Search fund CPA recs?

May 08, 2025

by a searcher from Duke University in Miami Beach, FL, USA

I'm looking for a qualified CPA with experience in the following: (1) Standard bookkeeping at the HoldCo and PortCo levels (2) Tax optimization strategy at the HoldCo and PortCo levels (3) Personal tax strategy with respect to executive salary, expenses, etc. I imagine it's rare for a CPA to cover all three buckets, but it's worth a shot. Thanks!

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Reply by a searcher
from Vanderbilt University in Orlando, FL, USA

Frank - I got you covered. For QofE needs, ProSolve CPA guy above is a great choice. At Solutions Group Accounting we can handle all the requested items above so shoot me a note. We handle bookkeeping (for 400 recurring clients), tax, tax advisory and transaction tax planning here. We’ve got a team of 50 here and I acquired this business through a traditional search fund transaction so we have a lot of familiarity with the space. We’ve worked with a fairly large number of searchers on transaction tax advisory needs (diligence and strategy of structure) and we currently serve 250 clients where we have quarterly tax advisory engagements. We run everyone through a tax software and do scenario planning to reduce taxes and optimize tax burden. Give me an email at redacted and CC redacted he runs our tax advisory group for searchers.

Reply by an investor
from Harvard University in Tampa, FL, USA

Frank, my firm can handle the Bookkeeping side if needed. Lots of experience with HoldCo & PortCo Bookkeeping. We may have a CPA we can recommend as well. Happy to chat about it if relevant - https://calendly.com/cfo-worx/cfo-worx-meeting-30-min?share_attribution=expiring_link.

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