Accounting Firm Rollup · Family Office

Sell Your Firm Once Now.
Sell It Again at
a Much Higher Multiple.

We acquire high-quality accounting, bookkeeping, payroll, and CFO services firms and combine them into a single platform — creating value through scale that no individual firm could achieve alone. You get liquidity today, rolling equity in what we build, and a second, much larger payout at exit.

Start a Confidential Conversation How It Works →

80–85%

Cash Payout at Close

3–4x

Entry Multiple

8–10x

Target Exit Multiple

+38%

EBITDA Lift from Cross-Sell

About Us

We Are Not
Private Equity.

Busenbark & Associates is a family office building a relationship-driven accounting and financial services platform through the strategic combination of high-quality firms. We are not a fund with a mandate to cut costs, reduce headcount, or flip businesses on a short timeline.

We are entrepreneurs. We understand that your clients trust you, your team depends on you, and your legacy matters. Our goal is to preserve exactly that — while giving you real liquidity today, a continuing leadership role, and meaningful upside in what we build together.

We also bring something most acquirers don’t: an existing business that serves the same small businesses your firm does. That overlap is not incidental — it creates immediate, quantifiable value from day one.

38%

EBITDA increase from cross-sell alone In a modeled analysis, combining our service offerings to just 10% of the client base increased the firm’s adjusted EBITDA via MRR by 38%.

The Rollup Strategy

How You Sell Twice

Individual accounting firms typically sell for 3–4x EBITDA. But a well-integrated platform of firms — with shared infrastructure, cross-sell revenue, and scale — can exit at 8–10x. That gap is called multiple expansion, and it is created primarily by combining firms together — not through aggressive cost cutting, workforce reductions, or raising fees on clients.

The Math, Simply

Your firm sells today at~3–4x EBITDA

Your rolled equity (15–20%)stays invested

We acquire 6–8 more firmstogether

Cross-sell adds to EBITDA+38% per firm

Platform exits at8–10x EBITDA

ResultYou sell the same firm twice — at two very different valuations.

You Sell 80–85% at Close

You receive a significant cash payout at a fair valuation. Real liquidity now, without waiting for retirement or a future buyer.

You Become Our CEO Partner

Your 15–20% equity rolls into our shared holdings company. You continue leading the firm operationally — with full autonomy and shared upside.

Combined Services Create Immediate Value

Our two businesses serve the same clients from different angles. That natural overlap creates a meaningful revenue opportunity for the combined platform from the start.

You Stay in Control

The owners we partner with continue to lead their firms. Day-to-day decisions, client relationships, staffing, and culture all stay with you. We are not acquiring your firm to run it. We are partnering with you because you already know how to run it well.

We Acquire 6–8 Additional Firms

Your rolling equity participates in every acquisition. The platform grows, your stake in it grows, and so does the eventual exit valuation.

Platform Exit at 8–10x

When the platform reaches scale — typically 5–10 years — we exit to a larger strategic buyer or private equity at a multiple individual firms could never achieve alone.

+38%

EBITDA increase from cross-sell Based on a modeled analysis of a comparable firm: combining our service offerings to just 10% of the client base increased the firm’s adjusted EBITDA via MRR by 38%.

The Cross-Sell Advantage

A Mutual Advantage for Both Sides

We bring complementary services that help small business clients increase their cash flow and improve their bottom line. The accounting and bookkeeping firms we partner with bring trusted client relationships and financial expertise. The overlap is natural — our clients need what your firm offers, and your clients benefit from what we bring.

This works in both directions. We introduce our services to your clients, and we bring our own client relationships into the partnership for your firm to serve. It is a genuine two-way referral relationship that creates value for clients on both sides — and adds meaningful, recurring revenue to the combined platform.

Mutual referral — we bring our clients to you, and your clients benefit from our services
Monthly recurring revenue that compounds over time
Increases combined EBITDA, which increases platform value at exit
10% client participation modeled at +38% EBITDA lift

Who We’re Looking For

The Right Firm. The Right Owner.

We are selective. We want firms with strong cultures, loyal clients, and owners who are excited about what five to ten more years can build — with the right partners and the right strategy behind them.

Sector

CPA firms, bookkeeping practices, payroll service companies, and CFO services of all specialties.

CPA · Bookkeeping · Payroll · CFO Services

Revenue

From growing independents to established multi-partner practices.

$750K – $10M Annual Revenue

Geography

Nationwide — the right partner could be anywhere.

Nationwide

Team

A team of 7 or more, with a culture built on client relationships and service.

7+ Employees

Owner Commitment

An owner who is energized by the vision and willing to lead for 5–10 more years as CEO partner.

5–10 Year Runway

Values

A reputation for integrity, long-term client relationships, and genuine care for employees.

Integrity · Legacy · Service

Not sure if you fit? Reach out anyway. Every situation is different, and the best partnerships often start with a simple question. All conversations are held in strict confidence.

Meet the Founder

Josh Busenbark

Founder — Busenbark & Associates

I have spent my career in direct sales and entrepreneurship, learning how trust is built, how client relationships are earned, and how small businesses actually operate. Today I work with small businesses across the country, offering services designed to help them increase cash flow and improve their bottom line.

What I noticed is that virtually all of my clients also use accounting, bookkeeping, payroll, and tax services — and the firm owners I started talking to were already serving many of the same businesses. That creates a genuine cross-sell opportunity in both directions, adding meaningful value to clients on both sides without disrupting how either business operates.

I have assembled a team of experienced M&A advisors, accountants, and attorneys to help me build this platform the right way. Now I am looking for the right CPA or firm owner who wants to become our CEO partner, lead what we build, and sell their firm twice at two very different valuations.

If that resonates with you — even a little — I would genuinely love to have a conversation.

Entrepreneur Small Business Services Cash Flow Consulting Experienced Advisory Team Buy-and-Build

Sell Your Firm Once Now.Sell It Again ata Much Higher Multiple.

We Are NotPrivate Equity.