I am seeking to acquire a firm that provides bookkeeping, accounting, and/or fractional CFO services and meets some or all of the following criteria:

• Founded in 2014 or before with a strong reputation and track record of profitability

• A minimum of $1m in revenue and $300k in SDE/EBITDA

• At least 5 employees with at least 2 CPAs on staff (not including the firm owner)

• A significant portion of revenue comes from fixed monthly recurring payments vs hourly billing or one-time annual fees

• Staff and clients primarily use cloud-based virtual tools vs. desktop or paper