Franklin Alliance
Franklin Alliance supports CPA firms across the nation in expanding their growth and market reach while preserving their local identity. The company builds a platform of leading Tax & Accounting firms, offering human capital solutions and best-in-class infrastructure to facilitate smooth ownership transitions and drive next-generation innovation. Their partnership process includes consultation, evaluation, proposal, due diligence, and a structured transition to sustainable growth.
- Enterprise Software
- Financial Technology
- Software Only
Funding
Founders
Product
Problem
CPA firm owners often face significant challenges when seeking to sell their family-owned businesses or expand their market reach, including navigating complex transitions, preserving their local identity, and managing day-to-day operations while pursuing growth. Many firms have untapped capabilities that remain unrealized due to limited resources, outdated technology adoption, and a lack of strategic support infrastructure.
Solution
Franklin Alliance empowers CPA entrepreneurs by providing a comprehensive platform of leading Tax & Accounting firms, backed by a top-tier team and best-in-class infrastructure. The company offers human capital solutions and facilitates smooth transitions for firms looking to sell, while simultaneously building a next-generation Tax & Accounting platform. Their approach includes a structured six-step partnership process—from initial consultation and business evaluation to personalized proposals, due diligence, and transition planning—designed to unlock firm potential and promote innovation through new technologies and strategies. The company focuses on more than profit margins, aiming to help CPA firm owners reach their personal and professional goals while fostering community growth and ensuring thriving businesses benefit local communities.
Target Audience
Primary customers are CPA firm owners and entrepreneurs across the United States, particularly those running family-owned Tax & Accounting practices who are considering selling their businesses or seeking strategic partnerships to expand their market reach.
Features
- Streamlined partnership process with defined phases: consultation, evaluation, proposal, agreement/diligence, transition, and growth, typically completing diligence within weeks 4-16
- Human capital solutions that address staffing, training, and organizational development needs for CPA firms
- Best-in-class infrastructure support including operational efficiency enhancements and strategic growth initiatives
- Commitment to preserving local identity and community presence while integrating firms into a broader national network
- Innovation-driven approach that embraces new technologies in operations, processes, and strategies to keep firms competitive
- Growth-focused ownership model that leverages expertise and resources to drive sustainable revenue growth post-acquisition