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Business Partners at Work

Practice Acquisition

Leveraging our expertise and resources to make strategic practice acquisitions.

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. 

Acquisition Criteria

We seek financial services firms that meet the following criteria.

  • U.S.-based

  • At least 5 years of profitable operation

  • $500,000 to $8,000,000 in revenue

  • EBITDA margin of 15% or more

  • At least 40% of clients are businesses

  • 5 or fewer owners/partners

  • Strong existing management teams

  • Industries: Accounting, Financial Advisory, Insurance Advisory

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