Looking to Acquire CPA / Tax Firms (Finder’s Fee Offered)
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.
in New York, NY, USA