Investing In and Growing Local Accounting Firms

Headquartered in Grand Rapids, MI we are a family investment office that acquires companies in the professional and business service industries. We specialize in acquiring accounting, bookkeeping and tax firms from individuals who are looking to transition their firm but desire to make sure the employees and clients are taken care of with long-term next generation ownership.

Our team has extensive experience working with business owners and are flexible in transaction structures. Please contact us to learn more about how you can partner with Tomex Holdings.

Investment Criteria

Transaction Type:

• Firm owners looking to retire, transition leadership and make sure their customers are taken care of

• Talented and reliable staff with a goal to maintain operations, culture and location

• Long-tenured client base

Transaction Size:

• Firm Revenue between $400k - $5M

• Cash Flow between $300k –$2.5M

Geographic Area:

• Headquartered in Great Lakes and South East Regions

Industry Focus:

• Accounting, Tax, Bookkeeping, Payroll, Wealth Management, Outsourced CFO Services, M&A Consulting, Management Advisory and General Business Services