Project CPA
Business Overview
A modern and technology-forward public accounting and advisory firm providing full-service tax, assurance, and consulting solutions to entrepreneurs and small to mid-sized businesses across Canada. The firm has built a strong reputation for its digitized service delivery, national reach, and ability to support clients across multiple jurisdictions. Positioned at the forefront of a fragmented and aging industry, it serves as the anchor platform for a national roll-up strategy.
Track Record
Operating History: Over a decade of growth as a trusted accounting and advisory firm, serving a wide range of small business and corporate clients nationwide.
Customer Base: Supports thousands of recurring clients, from incorporated professionals and family businesses to fast-growing private companies.
Scale: Generates multi-million-dollar recurring revenue from tax, accounting, and advisory services, with an expanding client base across multiple provinces.
Leadership Alignment: Led by an experienced management team focused on digital transformation, automation, and national expansion, aligned with investors to drive sustained growth.
Growth Strategy
Platform Expansion: Act as the core acquisition platform for a roll-up strategy targeting independent CPA firms across Ontario, Alberta, and British Columbia.
Succession-Driven Acquisitions: Capitalize on the aging ownership base — with over 60% of CPA practice owners above 60 years old — by providing succession solutions through acquisition and integration.
Operational Synergies: Implement a unified IT and practice management stack, centralized back-office functions, shared HR and offshore staffing, and standardized pricing and client onboarding models.
Digital Differentiation: Scale through a fully digitized workflow, cloud-native infrastructure, and automation of compliance work to improve efficiency and client experience.
Geographic Expansion: Build regional hubs across Western and Central Canada to expand reach while maintaining local relationships and community presence.
Investment Overview
This investment represents the acquisition of a leading Canadian accounting and advisory firm that will serve as the foundation for a national consolidation strategy within the CPA sector. The platform targets a base case IRR of approximately 30%, driven by strategic acquisitions, technology integration, and operational efficiencies.
Investors can set up an account on the PE Gate platform to access the detailed Investment Memorandum and indicate interest in participating in this consolidation opportunity. This investment is for accredited investors only.