Building the Financial Services Firm of the Future

We equip your team with proprietary AI, long-term permanent capital, employee investments, and strategic expertise to accelerate growth and strengthen client outcomes — supported by our modern business consulting services and AI consulting firm capabilities.
EFFICIENCY GAINS FROM AI WORKFLOWS
40%
FUTURE PROOF YOUR FIRM

Your Strategic Partner for Long-Term Growth

Employee First approach, Shared Ownership, and Strategic Growth Partnerships that help you multiply your business impact in a world rapidly changing by Artificial Intelligence.

Partnerships

We partner with exceptional firms with exceptional culture and leadership. As a trusted provider of strategic advisory services, we deliver high ROI investments, M&A support, shared services, and guidance that help firms scale, thrive and continue delivering exceptional client service.

Employee Centric Growth

Empowering people by eliminating repetitive work, accelerating organic growth, creating pathways for higher-level and more fulfilling roles, and sharing the company’s success through ownership and incentive alignment.

Foster Innovation

We have an in-house tech team dedicated to developing AI-powered solutions for our employees and clients. These technology advisory services strengthen operational performance as we build new tools and leverage best-in-class platforms to help partners stay ahead of the AI adoption curve.

Empower Ownership

We create employee ownership and liquidity pathways along with incentive alignment throughout the organization to create wealth generation opportunities.

How We Add Value

We offer a full range of capabilities and AI-informed solutions for everything from common business problems to unique use cases.

AI Enablement

Our AI development and enablement capabilities help you identify high-value use cases, streamline workflows, and deploy practical solutions. We combine AI strategy, data management and governance, readiness assessments, and engineering support to drive efficiency and smarter decision-making. 

Shared Services

Our Shared Services capabilities are designed to reduce administrative burden for you by taking care of common functions such as Growth and Marketing, HR, Finance, Legal and IT. This allows you to stay focused on deepening client relationships and employee satisfaction.

Strategic Thought Partner

Our Strategy Consulting services help firms plan, prioritize, and grow with purpose. We support strategic planning, performance optimization, and competitive positioning so you can scale effectively and stay ahead in a changing market.

M&A Acceleration

We partner with firms to accelerate M&A velocity with sourcing, diligence, valuation, and integration support. Our M&A team helps you pursue strategic opportunities and structure deals that drive long-term growth.

Operational Improvement

Our Operational Improvement capabilities streamline your operations by identifying bottlenecks, optimizing workflows, and strengthening execution. We help firms increase efficiency, reduce friction, and build processes that scale sustainably.

Change & Adoption

We help teams adopt new technologies and strategic initiatives with confidence. Our Change Management services support communication, training, and stakeholder alignment to ensure your transformation efforts stay on track.

Meet the Team Behind Count

Built by Operators
Not Outsiders

Our leadership team has scaled firms, led transformations, and built lasting organizations across accounting, advisory, and professional services. We bring hands-on experience and a deep understanding of what firms truly need to grow, acting as a modern business advisory firm focused on long-term success.

A People-First Culture

At Count, we believe great firms are built by great people. From AI engineers to financial experts and operational leaders, our team is united by a shared commitment: helping our partner firms thrive while preserving their identity and culture.