Investment Criteria
We partner with accounting firms built on trust, service, and durable client relationships.
Our criteria are a starting point, not a checklist. If your firm reflects the values below — or if you simply want to explore fit — we would welcome a conversation.
Firm types
- CPA firms
- Tax firms
- Accounting firms
- Bookkeeping firms
- CAS practices
- Fractional CFO / advisory firms
- Niche accounting or advisory practices
Preferred characteristics
- Founder-led
- Strong recurring revenue
- Loyal clients
- High integrity reputation
- Experienced staff
- Opportunity for operational support or succession planning
- Owner seeking a respectful transition
Geography
Initially focused on relationship-driven opportunities in the United States, with a strong interest in founder-led accounting firms.
Revenue
Preference for firms around $1M–$5M+ in annual revenue, but open to smaller firms with exceptional client loyalty, team quality, niche positioning, or strategic fit.
Not sure you fit?
See if we're the right fit.
The best way to know is a short, confidential conversation. Even exceptional firms outside these ranges are worth discussing.