Thoughtful buyers of bookkeeping and back-office firms.
We focus on long-term ownership, respect for founder legacy, and smooth, confidential transitions that preserve your team and client relationships.
Remillard Group is an independent operator focused on acquiring one exceptional bookkeeping or accounting firm—not building a portfolio. Based in Southern California, we're open to acquiring U.S.-based firms that align with our values and vision.
Our approach is built on a long-term mindset. We're not looking to flip businesses or impose rigid corporate structures. Instead, we bring hands-on operational experience in software, systems, and process improvement—skills that help us enhance what you've built without disrupting the culture and relationships that make your firm successful.
When you sell to Remillard Group, you're partnering with someone who understands that your team and clients are your greatest assets. We're committed to preserving both, ensuring a transition that honors your legacy while positioning the business for sustainable growth.
Our ideal acquisition target combines strong fundamentals with a team and culture worth preserving.
Bookkeeping, outsourced accounting, controller services, or related back-office financial services.
United States-based firms, whether fully remote, hybrid, or in-person operations.
$500K–$4M in annual revenue. We're flexible and can discuss opportunities outside this range.
Small business clients with recurring monthly work. Stable, long-term relationships are a significant plus.
Existing staff that you want to retain and support. We value continuity and team culture.
Recurring revenue models preferred, with clear processes and systems in place.
A straightforward, confidential process designed to respect your time and protect your business.
A confidential, no-obligation discussion to understand your business and goals. We'll answer your questions and explore fit.
We'll review key financials, client base, and operations at a high level to determine mutual interest and alignment.
If we're aligned, we'll move to a letter of intent and begin detailed due diligence with your cooperation.
We'll work together to close the transaction and execute a transition plan that preserves your team and client relationships.
Throughout the process, confidentiality is paramount. We'll work with you to ensure your team and clients remain unaware until you're ready to share.
Common questions from firm owners exploring a sale.
Yes. We view your team as a core asset and are committed to retaining and supporting them. Our goal is continuity, not disruption.
Not necessarily. We work directly with owners and are happy to work with brokers if you're already engaged with one. Either way, we'll ensure a professional, respectful process.
Typically 60–90 days from letter of intent to closing, depending on complexity and due diligence requirements. We move efficiently while being thorough.
Absolutely. We'll sign a non-disclosure agreement before any detailed discussions, and we'll work with you to ensure your team and clients remain unaware until you're ready to share.
Yes, we're open to flexible transition arrangements. If you'd like to stay on for a period to ensure a smooth handoff, we can discuss options that work for both of us.
We're an independent operator focused on one acquisition, not a portfolio. You'll work directly with the owner-operator, not a committee. We prioritize preserving your legacy, team, and client relationships over rapid growth or cost-cutting.
If you're exploring a sale now or in the next 12–24 months, I'd be happy to talk confidentially.
Or reach out directly:
info@remillardgroup.com