1st Global Launches Wealth Management Feasibility Analysis and Consultation Offering for CPA Firms

DALLAS, Aug. 16, 2012 /PRNewswire/ -- 1st Global, a leading growth consultant for select CPA firms, is launching a comprehensive discovery program for firms interested in maximizing the growth, profitability and valuation of their current wealth management program, or exploring the addition of wealth management services for the first time. 1st Global's new Wealth Management Feasibility Analysis and Consultation™ program offers a riskless look at a CPA firm's embedded wealth management enterprise value and outlines the optimal services, processes, structure, key performance indicators and technologies necessary to realize this potential.

"There's an ocean of opportunity in wealth management within the grasp of many CPA firms," says Tony Batman, 1st Global Chairman and Chief Executive Officer. "This new consulting program is specifically designed to quantify this growth opportunity and provide an executable road map for high-performance CPA firms to achieve their highest profit and valuation potential."

Highlights of the Wealth Management Feasibility Analysis and Consultation™ program include: pro forma profit and loss estimates for the wealth management enterprise at one-, three-, five- and 10-year periods; current and pro forma fair market valuation estimates; demographic and geographic market research on the firm's existing and potential client base; understanding internal and external impediments to success; and wealth management best practices for CPA firms.

"The Golden Age of fast growth and rising profits for the CPA profession is a distant memory for many firms. Partners and shareholders of CPA firms should be dedicated to increasing overall firm profitability, increasing partner compensation, maximizing firm-wide enterprise value, and partner succession planning to ensure a graceful transition into retirement," says Batman.

To learn more about this unique consulting engagement, visit www.1stGlobalConsulting.com. You can also contact 1st Global at (800) 959-8461 or [email protected].

About 1st Global
1st Global was founded in 1992 by CPAs who believe that accounting, tax and estate planning firms are uniquely qualified to provide comprehensive wealth management services to their clients. 1st Global provides CPA, tax and estate planning firms the education, technology, business-building framework and client solutions that make these firms leaders in their professions through dedicated professional client relationships built around wealth management.

More than 450 firms have chosen to affiliate with 1st Global, making us one of the largest financial services partners for the tax, accounting and legal professions.

1st Global Capital Corp. is a member of FINRA and SIPC and is headquartered at 8150 N. Central Expressway, Suite 500 in Dallas, Texas, (214) 265-1201. Investment advisory services offered through 1st Global Advisors, Inc., an SEC-Registered Investment Adviser. Additional information about 1st Global is available via the Internet at www.1stGlobal.com

SOURCE 1st Global