Case study of a $2.5m bookkeeping/accounting business acquisition

March 05, 2024

by an investor from University of Pennsylvania - The Wharton School in New York, NY, USA

I run a newsletter called BUY x BUILD where we publish case studies of successful acquisition entrepreneurs.

We recently shared one about Song Pettus (a fellow searchfunder member) who acquired a $2.5m bookkeeping/accounting business in CA in March 2020 and sold it less than 4 years later to PE.

His story is really impressive. You can read his case study here: https://shorturl.at/hlmqV

If this content is interesting, you can check out more case studies and subscribe for future ones here: https://buyxbuild.beehiiv.com/

We're writing one about an ice cream brand acquisition later this week.

Please let me know if this type of content is helpful in this forum and what else you would like to see included in these case studies.

Reply by a searcher
from Columbia University in Sacramento, CA, USA

Thanks for sharing the case and the deal metrics that you can publish. I think it would be valuable to include more about the four years that Song ran the business, not just a high level look at getting in and then getting out. What worked, what didn't work, unexpected challenges, etc. would all be interesting to learn about.

Reply by an investor
from University of Pennsylvania in New York, NY, USA

Thanks Cory, that's good feedback

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