Accountant Recommendations for A Searcher in DD

searcher profile

May 25, 2022

by a searcher from Babson College - F.W. Olin Graduate School in Austin, TX, USA

Hey all - I'm finalizing my team for my DD and wanted to interview a few more accountants. I've reached out to many, but they seem to an elusive bunch. Any recs would be helpful.

I'm looking for someone who can help with some degree w/forensic accounting, offers QoE lite, and can provide general guidance on tax strategies pre/during ownership. Disclaimer - I'm a first timer, so I'm also open to other things I should be looking for when talking to an accountant.

I've looked into the directory and but haven't found much success.

Deal details:
- $1.4M
- Health services
- Texas based
- DD end on 07/04. Close on 07/31.

Thanks in advance!

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commentor profile
Reply by a searcher
from University of South Carolina in Great Falls, VA, USA
Check out https://www.guardianduediligence.com/ ^redacted‌ is great. I'm working with him and his service is way beyond what I've seen from others.
commentor profile
Reply by a searcher
from University of Cincinnati in Bear, DE, USA
I put a list together recently based on the recommendations on searchfunder.com, from Lisa from Live Oak Bank, and from Steve (self-funded search investor). You might find it helpful. Drop me an email at redacted and I will share it with you.
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