We have launched our Partner Showcase featuring profiles of some of the great buyers our clients have selected in recent years. If you are interested in learning more about any of our trusted partners, please review the profiles below, fill out the form, and we will share an additional 1-page summary for your review.
Partner Showcase – #5001
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner, which is led by a former managing partner of a Top 50 CPA firm, integrates high-performing CPA firms (revenues $3M–$15M) into a unified, tech-enabled platform. This Potential Partner transforms high-performing local firms into a cohesive network with standardized operations, centralized support, and shared growth infrastructure – all while preserving each firm’s local identity, culture and equity.
- Buyer Type: Alternative Business Structure, backed by family offices
- Acquisitions to Date: More than 5
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Major US metros
Partner Showcase – #5002
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner has built a relationship-driven firm focused on making practice transitions simple, collaborative, and low-stress for sellers. Headquartered in Utah with more than 20 offices nationwide, the firm combines the personalized feel of a local practice with the resources of a growing organization. The Potential Partner specializes in tax and compliance services, client accounting services, outsourced CFO support, audit and assurance, industry consulting, and registered investment advisory services while prioritizing smooth transitions and preserving the legacy of the firms they acquire.
- Buyer Type: Alternative Business Structure, backed by private equity
- Acquisitions to Date: More than 20
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Major US Metros
Partner Showcase – #5003
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner aims to become the preferred outsourced finance and accounting department for startups and small businesses worldwide. The firm’s mission is to empower entrepreneurs with the financial tools and knowledge to transform ideas into thriving businesses.
- Buyer Type: Alternative Business Structure, backed by family offices
- Acquisitions to Date: More than 10
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5004
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). The Prospective Partner is a top accounting and advisory firm as recognized by industry experts. Founded over 60 years ago, the firm has grown steadily through a commitment to partnership, innovation, and personalized client service. This Potential Partner’s service philosophy centers on listening, engaging, and delivering. The firm begins every relationship by understanding clients’ goals and challenges, leveraging both human expertise and technology to provide tailored solutions. Membership in a strategic network affords this Potential Partner access to a global network of knowledge and resources, allowing it to serve complex and international client
- Buyer Type: Independent Firm
- Acquisitions to Date: More than 5
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5005
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner is a rapidly growing professional services organization serving small businesses and individuals across the U.S. Operating under an alternative practice structure, this Potential Partner and its subsidiaries provide bookkeeping, tax, and advisory services, while an independently owned CPA firm, provides attest services. Together, they form a trusted national brand dedicated to delivering exceptional service to local clients.
- Buyer Type: Alternative Business Structure, backed by private equity
- Acquisitions to Date: More than 30
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5006
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner is a holding company focused on tax services and outsourced accounting. Its mission is to help accounting firms address challenges in talent, succession, maturity, and scalability — all while preserving local autonomy.
- Buyer Type: Alternative Business Structure, backed by family office
- Acquisitions to Date: Less than 5
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase #5007
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner’s platform is a leading accounting firm based in Oregon, with 12 offices across the Pacific Northwest, employing over 100 professionals. The firm specializes in providing financial services to small businesses and middle-to-high net worth clients, focusing on wealth preservation and growth. Key services include tax services, payroll, bookkeeping, estate planning, and audit administration.
- Buyer Type: Alternative Business Structure, backed by private equity
- Acquisitions to Date: More than 10
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5008
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner is a full-service accounting firm looking to rapidly expand its winning model while providing exceptional service. The firm understands that without clear guidance, small tax issues quickly become costly distractions. It replaces the confusion with clarity through accurate filing, proactive planning, and year-round guidance— so taxes support growth instead of slowing it down.
- Buyer Type: Independent Firm
- Acquisitions to Date: Less than 5
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5009
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner believes it is their responsibility to understand a client’s business from the ground up, and to gain insight into their changing needs. The firm aims to forge long-term relationships built on integrity, quality, teamwork, harmony, commitment and innovation. Their goal is to deliver solutions that fully prepare clients to meet the challenges unique to their business.
- Buyer Type: Independent Firm
- Acquisitions to Date: Less than 5
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5010
- Description: Private Practice Transitions, Inc. has identified a fantastic investment partner for our clients (“Investment Partner”). The Investment Partner is a publicly listed company that serves as one of the most trusted financial resources online for consumers and SMBs. The company is actively looking to acquire an accounting firm that can service a nationwide client base.
- Buyer Type: Independent Firm
- Acquisitions to Date: More than 5
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
