Accounting-Practice Acquisitions
A funded acquirer of accounting, tax, bookkeeping and CAS practices — we buy, operate, and grow them for the long term.
Vertis Holdings is the acquisition vehicle of Vertis Group Inc. We acquire established accounting, tax, bookkeeping and client-advisory (CAS) practices and operate them together as a single, well-run group.
Our thesis is straightforward: buy good practices, keep their teams and clients, and make them better with modern operating technology. We are long-term owners — we buy to operate and grow, not to flip.
Sector
Accounting, Tax & Bookkeeping
Model
Buy · Operate · Grow
Horizon
Long-Term Ownership
We focus on established accounting and bookkeeping practices with loyal clients and recurring, advisory-weighted revenue.
A confidential, NDA-first process with fair, transparent structures and a funded close that respects the legacy you built.
We keep your team and clients in place and modernize the practice with proprietary operating technology — then invest in its next chapter.
The people behind Vertis Holdings. Brokers and sellers work with us directly.
Chief Executive Officer
Sets acquisition strategy and capital allocation across the Vertis Holdings portfolio.
Acquisitions
Leads acquisition origination and broker relationships — confidential reviews, NDAs and indications of interest. Your direct point of contact.
[email protected] (602) 377-2085Funded
Committed acquisition funding. Proof of funds provided to brokers under NDA.
Decisive
In-house authority to move quickly — confidential review, indication of interest, and a funded close without outside committees.
Long-Term Operators
A Vertis Group Inc. company. We run an internal operating platform and keep the teams we acquire. We are buyers, not flippers.
Whether you're a practice owner considering your next step or a broker with a confidential opportunity, you'll deal with our acquisitions lead directly. Brokers — see our confidentiality commitment and buyer profile.
General inquiries: [email protected]