As we continue to grow and foster connections within the accounting sector, we are excited to share some of our recent and upcoming successes. These achievements reflect our commitment to facilitating smooth transitions and helping businesses thrive.
- A $1.5M Accounting Firm Acquires a $250K Fully Remote Accounting Services and Tax Firm: A $1.5 million accounting firm has successfully acquired a $250,000 fully remote accounting services and tax firm. The owner of the acquired firm will remain on board, focusing on the medical profession as a specialized niche. This strategic move enhances the firm’s service offerings and expands its client base.
- Private Equity Firm Acquires Boutique Firm in California: A sophisticated private equity firm recently acquired a boutique accounting firm in California at a $6.1 million enterprise value. The owner, who had no natural successor, is looking forward to phasing down and eventually retiring. This acquisition not only secures the firm's legacy but also ensures a seamless transition for its clients and staff.
Recent Candidate Placement:
- A Tax Senior based in Georgia with high-net-worth (HNW) experience promoted to Tax Manager when he joined a New York-based firm specializing in HNW tax services: This candidate initially turned down the firm’s offer after the first interview. However, impressed by the firm’s phenomenal culture, they interviewed again nine months later and accepted the offer. This firm’s dedication to building a positive and supportive work environment continues to attract top talent and drive its success.
- $1.5M Payroll Company to Close Deal with ~$200K Payroll Company: Our client, a $1.5 million payroll company, is set to close a deal this week with a ~$200,000 payroll company. The owner of the smaller payroll company is ready to retire, and this acquisition will enable the larger firm to grow and expand its reach.
At White Tiger Connections we are dedicated to supporting the growth and success of our clients. These successes are a testament to the strength of our community and the value of our collaborative efforts. We look forward to sharing more success stories in the future.
