Intro: I am a solo searcher based in Orlando, FL looking to buy and grow a medium size Accounting Firm

searcher profile

January 22, 2021

by a searcher from Pontificia Universidad Católica Madre y Maestra (PUCMM) in Orlando, FL, USA

I'm so glad that I found searchfunder. I am a solo searcher based in Orlando, FL looking to buy and grow a medium size Accounting Firm. I finished my MBA in 2015 and by June 2021 I'm expecting to finish the exams for the CPA certification which I intend to use as leverage to acquire a medium Accounting Services business with the potential to add new lines of services. I'm planning to stay in the Central Florida area and find a business with an established record and a good size portfolio of recurring clients. Accounting has been a very gratifying career for me and I'm looking to take it to the CEO level. If you want to talk Accounting/Finance or Golf you can always contact me.

Thank you,
Vladimir G.

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commentor profile
Reply by a professional
from Stanford University in Chicago, IL, USA
Hello David,

My firm WHIZDOM specializes in conducting Customer due diligence, similar to financial due diligence and legal due diligence pro-acquisition to mitigate risk. WHIZDOM works with CEOs of portfolio to : 1. understand the impact of the acquisition on Customer relations and 2. gain insights on Customers to increase revenues, reduce churn and attract new Customers.

WHIZDOM also conducts Customer Due Diligence before an acquisition.

I'm at###-###-#### or redacted or you can set up a meeting using: https://calendly.com/ivy-millman/phone-meeting
commentor profile
Reply by a professional
from Harvard University in Indianapolis, IN, USA
^redacted

Congrats on the CPA and starting your search! There are ~1000 owners of accounting firms in the Greater Orlando area. About 1/2 of these owners have been in their roles for 10 years or more. Maybe they are starting to get sick of it?

Please reach out if you want help building a deal flow funnel to meet these owners.
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