About Jeffrey Kapelus, CPA

Meet Jeffrey A. Kapelus, CPA

Your Trusted Advisor in the Accounting Industry

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Jeffrey A. Kapelus, CPA, is the founder and president of Capstone Partners, a firm specializing in CPA firm M&A advisory and practice management consulting. His mission is to help CPA firms of all sizes across the United States grow through a variety of strategic approaches and lasting collaborative partnerships. Jeff leverages his extensive experience as a Big 4 CPA, partner of a niche executive search firm of accounting professionals, and his role as practice management advisor to CPA firms seeking growth -via M&A or organically- to offer a specialized and unique brand of consultative and expert advisory services.

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Jeff's Fresh Approach

His fresh approach is to enter into long-term consultative relationships with clients, aiming to become a strategic “partner” and thoroughly “knowing” his clients and prospects. He is a genuine "trusted advisor" to all parties. Jeff helps CPA firms navigate their options in today's evolving landscape.

Jeff advises Managing Partners/CEOs of CPA firms on various growth strategies and challenges with an emphasis on organic growth and M&A

The current transformative landscape has presented CPA firms with many challenges and opportunities. Firm leaders now have several strategic options to consider for their firms’ future. Jeff partners with firm leaders to help them weigh these options, devise a strategic plan in alignment with their mission and values, and help navigate a road to success and growth while retaining their identity and culture. Jeff helps firm leaders turn challenges into opportunities. Jeff is a strong believer in cultural fit and compatibility. While economics and metrics are undoubtedly critical, cultural alignment and shared visions play significant roles in long-term success.

The common denominator is bringing firms together with firms, bringing people together with firms, and bringing new ideas and approaches to firm management- foundational to Capstone and to Jeff

Jeff has facilitated mergers and forged longstanding relationships with CEOs and firm management in cities across the US. Jeff has served as a strategic advisor to a $1B international accounting network formulating growth strategy as well as identifying/recruiting member firms across North America. In addition, Jeff performs talent acquisition of Partner level talent. The common denominator is bringing firms together with firms, bringing people together with firms, and bringing new ideas and approaches to firm management- foundational to Capstone and to Jeff. Jeff is active in his community. He runs youth sports leagues, sits on Boards of various organizations, and collaborates on numerous community initiatives.

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Education and Insights

Jeff delivers presentations to partner groups and international accounting networks on a variety of topics including:

  • Current trends in accounting
  • M&A do's and dont's
  • Aligning M&A and growth strategy with overall firm strategy
  • Relationship selling
  • Transitioning accountants into business advisors
  • Succession Planning
  • Partner Dynamics
  • Navigating Private Equity

A Note from Jeff:

I frequently serve as a sounding board to CEO’s and firm leaders across the country. At this point, I have probably heard everything under the sun, including growth strategies, best practices, challenges, achievements, aspirations and pet peeves. This is my favorite part of the job. It's fascinating to hear how most firms face the same challenges, yet employ different approaches to meet these challenges. Interaction with these impressive leaders has made me a better advisor, and according to my wife, a bit smarter. Please feel welcome to reach out to me. Whether it's about M&A/PE, offshore resources, expanding your services, dealing with partner personalities or anything else under the sun, I'd love to partner with you. Please contact me to discuss how I can provide tangible benefits and customized, impactful solutions to you and your firm. Or if you'd just like to discuss the current accounting landscape, share insights and war stories, or anything else that gives rise to engaging conversation.