ETA Meetup in Southern California?
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.
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.
from Western Illinois University in Atlanta, GA, USA
in Costa Mesa, CA, USA