Own the firm you would otherwise manage.
Ownership usually means a decade of partnership politics or a buy-in you finance alone. We offer a third route: majority ownership of an established California CPA practice, backed by committed capital and a retiring owner who stays through the transition.
- —An active CPA license and practice experience: you sign returns and sit with clients.
- —The judgment to run a book and the patience to earn a retiring owner's trust.
- —The intent to stay for years, as an owner.
- —Committed capital to acquire the practice, so you do not borrow against your house.
- —An AI-enabled platform that takes intake, data entry, reconciliation, and chasing off your desk.
- —Back office, billing, admin, and marketing, carried by the MSO so you can practice.
- —A retiring owner who stays through transition, introducing you client by client.
- —A founding CPA, Denis Shulga, CPA, EA, who sets professional standards across the group.
Licensed CPAs hold majority ownership and full professional control of every firm, a structure built around the California Accountancy Act. See how the platform works.
One call, or one note
Book a call, or send a note from the contact page and choose “CPA seeking ownership”. Tell us where you practice, what you sign, and what kind of firm you would want to run. A principal reads and answers every message. Prefer email? [email protected], subject “Ownership”.