Acquisition Model

Kingstowne Advisors seeks to acquire established, profitable accounting and financial services practices. We seek firms run by experienced CPAs and advisors who wish to exit within 24 to 36 months based on a clearly defined succession plan. While our objective is to purchase accounting and advisory firms outright, we do consider arrangements that allow existing firm ownership to participate in the increased returns generated post acquisition. Our acquisition thesis is built on respecting the value that existing firm owners created prior to our involvement and providing a means wherever reasonable, for them to extract that value while still serving the needs of firm clients.