ETA Meetup in Southern California?

searcher profile

February 13, 2025

by a searcher from University of Wisconsin - Madison in Ladera Ranch, CA, USA

Hi All,

I'm an independent sponsor doing a roll-up in the accounting space. I previously founded and grew a practice to 35 employees and then sold to a CPA firm. Now I'm looking to acquire multiple practices too small for PE and create a larger entity to sell in about 5 years to a strategic national CPA firm.

Are there any meetups in LA, Orange County, or San Diego that anyone can recommend?

I'd also love any introductions to owners of cloud accounting firms, tax firms, and fractional accounting & advisory firms with###-###-#### employees anywhere in the US that do or could work mainly virtually. I'd prefer firms with a well-defined industry niche of clients they serve. I'm especially interested in working with owners that are looking to stay involved and want to be a part of a larger firm, and they don't need to deal with managing the business overhead and operations or building out a middle management layer.
0
15
105
Replies
15
commentor profile
Reply by a searcher
from Western Illinois University in Atlanta, GA, USA
Chris... very small but big world. I'm actually doing the same. One of my strategic partners is located in San Diego. We currently have 4 accounting firms under LOI. And another 18 under negotiations as we speak. Definitely should connect when your time permits. Whenever you get a moment email me and we'll put something on the calendar to discuss opportunities. redacted
commentor profile
Reply by a searcher
in Costa Mesa, CA, USA
Check out the one coming up in a week hosted by ^redactedhttps://www.searchfunder.com/event/view/1982
commentor profile
+13 more replies.
Join the discussion