Accounting Firm Roll-Up Opportunity (10 Firms Under Contract)

professional profile

March 26, 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’re executing a 10-firm accounting roll-up strategy. All 10 accounting firms are currently under contract, each priced around $200K, with seller financing available on flexible terms. We are seeking a $4M capital injection to complete acquisitions and allocate sufficient working capital for centralization, tech stack integration, and operational restructuring. Our team will implement a unified system across all firms within the first 6 months. All existing owners are staying on during the transition, ensuring no client attrition and stable handoff. Exit strategy: Hold for 24–36 months, then pursue an 8–12x EBITDA multiple exit via strategic buyer or fund recapitalization. We’re open to debt-only, equity, or hybrid structures depending on the investor’s profile.
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Reply by a searcher
from Cornell University in New York, NY, USA
Congrats on your adventure! With only $200K, each accounting firm basically solo practice with high key man risk. Challenge might be convincing and working w/ these solo CPAs to go through the entire ops restructuring - sounds difficult
commentor profile
Reply by a searcher
from California Polytechnic State University in New York, NY, USA
Sounds like an interesting structure! May be helpful to include the entry multiple and how much of the purchase price is cash upfront vs seller financed.
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