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 – #5011
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner is pursuing a strategy to invest behind high quality accounting services firms. The firm is focusing its M&A efforts to increase concentration in the Western United States. Its leadership team is comprised of experienced accounting leaders.
- Buyer Type: Alternative Business Structure, backed by private equity
- Acquisitions to Date: More than 5
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Western US
Partner Showcase – #5012
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). The Investment Partner is committed to providing big business resources for small and mid-sized companies who want to grow bigger, stronger, and faster with less risk. Their goal is to be the first choice for entrepreneurs and executives seeking a partner for growth.
- Buyer Type: Private Equity Seeking Platform Investment
- Acquisitions to Date: More than 80
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5013
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner has been in business for over 30 years, providing exceptional personal financial planning, investment management, and tax planning, with a focus on business owners and high net worth individuals. They are hoping to acquire and partner with an existing tax and accounting firm in order to provide more comprehensive services to their clients. The Potential Partner believes this partnership will allow both companies to expand client bases through cross-selling, while they provide investment in technology, infrastructure, growth, and management support.
- Buyer Type: Private Equity Seeking Platform Investment
- Acquisitions to Date: TBD
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5014
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner was established to provide accounting firm leaders with superior solutions and innovative alternatives to conventional professional service models, enhancing efficiency and performance. The national platform empowers the independent firms in its network to enhance local operations by leveraging national resources for growth, innovation, and career advancement.
- 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: Open
Partner Showcase – #5015
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner is a family office focused on control equity investments in middle market businesses. They are “patient capital” and do not have a predetermined holding period. They view their investments as partnerships and take a hands-on and collaborative approach in working with management teams to support scaling their businesses.
- Buyer Type: Family Office Seeking Platform Investment
- Acquisitions to Date: TBD
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5016
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner aims to collaborate with you following an acquisition in order to drive growth.
- 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 – #5017
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner is a full-service CPA and advisory firm with over 15 US offices and 175 professional staff. They are a people-led, tech-powered, CPA and fiduciary services firm dedicated to helping businesses, individuals, governments, non-profits and trust/estates with their financial needs so they can all operate, grow and thrive long-term.
- Buyer Type: Independent Firm, 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: Open
Partner Showcase – #5018
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner provides the owners of CPA, tax and accounting firms with the infrastructure, services, and scale needed to compete and grow, without giving up independence.
- Buyer Type: Professional Accounting Alliance
- Acquisitions to Date: Less than 5
- Desired Industries: Accounting/Tax
- Desired EBITDA of Target: Open
- Desired Geographical Location(s) of Target: Open
Partner Showcase – #5019
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner was created to help entrepreneurial CPA firms remain independent while gaining access to the resources needed to compete. Its core philosophy—“Independence + Resources”—allows firms to maintain their identity while benefiting from capital, technology, and strategic support. It focuses on serving middle-market clients (closely held businesses and families), a segment increasingly underserved by larger firms.
- 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: Open
Partner Showcase – #5020
- Description: Private Practice Transitions, Inc. has identified a fantastic potential partner for our clients (“Potential Partner”). This Potential Partner is a boutique, relationship-focused CPA firm based in the Northwest, serving clients throughout the greater Northwest region and nationwide. The firm has grown into a multi-CPA practice with 100+ years of combined experience, offering tax preparation, planning, advisory, bookkeeping, payroll, and specialty work in real estate, stock-based compensation, and cryptocurrency.
- 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
