Sales
$3M - $10M
EBITDA Range
$750k - $5M
Industry
Professional Services
Geography
United States
Investment Criteria
Sellside Group represents a fast-growing, founder-led CPA and accounting firm seeking to acquire majority interests in US-based accounting and tax practices.
INVESTMENT CRITERIA
Revenue: $3M - $10M
EBITDA: $750k - $5M
High recurring revenue and strong client retention
Founder-led or partner-owned firms
Open to solo practitioners or small teams where operations and client relationships are not solely dependent on the owner
Preferred Service Mix:
Tax preparation & planning
Accounting & bookkeeping
Payroll
Advisory services
Audit
Buyer Highlights
Deep commitment to preserving firm legacy, retaining staff, and protecting long-standing client relationships
Founder-led, growth-oriented CPA platform with a strong reputation for service excellence
Experienced acquirer with a proven track record of successfully integrating accounting firms and developing a cohesive technology ecosystem
Flexible transaction structures tailor to seller goals, including phased transitions and performance-based components
Managing Director
Chris Rolfe
Mananging Director Email
Senior Associate
Benjamin Richardson