Local East Coast Firm - Assisted in the acquisition of a $1 million tax practice.

  • Great Lakes Firm – Developed succession plan process for managing partner.

  • South Central Firm - Developed a strategic alliance structure between the firm and another consulting company. Also, completed an operational efficiency analysis and assisted in the development of Class A and Class B stock.

  • Midwest Top 100 Firm - Developed and facilitated annual partners’ retreat.

  • West Coast Firm - Introduced managing partner to private equity funds, facilitated strategic planning session for management team and consulted on the development of more efficient tax processing.

  • Two-partner Midwest firm - Facilitated partner separation and valuation of the practice.

  • Large California Firm - Facilitated the development of the firm’s first strategic plan.

Contact August for more information.


 

 
4732 Chantrey Place | Minnetonka  |  Minnesota  |  55345

Office 952.930.1295  |  Mobile 952.270.1617  |  AAquila@AquilaAdvisors.com

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