I prefer to work with founders and family-owned businesses looking to exit while protecting their employees, culture, legacy, clients, and reputation to realize the value of your life’s work. I understand your concerns and what has likely kept you from exiting and I’m willing to make those concerns my own.

Target Business Profile: $500k+ profit; 5+ years in business; 10+ employees; positive servant-leader seller that’s moving towards more tech; preferably with an established manager in place to take over seller post acquisition. Currently targeting non-attest cloud-based (or hybrid) Accounting Firms, anywhere in U.S., preferably within 60 miles of a major metro area.

I’m not a big Private Equity firm, with partners, investors and a board to please or pay, that’ll lowball you, make you an employee in your own biz, change your culture, strip assets then slash-n-burn, promise a supposed “2nd bite later” then flip it in 3-5 yrs to a bigger PE—not of your choosing. I’m a self-funded solo investor, driven to preserve your legacy, team, culture and clients, and build your firm to keep forever.