myCPE
myCPE
myCPE

California Startup-Focused CPA Firm

Accounting and Financial Advisory for Tech Startups
San Francisco, California
$2,800,000
Founders pursuing new venture

Project Timeline

Project ID: 2308
Listed: 2023-07-15
Closed: 2023-09-30
Time to Sale: 77 days

Our Approach

  • Targeted larger firms with tech industry expertise
  • Developed comprehensive client transition plan
  • Structured deal to retain key staff with startup experience
  • Negotiated earnout based on client retention and revenue growth
  • Implemented gradual transition to maintain startup-friendly culture

Our Outcomes

Sale Price:18% above initial valuation
Client Retention:96% after 6 months
Deal Structure:65% cash, 35% performance-based earnout over 3 years
  • Expanded service offerings for startup clients
  • Retained all key employees with enhanced equity incentives