1.What are you into?

Fierce independence

PE curious

Fierce independence and PE curious

ESOPs

2.What matters to you? Check all that apply.

Our people

Our clients

Our inefficient processes

Money, money, money

3.Catfishing alert: What is most likely to be inaccurate or misleading on your firm’s financials?

Partner spouses on payroll

Exorbitant rent for the building we own

One $12.50 burrito that was really a personal meal and not a business expense

Profitability

4.Hobbies outside of work? Check all that apply.

Raising a family

Pickleball

Admin work not finished during the 65-hour week

Hot yoga

5.Choose our first date:

Teams call with connection issues and poor lighting

Windowless hotel conference room

Dinner at a nice restaurant

Heli-skiing

6.Which would be your most likely deal breaker?

Size of offer is too small

Agonizing and exhausting terms negotiations

Honest conversations with previously acquired firms

7.What size diamond ring are you looking for or offering?

70%–80% of revenues

8–10x EBITDA

There is no ring big enough

8.What does your profile pic say about you?

Accountant through and through

I got a headshot once 15 years ago

Client delight

9.How are you utilizing AI?

We are definitely thinking about it

Have replaced all staff with AI agents

We relentlessly and meticulously deploy cutting-edge artificial intelligence to proactively and strategically transform data into precise, insightfully predictive, and client-centric financial brilliance.

Updated that profile pic with ease

10.Your position:

Total buyer (buyer only)

Looking to exit with next available buyer (seller only)

Always willing to talk and see where it goes (buyer and seller)

Abstinent (organic growth only)

11.Tell us more:

12.If you'd like us to follow up with you if we think we've found a match, or to continue this fun conversation, please share your name and email.