Searching for Bookkeeping Firm in the Southeast – Looking to Connect

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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!
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Reply by a searcher
from Stanford University in Sausalito, CA 94965, USA
Sourced my bookkeeping acquisition via direct outreach - my rec is to find direct
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Reply by a searcher
from University of California, Davis in United States
full stop with ^redacted‌< Talk to her! Eric at Live Oak is also super knowledgeable and ready to help others learn.
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