Introduction
Professional services firms, like accounting and law, rely heavily on client relationships. Yaw Capital structured financing for a $3.4M CPA firm buyout.
The Challenge
- Heavy goodwill with limited assets.
- Client retention risk.
- Need for seller to remain during transition.
Our Solution
Yaw Capital arranged:
- SBA financing with seller note.
- Transition plan with seller staying 6 months.
- Emphasis on long-term recurring client contracts.
The Outcome
Closed in 74 days. Client retention exceeded expectations, and buyer added new service lines.
Key Takeaways
- Client contracts add financing confidence.
- Transition agreements mitigate churn risk.
- SBA works well for goodwill-heavy professional services.
