Does anyone have a CPA / Tax Accountant that they love?

searcher profile

June 11, 2025

by a searcher from Harvard University - Harvard Business School in Colorado Springs, CO, USA

We are doing a rollup in the healthcare space and due to regulatory requirements and some of our sellers rolling equity, we have 8 different legal entities and will likely need 7 separate tax returns next year. I am looking to work with someone who is really sharp, familiar with the search fund rollup model, and is cost effective. Thank you in advance for recommendations!
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commentor profile
Reply by a professional
from Seton Hall University in Morristown, NJ 07960, USA
Thanks for the tag ^redacted‌ - ^redacted‌, I would be happy to discuss your tax needs around a healthcare roll up. I have a Big4 tax background, my own CPA practice, and used to run a healthcare finance consulting group dealing in MSOs and DSOs and I would enjoy hearing more about what you’re doing and how I might be able to help. Let’s find a time to chat!
commentor profile
Reply by a searcher
from City University of New York, Brooklyn College in New York, NY, USA
I'd highly recommend ^redacted‌ - he sounds like a perfect fit for your situation. He worked with searchers post-close on both bookkeeping and tax issues, so he's very familiar with the search fund rollup model you're dealing with. Plus, he recently worked with clinic owners who own a physical therapy franchise, so he has direct healthcare industry experience as well. You can reach him at redacted - definitely worth a conversation.
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