Investors needed for permanent hold accounting firm roll up

searcher profile

May 17, 2025

by a searcher from Millersville University of Pennsylvania in Mantua Township, NJ, USA

Good Morning Searchfunder community! I acquired my current accounting firm back in April###-###-#### I'm now under LOI on my next firm to expand our services from accounting only to also include tax. I am a long term/permanent hold investor. The deal I currently have under LOI includes a seller's note with interest only payments during the first 3 years that will allow me to return investor's equity early in addition to paying their pref. This should allow me to provide a competitive IRR over the long term hold. Looking for investors interested in being around for multiple deals as the plan is to max out the SBA limit over the next few years through additional acquisitions. Let me know if you'd be interested in learning more
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Reply by a searcher
from Muhlenberg College in New York, NY, USA
Hey James, let's connect. We love to hear more about the deal
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Reply by an intermediary
from The University of Texas at Austin in Dallas, TX, USA
^redacted‌ We have a family looking to invest in an accounting rollup currently. Would love to take a look at your deal and see if there's a fit - redacted
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