Your relationships, your reputation, your values—they all matter. SSC’s merger approach is rooted in respect for your legacy and your team. We work with you to design a transition that honors how you serve clients while adding the scale and stability to sustain it long into the future.
Highlights:
SSC is a 100% employee-owned firm—an innovative model for ESOP business succession that aligns people, performance, and long-term value. This ownership structure drives engagement, accountability, and retention. It’s more than a framework—it’s a culture built on trust, opportunity, and shared growth.
Highlights:
As part of SSC, you can offer clients more without having to do it all yourself. Our integrated model connects tax, financial planning, business valuation and wealth management under one roof—so you can say ‘yes’ to more of your clients’ needs with confidence.
Highlights:
Every firm's story is different, but most leaders come to us because they're thinking about the future. They want to:
Our goal is not to change what makes your firm successful. Our goal is to strengthen it.
SSC is a 100% employee-owned company. That means every employee has a vested interest in the success of the firm, the satisfaction of our clients, and the future growth of the organization. Employee ownership creates accountability, long-term thinking, and a shared commitment to excellence that benefits everyone involved.
Yes. One of our guiding principles is continuity. Clients choose firms because of the relationships they've built with trusted advisors. Those relationships matter. In most partnerships, clients continue working with the professionals they already know while gaining access to additional expertise and resources across SSC.
We view employees as one of the most valuable parts of any partnership. When firms join SSC, employees gain access to:
Our objective is to create more opportunities, not fewer.
Culture is one of the first things we evaluate.
We believe successful partnerships happen when organizations share similar values, a commitment to client service, and a people-first mindset. We take time to understand leadership philosophies, employee experiences, and long-term goals before moving forward.
Local relationships matter. The communities we serve are an important part of who we are. While every situation is unique, SSC values local market presence and the relationships firms have built with clients, employees, and community organizations.
Joining SSC expands the resources available to clients. Depending on their needs, clients may gain access to:
Our goal is to help clients solve more challenges through one trusted relationship.
SSC operates as one collaborative firm rather than a collection of independent offices.
This structure allows teams to share expertise, resources, technology, and specialized knowledge across locations. Clients benefit from broader capabilities while continuing to receive personalized service from trusted advisors.
Employee ownership gives team members a stake in the firm's future success.
It encourages a culture of accountability, collaboration, and long-term thinking. Employees aren't simply working for the company. They're helping build it. SSC's ESOP structure aligns individual success with the success of the organization and creates meaningful opportunities for wealth creation over time.
Every partnership is unique, but our process is designed to be thoughtful, transparent, and collaborative.
We spend time understanding:
Our objective is to create a partnership that supports long-term success for clients, employees, and firm leadership.
The best partnerships are built on shared values. If you're looking for a people-first organization that values client relationships, employee ownership, community impact, and long-term growth, we'd welcome the opportunity to start a conversation. You don't have to be ready to sell your firm tomorrow. Many of our conversations begin years before a transaction ever takes place.
“SSC CPAs + Advisors” and “SSC” are the brand names under which SSC Advisors, Inc. and SSC CPAs, PA provide professional services. SSC Advisors, Inc. and SSC CPAs, PA practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. SSC CPAs, PA is a licensed independent CPA firm that provides attest services to its clients, and SSC Advisors, Inc. entities provide tax, advisory, and business consulting services to their clients. SSC Advisors, Inc. is not a licensed CPA firm. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by SSC Advisors, Inc. and SSC CPAs, PA. Advisory services provided through Merit Financial Group, LLC. Merit Financial Group, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.