Meritoros
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Are you thinking of selling your accounting firm?

We offer two models of cooperation: the complete sale of your accounting firm or an equity partnership while maintaining operational autonomy.

Accounting firm owners approach us with various needs. Some want to exit the business entirely and sell their firm, while others are looking for a partner to help them further develop their firm. At Meritoros, we discuss both scenarios.

Complete Sale of Your Firm

If you plan to withdraw from running your business, we can discuss the acquisition of the entire enterprise — including clients, team, and business continuity.

Complete Sale of Your Firm

Sale of a Partial Stake

If you want to continue running your firm but also gain the support of a larger organization, we can discuss a partnership model with Meritoros taking a partial equity stake.

Sale of a Partial Stake

Complete Sale of Your Firm

Currently, we most often speak with firms that meet the following criteria:

We take over all or selected areas that require organization and ongoing supervision.

  • annual revenue: from approx. PLN 1.2M
  • software: Comarch Optima,
  • preferred locations: Warsaw, Kraków, Wrocław, Łódź, Upper Silesia, Rzeszów,
  • for larger entities we also analyse other locations.
Currently, we most often speak with firms that meet the following criteria:

Schedule a confidential, no-obligation call.

We will assess the fit and discuss a possible cooperation scenario.

Schedule a call

Don't meet all the criteria?

It is worth getting in touch — we will be happy to check whether we see scope for cooperation.

Team

For the partnership model

The partnership model is primarily aimed at firms that:

  • have annual turnover above PLN 3 million,
  • work on systems other than Optima, e.g. Enova, Symfonia,
  • want to continue growing the firm but gain access to greater resources,
  • are looking for support in the area of technology, processes, HR, marketing and operational development.

What do you gain as a Meritoros Partner?

access to process automation and robotics

support in digitisation and streamlining operations

access to expert knowledge and substantive partners

HR and recruitment support

marketing and sales support

internal quality and audit standards

the opportunity for further growth within the structures of a larger organisation

Let's talk

The first conversation is non-binding. We will determine which model makes sense and if there is room for cooperation.

    Porozmawiajmy

    What determines the valuation of an accounting firm?

    The value of an accounting firm does not depend solely on revenue. Factors such as client structure, profitability, process organization, systems used, team stability, and the degree of the firm's dependence on the owner are also significant. Therefore, we start every conversation by understanding the real business situation.

    The valuation is influenced by, among other things:

    • level and repeatability of revenue,
    • firm profitability,
    • client structure and concentration risk,
    • work organisation, technology and degree of process maturity.
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    How does selling an accounting firm work in practice?

    How does selling an accounting firm work in practice?

    If you want to better understand the intricacies of such a process, see the material where we discuss the most important issues related to selling a service company and acquiring an accounting firm.

    Accounting Firm Valuation Calculator

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