When private equity calls about your firm, you have one chance to get the deal right. Exitaca sits on your side of the table — CPA-led, with public-company CFO and Wall Street operating experience. We get $5–10M firms ready for platform tuck-in interest before it arrives.
Your firm took thirty years to build. The buyer's M&A team has done this two hundred times in the last thirty months.
Since TowerBrook acquired EisnerAmper in 2021, well over a hundred PE investments have hit accounting and adjacent professional services. CPA roll-ups like Citrin Cooperman, Ascend, and Aprio — and Office-of-the-CFO platforms like E78 and Consero — are all hunting $5–10M tuck-ins across CPA, CFO services, and specialty tax.
The headline multiples sound generous — but only cash at close is guaranteed. Rollover equity, earnouts, and clawback provisions are engineered for buyer protection. Without an advisor who understands the structures, partners regularly leave seven figures on the table.
If three or four of these describe you, we should talk.
Pick your firm type, enter last year's profit, tap through the classic addbacks. Two minutes gets you an adjusted-EBITDA estimate and the multiple range buyers pay for firms like yours. Nothing you type is stored.
The advisors who dominate the CPA-firm space — Koltin, Whitman, Poe Group — bring deep firm-side knowledge, and they work the deals above $20M. Exitaca’s sweet spot is the $5–$10M professional services firm they pass over — CFO services, specialty tax, and CPA firms alike. And none of them have sat in a public-company CFO seat. Few have run their own practice. Exitaca brings all three.
25+ years in tax and advisory, with EY origins. Currently runs a CPA practice serving entrepreneurs, traders, and expats. Understands how partner comp, client concentration, and tax-quality issues are read by a sophisticated buyer.
Former CFO of NYSE- and NASDAQ-listed companies. Has been through SEC reporting, audit committees, and the kind of diligence questions PE buyers bring to the table. We've answered them — for a public board.
Direct operating experience with the deal mechanics, leverage structures, and earnout dynamics PE firms use. We translate the term sheet from buyer-speak into the actual economics for each partner.
We build live EBITDA, partner-comp, and client-concentration dashboards before a buyer ever asks. When diligence begins, your firm answers questions in days rather than weeks — and the difference shows up in the final terms.
Brokers don't get paid until a deal closes — so they push firms to market too early, at a lower price. We are not brokers. We are exit-readiness consultants, and the engagement funds the work that actually moves your multiple.
A monthly engagement covering the work that determines your valuation — typically twelve to eighteen months before going to market.
When buyers arrive, you and your deal counsel run the transaction. We stay at your side as the numbers people — the preparation team the buyer's diligence has to get past.
A complimentary discovery call. Confidential by default. No pressure, no pitch — a conversation about your firm, your options, and what a sophisticated buyer would actually pay.
Request a discovery call