Accounting Firm Roll-Up Opportunity (1 Firm - 10 locations Under Contract)

May 16, 2025
by a professional from University of Illinois at Chicago in Houston, TX, USA
As a Private Equity firm led by a seasoned Fractional CFO, we are acquiring two synergistic accounting operations: one standalone firm and a second group operating across 10 locations under unified ownership. This strategic consolidation forms the foundation for a scalable platform in the professional services space.
We are seeking a $10M capital injection to support:
• Acquisition costs (approx. $10M total)
• Working capital for centralization, systems integration, and operational restructuring
Flexible seller financing is already in place. All current owners will remain active post-close to ensure client retention and a smooth transition.
Exit Strategy: 24–36 month hold, targeting an 8–12x EBITDA exit via strategic acquisition or recapitalization.
We are open to debt, equity, or hybrid structures depending on investor preference.
For further discussion, feel free to schedule a time here: https://book.minesmoneymasters.com
from The University of Texas at Austin in Dallas, TX, USA
from California Polytechnic State University in New York, NY, USA