Managing Partner – CPA and Advisory Services

About the Opportunity:
Yorktown Search Partners is conducting a confidential search on behalf of a rapidly growing firm in the CPA and advisory services sector. The firm is expanding through a strategic roll-up of high-quality CPA firms across North America. The Managing Partner – CPA and Advisory Services will be responsible for leading the firms growth, overseeing acquisitions, and driving the long-term strategic vision. This is an exceptional opportunity to join a firm on a path to becoming a market leader, with plans to reach $1B in revenue within 5-7 years. The Managing Partner will also secure a significant equity stake in the business, aligned with the firms success.

Role Overview:

As the Managing Partner, you will lead the roll-up strategy, manage acquisitions, and oversee the integration of acquired firms. This role demands a visionary leader with expertise in driving growth through acquisitions and operational excellence. You will work closely with investors, partners, and senior leadership to position the firm for long-term success.

Key Responsibilities:

• Strategic Leadership:
• • Lead the firms acquisition strategy by sourcing, negotiating, and closing acquisitions of mid-sized CPA firms in Toronto.
  • Develop and execute the firms long-term growth strategy, establishing it as a leader in CPA and advisory services.
  • Build and maintain relationships with private equity partners, investors, and target firms.
• Operational Integration:
• • Oversee the integration of acquired firms, ensuring smooth operations, consistency of services, and alignment with the firms goals.
  • Implement centralized platforms and technology to improve efficiency and profitability across the firm.
• Financial Management:
• • Manage the firms financial performance, ensuring profitability and delivering regular financial insights to stakeholders.
  • Oversee P&L, budgeting, and forecasting to ensure financial goals are met.
• Team and Talent Development:
• • Foster a collaborative, high-performance culture within the firm.
  • Lead, mentor, and develop the next generation of leaders to ensure long-term sustainability.

Ideal Candidate:

• Leadership Experience: At least 10 years of experience in the CPA or financial services industry, with a proven track record in leading acquisitions and scaling businesses.
• Deal-Making Expertise: Strong experience in mergers and acquisitions, particularly within the CPA or financial advisory sector. Ability to source, structure, and close deals successfully.
• Strategic Vision: A visionary leader who can develop and execute a growth strategy, with an understanding of industry trends and opportunities.
• Operational Excellence: Proven ability to integrate acquired firms and drive operational efficiencies across the organization.
• Financial Acumen: Strong understanding of financial management, including oversight of P&L, budgeting, and financial reporting.
• Investor Management: Experience working with private equity, institutional investors, or high-net-worth individuals, providing transparency and strategic guidance.

Investment Requirement:

• $100,000 Buy-In: The Managing Partner will be required to make a $100,000 investment as part of the equity buy-in. This investment aligns the Managing Partner’s success with the long-term growth and profitability of the firm, providing a significant ownership stake.

What We Offer:

• Equity Stake: A meaningful equity stake with significant long-term financial upside.
• Leadership Opportunity: The opportunity to lead a rapidly growing firm and influence the future of the CPA and advisory services industry.
• Competitive Compensation: Competitive salary, performance-based bonuses, and equity participation.
• Collaborative Environment: A dynamic, entrepreneurial culture focused on growth, innovation, and excellence.
• Professional Growth: An opportunity to leave a lasting legacy in the industry.

How to Apply:

This is a confidential opportunity for an experienced and entrepreneurial leader. If you are interested in this unique role and meet the qualifications, please submit your resume and a brief cover letter outlining your experience and vision for the role. The name of the client will be disclosed to shortlisted candidates.