Koffex Capital Roll-Up Program
Stronger firms,
Lasting values
At Koffex Capital, we’re creating one of the first dedicated roll-up platforms in the accounting industry. Our mission is to unite high-quality independent accounting and tax practices under one umbrella, leveraging scale, efficiency, and advanced tax strategies to drive growth and profitability.
Key Strategic Benefits for Firm Owners
- Liquidity Today – Cash payout at closing.
- Equity in the Future – Participate in upside growth through rollover equity.
- Higher Multiples – Small firms sell for 2X–3X EBITDA, while roll-ups exit at 6X–10X
- Operational Support – Centralized HR, IT, compliance, and marketing.
- Client & Staff Retention – We protect your relationships and legacy.
- Succession Planning – Smooth transition for retiring partners.
How the Roll-Up Works
Direct Acquisition or Equity Rollover
- Firm owners sell their practice to Koffex Capital.
- A portion of the purchase price is paid in cash at closing.
- The remainder can be rolled into equity in the parent company, allowing sellers to benefit from future growth and higher multiples at exit.
Operational Integration
- We consolidate back-office functions (HR, payroll, marketing, tech) for efficiency.
- Practices maintain their local identity and client relationships, while gaining the strength of a larger group.
Scalability & Growth
- Leveraging shared resources, centralized marketing, and industry partnerships.
- Cross-selling opportunities (bookkeeping, payroll, tax planning, business advisory).
- Technology integration (cloud platforms, AI, offshore support).
Final Exit Strategy
- By combining multiple firms into a larger, more profitable entity, we can sell the platform to private equity, institutional investors, or go public.
- The larger entity commands higher multiples (6X–10X EBITDA vs 2X–3X standalone.), creating significant upside for rollover equity holders.
Why Choose Koffex Roll-up?
Growth & Succession
Independent firms with $1M–$5M in revenue seeking growth, succession, or partial exit.
Liquidity & Upside
Scalability
Expansion
Hear From Our Satisfied Partners
“Selling my firm to Koffex Capital was the best decision I made. The process was seamless and respectful of my legacy.”
Daniel Hughes, Former Firm Owner
“Koffex Capital’s direct approach saved me time and ensured my clients and staff were well taken care of.”
Olivia Bennett, Retired CPA
“The transparency and efficiency of Koffex Capital’s team made the transition smooth and stress-free.”
Christopher, Former Accounting Firm Owner
Ready for a Seamless Transition?
Contact us today for a confidential consultation and see how Koffex Capital can simplify your firm’s acquisition.
Ready for a Seamless Transition?
Contact us today for a confidential consultation and see how Koffex Capital can simplify your firm’s acquisition.