Virtual Firm with Investment Opportunity with 70% YOY Growth

About This Practice

*This opportunity is well suited for a private equity partner*

This is a unique and lucrative opportunity for an investment buyer to acquire a 30% ownership stake in a rapidly growing firm and to work with a visionary owner.  The owner is young, energetic and ambitious to grow the firm many times over.  The level of operational efficiency, systematic approach and scalability displayed by this firm is truly a rare find.  The firm specializes in audit preparation and also focuses on CFO services, preparing complex financial statements for public companies, as well as providing transaction advisory services to large businesses and venture capital companies. There is no personal tax or audit work.  This firm has a unique position with helping firms make smart financial decisions and positioning them to go public or stay public.

Seeking a buyer or investor who has experience coaching entrepreneurs, scaling companies and has the funds to take the firm to the next level. The owner’s key focus is strategic business development.  This practice attracts and maintains high quality clients who see the value in the quality work, exceptional service, and overall client experience.  Clients are very loyal, often providing further referrals. The impressive growth has been entirely organic, with no marketing efforts employed.  A noteworthy achievement is the exceptional team the owner has created, with strong leaders in key roles to support the employees. The staff are key to this practice. The owner has curated and integrated an incredible team that provides industry-leading value to clients. Truly a learning organization, the practice maintains high standards for talent acquisition, retention, and engagement.  The majority of expenses are spent on staff and continuing to take employees to the next level.  While gross margins are healthy, cashflow average is currently around 7% as profits have been aggressively reinvested in the growth of the company and its team. It is very rare to find any practice that is as well operated and scalable. Owner is looking to grow the firm to $40,000,000 by 2026.

The owner is looking for an investor and partner to buy a 30% ownership to help fund the exponential growth.   Highlights include:

• 70% growth year over year
• 50+ Staff with incredible management team
• High average fees – financial reporting average is $43,394
• High net worth and high-profile clients – many with over $20 million in market cap
• Owner is continuing to run the firm, the amount of time buyers would need to invest is minimal

Ideal Buyer:

A strategic investor capable of optimizing the working capital and supporting the company’s future endeavors to rapidly scale will take this firm to the next level.  The ideal buyer will be able to offer high-level guidance and help to bring out the best in the founder and develop his talents along with those of the management team. This practice presents an exceedingly rare and distinctive opportunity in the accounting industry. The owner has built a proven operation that clearly stands out as a leading provider and brand.  The owner is a visionary who knows where to take the company and is looking for an investor who is a problem solver and has a mentor personality. A buyer who knows how to ask the right questions and scale companies will help continue to take this firm to new heights.

A buyer who believes in the potential for substantial growth in audit prep, employee training and temp placement work is desired.  The owner believes in the macro trends and sees client’s increased demand for analysis and interpretation.

Immediate scalability calls for a buyer who excels at managing growth and possesses equally high level of professional skills.  The ideal buyer must be forward-thinking, and willing to embrace technology and talent. An investor who possesses the wisdom to provide the owner with valuable insights and has the ability to channel the founder’s vision and energy will succeed here.  ‘Traditional’ will not be in the Buyer’s vocabulary. This is an exceptional opportunity not to be missed by a Buyer who’s seeking an incredible business, practice, and future.