Adding Value Beyond the Balance Sheet

The Five Fortunes of CPA Firm Governance


Founder and Managing Partner of Integrated Growth Advisors, Dan McMahon, will present on May 21, at the Allinial Global Conference, in Napa, CA. 

The presentation, “The Five Fortunes of CPA Firm Governance,” explores how CPA Firms deploy an effective corporate governance infrastructure.   The benefits result in a culture of a firm’s partners and employees rowing in the same direction, high growth, risk aversion, and, ultimately, a firm that is sustainable and transferable to the next generation of ownership.

Dan McMahon
Managing Partner

Dan McMahon’s career includes over 25 years in Chicago and New England as a CPA and business advisor with focused experience on serving professional services firms. Prior to founding IGA, he served as an Audit Partner and the Partner-in-Charge of Sales and Marketing for a $30 million revenue regional public accounting firm based in New England, where he also specialized in governance and controls.

He advises many clients in the public accounting profession on firm governance, sustainability, generational transferability, and building increased equity valuation. Dan also provides mergers and acquisitions advisory services to business owners including the leaders of CPA firms.

Integrated Growth Advisors is a business growth advisory firm focused on increasing equity value for CPA firm partners through a variety of strategies surrounding corporate governance, accountability, emerging leadership coaching, revenue growth and marketing awareness.

Allinial Global is a member-based association of independent accounting and consulting firms. Founded in 1969, it has 191 members with locations throughout the world generating approximately $3 billion in collective revenues.


Click here to request a one-on-one meeting with Dan in the San Francisco area May 20 or 21. Or, call Dan at (860) 295.1459.


Click here to learn more about Dan McMahon’s background. 

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