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 industry. We specialize in acquiring accounting and bookkeeping businesses from individuals who are looking to transition their firm but desire to make sure the employees and the customers are taken care of with strong, 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 and transition leadership

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

• Long-tenured client base

Transaction Size:

• Firm Revenue between $400k - $5M

• Cash Flow between $300k –$2.5M

Geographic Area:

• Headquartered in the Great Lakes and South East region

Industry Focus:

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