We buy and operate great accounting companies

We buy accounting, bookkeeping and tax firms

Our ideal investment criteria:

Between $1.25M and $5M revenue or/and
Between $500K and $1.5M SDE / EBITDA
Located in Texas or virtual / remote
Providing the following services: tax, accounting, payroll, bookkeeping, strategy, and/or consulting (no audit or attestation work)
Primary sources of revenue and client base are businesses (vs. individuals)
Has a strong team in place for client-facing work

Alata

Alice

Open Sans

Noto Sans

Bebas Neue

Great Vibes

Rock Salt

Exo

Belgrano

Overlock

Cinzel

Indie Flower

Staatliches

Roboto Slab

Lato

Noto Serif

Open Sans

Montserrat

Ubuntu

Rubik

Delius

Amiri

Montserrat

Our Acquisition Approach

1

Introductory Conversation

We would like to have an initial conversation with you to make sure we are a good fit for you, your business and your objectives

2

In-person Meeting & NDA

We meet in person to get to know each other better and discuss further steps. We will sign a NDA to assure that your company’s information remains safe.

3

Letter of Intent
(LOI)

We will come to an agreement on a set of terms based on the shared information, including valuation, structure, and a tentative transaction timeline

4

Due Diligence & Closing

Together, we review important information (i.e. financial, legal, commercial) to validate the assumptions made in the LOI. We finalize the transaction and continue working hard to grow while taking care of stakeholders.

How We Are Different?

We understand that selling a business is probably one of the most important decisions in your life.
Our goal is to make it easier for you. We are dedicated to learning about your business and your goals.
We focus on preserving your legacy and taking care of your employees and your clients.