Investor looking to back CPAs - Accounting firm acquisitions - US or Canada

August 03, 2024

by an investor from Ivey Business School at Western University in Boca Raton, FL, USA

Attention CPAs (and EAs): I am an investor who is looking to back a CPA (or EA) to acquire an accounting firm in any of the following markets: Arizona, Florida, Texas, North Carolina, Nevada, or Canada (any province). I am in touch with brokers in these markets and have good deal flow. Please reply or DM me if you are a self-funded searcher who is looking to buy an accounting firm in any of these markets, or you can reach me at redacted also invest in self-funded searchers buying home services, professional services, medical services, and other stable/growing companies across various industries. Feel free to reach out on those deals as well.)

Reply by a professional
from University of California, Berkeley in Sacramento, CA, USA

I've founded my own accounting firm before, scaled it to 30 people and sold it to Deloitte.

We build a tremendous SEO-optimized website that generated $100K of ARR/month.

Let me know if I can help with your thesis.

Reply by a searcher
from IE Business School in Coral Springs, FL, USA

Firms usually pride themselves as being owner operator. Even big firms. You just have to look, but in most cases you will need to look beyond operations as client relationships are also with the owner. Both factors impact the value of the firm on sale. I would look above 5 mm where you will see some owners in there that do not do the work.

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