acquisitions

acquisition &
management
of tax and
financial
firms

Y

ou’ve worked hard building your small tax & financial practice and deserve the best succession plan possible. Are you thinking about retiring in the near future, maybe just scaling back or selling your practice? Blackline Partners can help you with your succession plan by acquiring your practice today and allowing you to transition out over the next 2 to 5 years.

Blackline Partners provides a unique internal platform that utilizes Lacerte Tax Software, Cloud 9 Web Hosting, OfficeTools and Microsoft SharePoint to better serve your clients.

After the purchase, Blackline Partners will handle your firm’s Staff Recruiting, Human Resources, Marketing, Client Retention, Tax Software & Business Licensing, Technology and IT Support, Banking and Merchant Services, Business and Worker’s Compensation Insurance, Continuing Education, Accounts Payable, Employee Payroll, Employee Healthcare, Employee 401k Enrollment, Office Lease Negotiations, Accounts Receivable, Billings, Compliance Issues and so much more.

The legacy of your firm’s integrity will continue to thrive under our management.

Thinking about retirement?
How about a new succession plan?

Who We Purchase

Blackline Partners is interested in purchasing small tax and financial firms that meet the following criteria:

  • Annual revenue that ranges from $500,000 to $1,500,000 (we will acquire practices with as little as $100,000 in revenue if located within close proximity to one our existing offices)
  • Tax practices may include bookkeeping, payroll audit, financial planning, etc.
  • Average tax return fees that range between $400 to $2,000 per return for individuals
  • Owner participation for at least the first tax season following the purchase. We encourage owners to stay on as long as possible for the best transition
  • Solid employees in place including at least one strong tax and administrative staff member who will stay with the company after the purchase (not required for smaller practices within close proximity to one of our other offices)
  • Locations are limited to the San Francisco Bay Area, Central Coast, Sacramento Region and Southern California

We are interested in speaking to you today about the purchase and future of your firm

CONTACT