Seeking Strategic Partner for Full-Service Accounting & Tax Firm

December 13, 2025

by a searcher from Cabrini College in Eagleville, PA, USA

I’m looking for a partner to help scale an existing profitable full-service accounting and tax practice. The Opportunity: We’ve built a strong foundation serving small to mid-sized businesses ($1-20M revenue). Our positioning as strategic advisors—not commodity preparers—has created consistent demand and healthy margins. What I’m Looking For: A partner who brings both capital an expertise in scaling professional service firms through: • Organic growth strategies (marketing, client acquisition, service expansion) • Inorganic growth (bolt-on acquisitions, roll-ups, strategic partnerships) • Systems and processes for scalable delivery • Business development and market positioning If this resonates with your experience and interests, I’d welcome a conversation about what we could build together. Feel free to DM to discuss further!

Reply by an intermediary
from University of Washington in Chicago, IL, USA

Interesting opportunity. If you are looking for just an marketing partner, I would be potentially interested. We can significantly increase organic and paid ways to get more client leads. We do it across industries across our companies we own. If this is a fit, let’s discuss

Reply by a searcher
from Dartmouth College in Garden Grove, CA, USA

Interesting opportunity. If you ever need support on financial modeling, market research or due diligence I'm happy to help.

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