If you broker accounting and bookkeeping practices, Vertis Holdings is the kind of buyer you want on the other side of the table: funded, decisive, and confidential.
We sign your confidentiality agreement before any detail changes hands. Seller identity is never shared, internally or externally, prior to a mutual decision to proceed.
Our IOI range is grounded in the CIM. We do not bid high to win access and grind the seller down in diligence.
You keep your client relationship and your fee. We work the deal through you, not around you.
A clear yes / not-for-us within days of a complete CIM. We will not sit on your inventory.
Entity
Vertis Holdings LLC — acquisition vehicle, a Vertis Group Inc. company.
Capital
Committed acquisition funding. Proof of funds provided to the broker under NDA.
Authority
Principal-backed, with in-house authority to execute NDAs, indications of interest and letters of intent — no outside approval required. Patrick Jeffries (Acquisitions) is your point of contact.
Target
Accounting / tax / bookkeeping / CAS practices, $100K–$5M revenue, continental U.S. See full criteria.
Intent
Buy, operate and grow — not resell. We modernize practices with our own systems and keep teams in place.
Contact
Patrick Jeffries, Acquisitions — [email protected], (602) 377-2085.
Email Patrick Jeffries the blinded profile (location, revenue, service mix, asking) and your NDA. We respond within two business days.
Submit Confidentially