Acquisition Criteria

We are an active, funded acquirer of accounting and bookkeeping practices. Clear criteria, fast confidential feedback, and a process that respects what you built.

What We Acquire

Sectors

Accounting, tax, bookkeeping, CAS and advisory practices. Adjacent professional and home-services businesses considered.

Revenue

$100K – $5M annual revenue. Recurring / CAS-weighted books preferred.

Geography

Continental United States. Arizona and fully-virtual practices are a strong fit.

Operations

Cloud or semi-virtual preferred. We modernize what needs modernizing.

Transition

Owner-transition friendly — seller stay-on, consulting, or clean handoff all workable.

A Buyer You Can Take Seriously

Funded

Committed acquisition capital. Proof of funds available to brokers on request under NDA.

Decisive

In-house authority to move on NDAs and indications of interest directly — no committee for first contact.

Operators

A Vertis Group Inc. company. We run an internal automation platform and operate what we buy — we are not a flipper.

The Process

1

Confidential review

We sign your NDA and review the CIM. Seller identity stays blinded until both sides choose to proceed.

2

Indication of interest

A written, non-binding IOI with a clear valuation range, typically within days of a complete CIM.

3

Diligence

Quality-of-earnings and operational review with a defined, respectful timeline.

4

Close & partner

Fair structure, funded close, and hands-on operational partnership for the next chapter.

Have a practice that fits?

Owners and brokers welcome. Every conversation is confidential.

For Brokers & Sellers