Searching for Bookkeeping Firm in the Southeast – Looking to Connect

June 12, 2025
by a searcher in Boca Raton, FL, USA
Hi everyone — I’m actively pursuing the acquisition of a profitable bookkeeping firm in the Southeastern U.S. with $500K–$600K in EBITDA, recurring revenue, and a stable, low-churn client base.
I’m working alongside a seasoned COO and focused on building a vertically oriented financial services platform for service-based SMBs in the region.
Is anyone here working on something similar? I’d appreciate:
Tips on deal sourcing (especially off-market)
Broker, lender, or advisor recommendations in the Southeast
Any insights that helped you successfully close an acquisition
Feel free to DM or comment—thank you in advance!
from Stanford University in Sausalito, CA 94965, USA
from University of California, Davis in United States