Searching for Bookkeeping Firm in the Southeast – Looking to Connect

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by a searcher from Palm Beach State College
in Boca Raton, FL, USA

1yr ago

Searching for Bookkeeping Firm in the Southeast – Looking to Connect

Hi everyone — I’m actively pursuing the acquisition of a profitable bookkeeping firm in the Southeastern U.S. with $500K–$600K in EBITDA, recurring revenue, and a stable, low-churn client base. I’m working alongside a seasoned COO and focused on building a vertically oriented financial services platform for service-based SMBs in the region. Is anyone here working on something similar? I’d appreciate: Tips on deal sourcing (especially off-market) Broker, lender, or advisor recommendations in the Southeast Any insights that helped you successfully close an acquisition Feel free to DM or comment—thank you in advance!

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reply by a professional 1yr ago
in Negros Occidental, Philippines

You can check for business intermediaries, such as brokers, working within the Southeast from our directory: redacted For lenders, you might check this directory: redacted Hope these help!

reply by a searcher 1yr ago
from University of California, Davis in United States

full stop with ^redacted‌< Talk to her! Eric at Live Oak is also super knowledgeable and ready to help others learn.