Seeking Strategic Partner for Full-Service Accounting & Tax Firm

I’m looking for a partner to help scale an existing profitable full-service accounting and tax practice. The Opportunity: We’ve built a strong foundation serving small to mid-sized businesses ($1-20M revenue). Our positioning as strategic advisors—not commodity preparers—has created consistent demand and healthy margins. What I’m Looking For: A partner who brings both capital an expertise in scaling professional service firms through: • Organic growth strategies (marketing, client acquisition, service expansion) • Inorganic growth (bolt-on acquisitions, roll-ups, strategic partnerships) • Systems and processes for scalable delivery • Business development and market positioning If this resonates with your experience and interests, I’d welcome a conversation about what we could build together.​​​​​​​​​​​​​​​​ Feel free to DM to discuss further!