Looking to Acquire CPA / Tax Firms (Finder’s Fee Offered)

searcher profile

November 04, 2025

by a searcher from Claremont McKenna College in New York, NY, USA

My holding company is actively looking to acquire established CPA or Tax advisory businesses with strong recurring client bases and efficient operational processes. We are also open to minority acquisitions of RIAs and brokerages. Target Criteria: -Minimum $1M+ in revenue -$500K+ in EBITDA -Located in the U.S. (preferably firms with a business client focus) -Ideally priced at <3.4x EBITDA multiple -Seller transition flexibility appreciated Deal Structure: -Funded acquisition (independent sponsor / holdco model) -Fast-moving diligence and closing process -Will pay a meaningful % finder’s fee for sourced introductions that result in a closed deal Timeline: -Seeking to close within 30–45 days of LOI. -If you know of any opportunities that fit, please DM or email me directly — I move quickly and compensate promptly.
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Reply by a professional
in New York, NY, USA
HI ^redacted‌ when you find that company to acquire, reach out to me for a Quality of Earnings report specifically for the accounting industry. This is one of my specialties and I can help you make sure your investment is worth it. Best of luck on your search .
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