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First Name*
Last Name*
Email*
Company Name (If Applicable)
Are you currently operating an accounting firm?*Choose an OptionYesNoNo, But I have operated one in the past
Have you ever acquired a firm before?*Choose an OptionYesNo
Are you prepared to put at least 10–20% of the purchase price down in cash?*Choose an OptionYesNo
Are you open to financing the acquisition through an SBA loan or similar lending structure?*Choose an OptionYesNo
Do you have a current pre-qualification letter from a lender (SBA or other)?*Choose an OptionYes - I can provide itNo - But I am in processNo
Estimated capital available for acquisition (including cash and financing)*Choose an OptionUnder $250k$250k-$500k$500k-$1M$1M - $2M$2M+
What type of firm(s) are you looking to acquire?*Choose an OptionBookkeepingTax PrepFull ServiceVirtual CFONiche (Please Describe below)
Preferred annual revenue range of target firm*Choose an Option<$500k$500k-$1M$1M - $2M$2M+
Preferred team size / staffing model of the firm you’re seeking*Choose an OptionSolo Owner with light supportSmall Team (2-5)Large Team (6+)Doesn't Matter
Geographic preference (if any)Choose an OptionRemote OnlySpecific States or Regions (Please Specify Below)Open to any location
Are you open to a structured earnout or partial seller financing?*Choose an OptionYesNoDepends on the Structure
What is your ideal timeline to acquire a firm?*Choose an OptionImmediatelyWithin 3-6 MonthsWithin the next year
🗣️ Anything else you'd like us to know about your search or background?
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