The Powell Group
The Powell Group, LLC is a Winter Park, Florida-based M&A advisory firm founded in 1985 that exclusively serves CPA firms across the United States. It provides market valuation, strategic planning, partner identification, and transaction negotiation services through a two-person leadership team.
- Company typePrivate
- Founded1985
- HeadquartersBaton Rouge, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Powell Group does
The Powell Group, LLC is a privately held M&A advisory firm founded in 1985 and headquartered in Winter Park, Florida. The firm specializes exclusively in serving CPA firms across the United States, providing advisory services that span the full merger and acquisition lifecycle: market valuation, strategic discussion, industry review, corporate profiling, partner identification, and transaction negotiation and closing. Its client base ranges from top-ten national CPA firms to local practitioner offices, and the firm states it has partnered with "countless firms, large and small" over nearly 40 years of operation.
The firm's service model is relationship-driven and founder-centric. Managing Director Thomas R. Powell personally engages with every client from initial contact through deal completion, supported by Senior Analyst Erica Deskus who handles partner identification and profiling work. The company operates as an LLC with no disclosed external investment, no parent company, and a confirmed team of two named professionals within a stated 1-10 employee range. There is no proprietary technology platform; the offering is pure professional services expertise.
The business model is professional services fees on a quote-based, multi-year engagement structure tailored to each client's M&A needs. Go-to-market is direct enterprise sales through personal outreach by the Managing Director, with a basic corporate website serving as the primary top-of-funnel contact point. The firm has no documented partnerships, no funding history, no acquisitions, and no public pricing. Revenue is not publicly disclosed.
The Powell Group firmographics
Firmographics- Name
- The Powell Group
- Legal name
- The Powell Group, LLC
- Website
- https://thepowellgroupllc.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Powell Group, LLC is a Winter Park, Florida-based M&A advisory firm founded in 1985 that exclusively serves CPA firms across the United States. It provides market valuation, strategic planning, partner identification, and transaction negotiation services through a two-person leadership team.
- Ownership category
- akta.pro rank
Where The Powell Group is headquartered
LocationHeadquarters
- HQ city
- Baton Rouge
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Powell Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- M&A Advisory Services: Professional advisory fees for merger and acquisition services including market valuation, strategic discussion, industry review, corporate profiling, transaction negotiation and closing, and partner identification for CPA firms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom advisory engagement |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
The Powell Group product offering
Product offeringCore offering
The Powell Group, LLC provides specialized merger and acquisition advisory services exclusively to CPA firms in the United States. Since 1985, the firm has guided accounting firms of all sizes — from top-ten giants to local practitioners — through the full M&A lifecycle, including market valuation, strategic planning, industry review, corporate profiling, partner identification, and transaction negotiation through closing.
Product overview
The Powell Group is a merger and acquisition advisory services firm specializing exclusively in the accounting industry. The firm offers a unified suite of six integrated services: Market Valuation, Strategic Discussion, Industry Review, Corporate Profiling, Transaction Negotiation & Closing, and Partner Identification. These services work together to guide CPA firms through the complete M&A lifecycle—from initial valuation and strategic planning through partner matching, negotiation, and final closing.
Differentiator
Problem solved
Functional benefit
Products and services
- Market Valuation
- Strategic Discussion
- Industry Review
- Corporate Profiling
- Partner Identification
- Transaction Negotiation & Closing
Quantifiable outcome
- Successful completion of countless mergers over 40 years
Companies that use The Powell Group
Customer profileSegments1 record
Ideal customer profiles1 record
The Powell Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Powell Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights3 records
The Powell Group competitors and assessment
Company assessmentMarket position
Competitive moat3 records
Key highlights5 records
Customer concentration
The Powell Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Powell Group leadership team
Management profileNumber of profiles
Profiles2 records
The Powell Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Powell Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Powell Group
What does The Powell Group do?
The Powell Group, LLC provides specialized merger and acquisition advisory services exclusively to CPA firms in the United States. Since 1985, the firm has guided accounting firms of all sizes — from top-ten giants to local practitioners — through the full M&A lifecycle, including market valuation, strategic planning, industry review, corporate profiling, partner identification, and transaction negotiation through closing.
Is The Powell Group a public or private company?
The Powell Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Powell Group founded?
The Powell Group was founded in 1985. It employs 1 to 10 people.
Where is The Powell Group based?
The Powell Group is headquartered in Baton Rouge, United States, in the North America region.
How does The Powell Group make money?
One revenue line is on record: M&A Advisory Services.
Does The Powell Group have an API?
No public API is recorded for The Powell Group.