What we FOCUS on

While we have the flexibility to move outside of our target criteria we generally look for practices that meet the following criteria

  • Revenue of $200,000 - $1,500,000 
  • Rocky Mountain region
  • Healthy mix between business and individual work
  • Emphasis on tax with supportive segments such as accounting and payroll

WHAT WE OFFER

While the details of each agreement vary, most of our transactions contain the following structural elements

  • 1oo% buy-out 
  • 60% - 90% down payment / 10% - 40% seller-note
  • Competitive compensation through transition period
  • Growth and retention incentives 

WHAT WE EXPECT FROM YOU

A smooth transition for your clients is in the best interest of both parties. We have seen the greatest success when the selling Principle

  • Stays involved in a mutually agreed capacity for 12 - 24 months
  • Exhibits genuine, sustained confidence in Platform staff 
  • Proactively reaches-out and manages client relationships through the transition

If you think we may be a good fit for your firm please send us a note and we will get in touch.

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