Maximize LLC
BUILDING SCALE.
UNLOCKING VALUE.
Maximize LLC helps CPA firm owners increase enterprise value before they go to market by focusing on the three levers that matter most: multiple expansion, growth, and profitability. We are an alternative path for independent firms that want the upside of scale without simply handing the value creation opportunity to private equity.
HOW WE HELP
Unlock Your Firm’s Full Potential.
Building Scale,
Unlocking Value.
Are you looking to build a larger, more valuable CPA firm while staying focused on your clients, partners, and long-term goals? Many managing partners already know what would move the needle: stronger EBITDA, better systems, deeper resources, expanded advisory offerings, and a bigger platform. The challenge is finding the time, talent, and operating support to make those changes happen.
Maximize LLC works with CPA firm owners who want to grow from a position of strength. We help firms pursue scale, improve profitability, broaden client opportunities, and prepare for a stronger future transaction when the timing is right.
What We Do
We Create Measurable Value for a Stronger CPA Firm.
We work alongside CPA firms to create measurable value with a model built around practical execution, not theory. We help firms combine scale-building strategy with operating resources across growth, profitability, offshoring, AI, learning and development, advisory services, and M&A opportunity development.
Our approach begins with a simple belief:
larger, stronger firms can command better outcomes.
When EBITDA improves and the firm grows into a larger platform, the total enterprise value can change meaningfully. Maximize LLC brings the people and resources to help owners act on that opportunity before they sell.
What You Gain
Resources that turn operational improvement into enterprise value.
Working with Maximize gives firm owners access to resources that are often unavailable inside smaller independent firms. The goal is not only to grow revenue, but to turn operational improvements into enterprise value.
Increased Multiple Potential
Build scale through organic growth, merger opportunities, and platform development so the firm can be viewed as a larger, stronger business.
Improved EBITDA
Strengthen profitability through better billing practices, offshoring, client profitability audits, process improvement, and operational discipline.
Expanded growth capacity
Add business development, marketing structure, advisory services, and cross-selling opportunities without requiring the managing partner to carry every initiative alone.
Stronger transaction position
Enter future conversations with more revenue, better economics, and greater confidence in the value already created.
Continued owner participation
Pursue value creation before a transaction while maintaining focus on partner compensation, firm independence, and long-term optionality.
Our Solutions
A coordinated set of services for growth, efficiency, and value creation.
We specialize in CPA firms and work closely with private equity firms, professional service organizations, and business owners navigating succession or mergers.
Profitability Enhancement
We help firms identify and capture margin improvement through profitability bootcamps, billing practice improvement, client profitability audits, cross-selling opportunities, and operational execution. Every dollar of improved EBITDA can have an outsized impact when paired with a stronger market multiple.
Growth and Business Development
We help firms build a stronger growth engine by clarifying target audiences, structuring marketing and business development operations, and identifying client needs that can create new advisory opportunities. This includes traditional CPA services, CFO services, strategic funding, insurance, R&D tax credit opportunities, state and local tax services, and other nontraditional advisory categories.
Offshoring and Capacity Creation
We help firms use offshore resources more effectively so partners and managers can free capacity, improve delivery, and focus more time on growth, client service, and higher-value work.
M&A and Platform Building
We support firms in identifying merger, acquisition, and lateral partner opportunities that can accelerate scale. For firms that are not ready for, interested in, or attractive to traditional private equity, Maximize LLC provides a different path to value creation.
AI, Learning, and Operational Enablement
We help firms move forward on technology, AI, training, and process improvements that many smaller firms recognize as important but struggle to implement while managing daily client demands.
Ready for growth?
Contact us and see how we can help your firm’s growth.
OUR TEAM
A people-first value enhancement platform for independent CPA firms.
Maximize LLC is built to help independent accounting firms scale and unlock value. Our leadership resources include experienced professionals across growth, learning and development, effective offshoring, AI, profitability and EBITDA enhancement, advisory services, and firm leadership.
We bring access to specialized expertise that many smaller firms do not have internally, including advisors and operators who understand CPA firm growth, M&A, talent solutions, advisory service development, and profitability improvement.
We like different. Maximize LLC was created for owners who want a different conversation: one centered on creating value before the market decides what their firm is worth.
David Wolfskehl
President
Philip J. Whitman
Advisor
David Kells
Profit/ EBITDA Enhancement
Jennifer Farrington
Growth
Laurence Whittam
Effective Offshoring
Jason McKeever
Learning & Development
Justin Wolfskehl
AI
Contact Us
Let’s Get Started
If you believe your firm could be larger, more profitable, create more wealth for you and your family, and more valuable with the right resources behind it, Maximize LLC was built for that conversation.