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