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Growth Capital for Accounting Practices

We selectively partner with exceptional, growth-oriented accounting leaders to support them with the resources needed to expand their practice

We provide capital and operational support for ambitious practice leaders that have identifiable opportunities for growth, including:

Acquisition Capital

Financial firepower to add complementary practices and books of business to your existing operation.

Service Offering & Location Expansion

Build out adjacent practice areas or open offices in new geographic locations to reach new clients.

Ownership Transition

Execute clean generational transitions between partners without extended payment terms or risky debt.

Systems & Infrastructure Investment

Build the business systems, technology tooling, and operating processes to maintain quality and scale profitably as your practice grows.

Strategic Hiring

Add key staff members to increase your capacity to serve more clients and enter new verticals.

Marketing & Sales Investment

Ensure you practice gets in front of the right pool of qualified prospects.

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Interested? Get in touch to learn more.

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