DescriptionTri-MSA CPA Platform | $2.6M EBITDA Across Detroit, Miami & New York
Company Overview
Established multi-market CPA and accounting services platform serving clients across the Detroit, Miami, and New York metropolitan areas. The business provides a diversified suite of recurring professional services including tax compliance and planning, bookkeeping, client accounting services (CAS), payroll, audit and assurance, estate planning support, business advisory, and fractional CFO solutions.
The platform is built upon three long-standing accounting practices with a combined operating history of more than 145 years and a multi-generational client base. Revenue is highly recurring, supported by annual tax filings, monthly bookkeeping engagements, payroll services, and ongoing advisory relationships. The business benefits from strong client retention, diversified revenue streams, and minimal customer concentration.
Serving more than 1,100 clients across multiple industries, the company maintains a strong presence in three of the nation’s largest and most economically diverse metropolitan markets. With experienced leadership teams, established operating infrastructure, and succession-ready ownership, the platform is positioned for continued growth through service expansion, operational modernization, and strategic acquisitions.
Key KPIs
* Combined Revenue: $6.0 Million
* Adjusted EBITDA: $2.6 Million
* EBITDA Margin: ~43%
* Metropolitan Markets: Detroit, Miami & New York
* Combined Operating History: 145+ Years
* Active Client Relationships: 1,100+
* Client Retention: Approximately 87%
* Largest Client Concentration: Less than 4% of Revenue
* Service Lines: Tax, Bookkeeping, Payroll, Audit & Assurance, Advisory, Fractional CFO, Estate Planning, Business Formation
* Geographic Coverage: Multi-State & Nationwide Client Reach
* Revenue Profile: Predominantly Recurring and Compliance-Driven
* Industry: Accounting & CPA Services
* Growth Strategy: Cross-Selling, Advisory Expansion, Operational Modernization & Strategic Acquisitions