Thinking About Selling Your Accounting Firm?

We are looking for high-quality, cloud-based firms that have moved away from hourly billing in favor of modern, predictable revenue models.

• Location: Primarily located in North Carolina and Tennessee.
  
  
• Revenue Size: Annual revenue ranging from $150,000 to $2,500,000.
  
  
• Service Mix: At least 20% of revenue is derived from recurring accounting and bookkeeping services.
  
  
• Modern Pricing: A client base already on a monthly or quarterly subscription model.
  
  
• Fee Standards: Average individual tax preparation fees of $850+ and business fees of $2,000+.
  
  
• Revenue Stability: Fixed-fee, value-based pricing reflective of current market rates with no single client representing an outsized source of revenue.

We aren't just looking for a ledger of clients; we are looking for a legacy to continue. We prioritize firms that value deep relationships over one-off transactions.

• Advisory First: A client base that could align with our Advisory First Model and specific industries of focus.
  
  
• Technology: Operations must be Cloud-Based to ensure a seamless integration with our digital infrastructure.
  
  
• Relationship Focus: We seek firms that care about long-term partnerships, not just high-volume, transactional tax work.
  
  
• Team Transition: To ensure continuity, we look for tenured staff and a seller (owner plus one senior partner) willing to stay on for at least one tax season.
  
  
• Acquisition Terms: Our preferred structure includes seller financing and tiered revenue earn-outs to align our mutual success.

Team Stability

We aim to retain existing staff wherever possible, provide clear roles, and offer support, training, and updated systems so they can succeed.



Continuity for Clients
We focus on a smooth, thoughtful handoff—clear communication, consistent service, and gradual change. We won’t overwhelm your clients with a new face every month or sudden price hikes.



Modern Tools, Practical Service

We leverage technology to make work easier and more accurate—not to replace relationships. Our goal is to reduce admin friction so your team can spend more time advising & building client relationships.

You might be ready to talk if:

• You’re nearing retirement or simply ready for your next chapter
  
  
• You’re tired of doing it all—HR, tech, marketing, client work, and admin
  
  
• You’d like to de-risk personally, take some chips off the table, and know your firm is in good hands
  
  
• You want a buyer who understands both the technical work and the realities of ownership