The accounting and advisory profession is changing quickly. Across the country, firms are consolidating through mergers, acquisitions, and private equity investments. While consolidation may offer some benefits, it often shifts priorities toward short-term returns and away from long-term relationships. Culture can change. Decision making can move to outside investors. Service can feel less personal.
CTBK has chosen a different path. We remain independent because it is best for our clients, our people, and our community. Independence is not just part of our history. It is a strategic decision that guides how we operate today and how we plan for tomorrow.
“CTBK remains independent by design. We’ve cultivated a strong next generation of partners who share our values and vision, ensuring the firm stays true to its principles for years to come.”
— Gene Kershner, Partner
Remaining independent allows us to:
- Put clients first. We answer to our clients and our team, not to outside shareholders.
- Protect our culture. The values, collaboration, and relationships that define CTBK stay at the center of everything we do.
- Focus on what matters long term. Our advice is designed around your success over time, not short-term pressures.
- Keep our service personal. Independence gives us the flexibility to tailor our approach to each client we serve.
Our decision to remain independent reflects our commitment to stability, to our people, and to the values that have guided CTBK since the beginning. That foundation will continue to define how we serve our clients in the years ahead.
On behalf of our entire team, thank you for your continued trust and confidence. We are proud to serve you and look forward to what we will accomplish together.
Sincerely,
Zack Wagner
Partner
