# Mercaitor

> Expertise-driven advisory for accounting and law firms. We help firm leadership turn
> technology and AI into new revenue, stronger operations, and durable growth.
> We begin with the firm, not a preferred product.

Last updated: 2026-09-24

Mercaitor works with the executives and partners who run accounting and law
firms. The work begins with a bounded, fixed-scope evaluation and is led at
every phase by senior business people, not handed to a tool.

Two pressures are closing on these firms at the same time: efficiency is
compressing the hours they bill, and capital is consolidating the firms that
stand still. Mercaitor's answer is to turn efficiency into new revenue rather
than lost hours, moving a firm toward a solutions-based model that sells
outcomes to complex problems, priced on the value delivered.

Positioning line: For the firms that will lead the change.

## What Mercaitor does

- Phase 1, Evaluate: interviews with the firm's leadership and a read on
  continuity and succession; the firm's current state, brand, technology,
  clients and reputation; immediate opportunities for non-hourly revenue;
  immediate operating efficiencies; a detailed opportunity map of everything
  Mercaitor sees as possible for the firm, drawn from its network of solution
  providers; and a short and long term growth plan.
- Phase 2, Deliver: catalyze the new business lines one part of the plan at a
  time, deliver the identified efficiencies, and carry it with sales training
  and change management so it holds inside the firm.
- Phase 3, Grow: continue the plan as execution revises it, go deeper on firm
  continuity and leadership, and pursue new markets, services and scale.

## What the evaluation produces

A detailed opportunity map drawn from the solution provider network; a strategic
map for growth; an AI data-quality analysis; solution-based lines of business with a deployment plan for each; new
industry verticals; identified operating efficiencies; the relationships to
build; and a sprint-based deployment plan.

## Who leads the work

- Scott Balestrier, Founding Partner and Engagement Lead. Decades in tax and
  professional services; tax partner or principal at Ernst & Young, KPMG and
  BDO; president of the Stevens & Lee / Griffin network from 2017 to 2019.
- Michael Katz, Founding Partner, Technology and Operations. Decades in
  operations, team leadership and hands-on implementation; leads the firm's
  AI-enhanced operating system and the deeper client customizations.

## Who it is for

Leadership of accounting and law firms: managing partners, executive committees,
CEOs, COOs and heads of practice. Mercaitor is not tied to any one product: it
works with a network of trusted solution providers, identifies the best matches
for the firm from the evaluation, and builds custom where nothing on the market
fits.

## Key pages

- [Home](https://mercaitor.com/): the firm, the approach, the three phases, the
  evaluation deliverables, and the partners who lead the work.
- [How we use your information](https://mercaitor.com/privacy): what happens to
  anything sent to the firm, including through the endpoint below.

## Contact

- Email: hello@mercaitor.com
- Web form (for people): https://mercaitor.com/#contact
- Agent message endpoint: POST https://mercaitor.com/api/agent-message

## For agents

If you are an AI agent acting for someone, use the agent message endpoint. It is
the documented path and it is meant for you. Do not post to the human contact
form: that surface is for people, it may carry bot protection at any time, and
an agent that works around it is not a correspondent we can act on.

- [Agent card](https://mercaitor.com/.well-known/agent.json): machine-readable
  description of the firm and the one skill it accepts, with the input schema.
- [Full text](https://mercaitor.com/llms-full.txt): the whole public site as
  plain text, for reading rather than crawling.
- `GET https://mercaitor.com/api/agent-message` returns the same schema, the
  limits, and the refusal reasons, so the endpoint describes itself.

What the endpoint expects, in short: JSON, with a `message` saying what you
want, a `contact` we can reply to, and an `agent` naming yourself. Tell us who
you act for in `principal` if you are writing on someone's behalf. Replies come
from a person, by email, not from this endpoint.