Opportunity overview
This Minneapolis, MN outsourced accounting firm provides recurring bookkeeping, controller, and CFO support to small and midsize business clients. Established in 2017, the company generates $2.7M in gross revenue with $720K in adjusted EBITDA, and is offered at 3.3x adjusted EBITDA. The business runs a standardized monthly close process supported by a cloud accounting workflow, giving it a consistent, repeatable delivery model. Recurring monthly engagements across bookkeeping, controller, and CFO services provide ongoing revenue from a base of growing SMB clients. B2B professional services firms of this type often hold steady client relationships because financial support is mission-critical and difficult to switch. There is clear room to grow through expanded advisory work, tax coordination, and KPI reporting packages layered onto existing client relationships. This opportunity may suit a buyer seeking an established service business with recurring revenue and a defined operating process, or a strategic acquirer looking to add capacity and service lines. The full Deal Book, including financials and operational detail, is available after signing the NDA with a free buyer account.