Professional Services Firm Buyout

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.