Two ways forward for your practice. We fund both.
MicroTax is building a national platform of tax and accounting firms. We acquire practices, and we bring the team, the technology and the capital a firm needs to grow past what one owner can carry.
Request a Confidential ConversationA mutual NDA is signed before anything about your practice is discussed.
Sound familiar
Four things we hear from almost every owner
"I raised fees eight percent and lost two clients I had for fifteen years. It was not worth it."
Firm owner, $900K practice"I know there is more I could do for these people. I do not have a single hour between January and April to do it."
Firm owner, $1.4M practice"Three buyers have called me this year. Not one of them told me what actually happens after I sign."
Firm owner, $2M practice"I am sixty-three. I do not want to work another ten years, and I do not want to hand my clients to someone who will churn them."
Firm owner, $700K practiceThe opportunity
Your clients will not pay more for the same work.
You have probably tested it. You raise a fee, the client pushes back, and a relationship you spent twenty years building turns into a conversation about a few hundred dollars.
That is not a pricing problem. Clients pay for outcomes they can see. They were going to file either way, so the filing does not feel like a decision they made. A strategy that changes what they owe does. It is different work, it carries a different value in the client's eyes, and it is the one thing they will happily pay more for.
The revenue is already sitting inside the book you have. It is not waiting in the market.
Where you are
The wall is different at every size
Find your revenue and you will recognize the constraint. What we bring changes depending on which one you are up against.
You are the firm. Every return, every call, every judgment call comes through you.
Capacity first. A delivery bench takes the volume off you before anything else is worth attempting.
You have a team and you are still the bottleneck. Growth means hiring ahead of revenue, and that is a risk you are carrying alone.
Capital and a bench. We fund the hire and supply the people, so growth stops being a bet you make with your own balance sheet.
The firm needs real infrastructure and nobody in the building has time to build it.
Platform, process and the people who run them, working with the systems you already have.
You have a business rather than a practice. The open question is what happens to it, and when.
A structured transition on your timeline, whether that is an exit now or a longer runway with equity in something larger.
What we bring
Our team, and the resources to scale with you
A delivery team that carries the volume
You can see work you are not staffed to take. Hiring your way there costs money and eighteen months, and it is the reason most firms this size stay this size.
Our bench works behind your firm, under your brand. Preparation, review and advisory delivery scale with the book instead of with your headcount.
Growth from the clients you already have
We bring the strategy library, the advisory playbook and the specialists who deliver it. Our team runs the program against your book so the work reaches clients on a schedule that fits your season.
The capital to fund it
Growth costs money before it makes money. Hiring, training and marketing all land before the revenue does, which is why most owners decide not to try.
We fund it. That holds whether we partner with you or acquire the practice outright, and it means the timeline is ours to carry rather than yours.
Technology that makes the whole firm faster
You have built systems that work. Most owners have, piece by piece, over years. What is hard to find is the time and the people to get those systems talking to each other and to keep pace with what is arriving in this profession now.
We bring our own platform and the people who run it, and we put your existing tools to better use rather than tearing them out. Where what you have is good, we build on it.
What changes
What gets added
Your firm keeps running. This is what it gains.
An advisory service layer
Strategy work your clients are not offered today, delivered under your firm's name.
A specialist bench
People to escalate to on entity structuring, cost segregation, credits and estate design.
An opportunity analysis
Your book read against our model, so you can see the scale of what is there before you commit.
Platform and infrastructure
The technology stack and the people who run it, working with what you already have.
Advisory training for your team
Your staff learns to spot and scope the work rather than hand it away.
A national platform behind you
Capital, shared capability, and firms across the country solving the same problems.
Why owners work with us
Four reasons it is easy to say yes
You
Room for an owner who wants to exit and retire, and room for one who wants to stay and help build. We build the deal around the one you choose.
Your clients
They keep the firm and the people they trust. The work they come to you for continues, and you stay in front of them throughout.
Your staff
Your team gains advisory training and a bench to escalate to. Anything affecting your people is worked out with you in person, not announced.
Your process
Due diligence is quick and light. The integration plan is agreed before the final agreement is signed, so nothing about deployment is a surprise.
The process
Quick to agree. Easy to deploy.
Everything about the practice sits behind a mutual NDA, and nothing is deployed until after close.
Before close
- Mutual NDA Signed firstNothing about your practice is discussed before it is executed.
- Discovery and fitA conversation about your book, your timeline, and what you want out of the next few years. You do not need to bring financials to start.
- Opportunity analysisWe run your client base through our model and give you the headline: what share of your clients have a real advisory opportunity, and the revenue range that represents.
- Letter of intent GateSigned on what the analysis found, not on a projection.
- Terms, ownership and successionStructure agreed and documented, including whether you exit or stay on and for how long.
- Integration plan, then closeWe build the deployment plan with you and agree it before the final agreement is signed.
Technology and training go in alongside how you work today, on the timeline already agreed. We work around busy season, never through it.
Our team takes the advisory program to your book and reviews the results with you openly.
Questions
The questions owners actually ask
What happens to my staff?
Your team gains advisory training and a specialist bench to escalate to. Roles, titles and reporting lines are worked through with you during terms, not decided for you afterwards. If something needs to change, you hear it from us in a conversation before it is in a document.
What happens to my clients?
They keep the firm and the people they know. The work they already come to you for continues without interruption, and you stay the face of the relationship.
The advisory program runs on a plan we build with you before anything reaches a client, sequenced around your season and your book.
What happens to my name?
Your brand, your name on the door, your letterhead and your engagement letters. The advisory layer runs underneath it.
How do you value my practice?
On a combination of top line and EBITDA, the way every serious buyer in this market values a practice. Client concentration, non-recurring revenue, realization and staff continuity are secondary considerations. They can be problems, and we will talk about them, but they are not the method.
How does the deal get structured?
That depends on what you want. An outright sale, a partnership with capital behind it, or a staged transition where you stay on for a defined period all sit on the table.
Every number is in front of you in writing before you sign anything. We would rather work through it in a conversation than publish a structure that turns out not to fit your firm.
Who you would be partnering with
Five co-founders, and what each one does
You are not selling to a fund. These are the people you would deal with, and the ones accountable if this goes wrong.
Ron James
Co-Founder
Runs integration for every practice that joins. He builds the plan for your book and your staff meets him first. Spent a decade at H&R Block, most of it as a regional director across seven western states.
Salil Jain
Co-Founder
Handles the capital side and the deal itself. Advises Partners Group on private equity diligence and acquisitions, and buys and rebuilds service businesses as an operating partner.
Harry Kemper
Co-Founder
Builds the firm network and is usually the first call. Fourteen years recovering telecom taxes and fees for large companies. Based in Illinois, because most practices worth talking to are not in Silicon Valley.
Sunil Cherian
Co-Founder
Sets platform direction and leads capital. Founding team member at Array Networks, from startup through IPO. Later founding CEO of Mentor Global, and sits on the board of a listed acquisition company.
Reenu Cherian
Co-Founder
Leads the advisory work your clients would receive and is accountable for the plan. Trained as a computer engineer before moving into financial strategy, which is where the systematic approach comes from.
Get started
Start with a conversation about your goals and your timeline.
Not a term sheet, not a valuation. A call about what you want the next few years to look like. A mutual NDA is signed before anything about your practice is discussed.