What we seek

We recognize that every business is distinct, and finding the right company goes far beyond a simple checklist. While we remain flexible in our approach, the following characteristics serve as a general guide to the qualities we find most attractive in a potential acquisition.

    • Consistent >750k in cashflow to owner  

    • 10+ years of operating history

    • Diverse, loyal customer base

    • Engaged and long tenured employees

    • History of profitability and growth

    • Focus mainly on bookkeeping & fractional CFO services for consistent revenue flow

    • Located in Texas/New Mexico/Arizona/Oklahoma or Virtual firm

    • Specializing on niche/targeted industry desired

    • Utilizing cloud software/tools preferred

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