Over many years we have expanded the reach of our firm through numerous affiliations and arrangements that have culminated in successful mergers. With multiple arrangements currently in place, we hope to continue with this strategic approach to growth, especially in locations that may be considered to be more rural than urban. The level of involvement we have is dependent on several factors including the needs of the practitioner, the individual circumstances of their practice, and their ongoing relationships with clients and staff. Our experience with these unique transitions give us great insight in these areas:
Affiliation with like-minded firms
Mergers with other firms to facilitate retirement of the practitioners
Absorbing a fee base in order to facilitate workload reduction
Our Practitioner succession planning expert
Michael Epp, CPA, CA, CMA, Partner
Michael has over 40 years of dedicated experience following his graduation from the University of Saskatchewan in 1978, and has been with Metrix Group for 32 years the majority as a partner of the firm. He serves clients in his practice through the Metrix Group offices in Edmonton, Lloydminster, Whitecourt and La Crete. He specializes in audit-engagement assurance services for a variety of institutional audit clients, review-engagement assurance services for private companies, tax-planning services for private companies and their shareholders, estate-planning services, as well as providing consulting and advisory services to his corporate and personal clients.
See our Services Directory for a complete list of our comprehensive services