As an institutionally backed entity with a robust balance sheet, we bring a refreshing approach that transcends the conventional boundaries of private equity. We offer the assurance of a secure and reliable transaction with the added benefit of rollover equity.
As an experienced team we are educated on what it takes to ensure the transaction runs smoothly from from start to finish. We prioritize transparency and collaboration, eliminating barriers to create a go-forward plan that fits you and your team's career goals.
We specialize in acquiring local tax practices generating $1-2M in revenue with clients who have complex financial needs. We are here for the practices that are often overlooked by other potential buyers.
At its core, success is a collective achievement; as such, every team member who joins our company has a stake (and stock options!) in our shared success. Unlike other practices, we prioritize and value CPA's expertise. We are committed to investing in your career by offering continuous training and support, ensuring you acquire new skills and opportunities. Join us, and you'll find yourself in a pivotal role, actively shaping the future of the tax landscape.
