PATIENT EQUITY PARTNERS

APPROACH

As an owner and operator of our companies, we work side-by-side with management teams to create shareholder value. We offer tax and accounting expertise to searchers without a tax or accounting background who are pursuing acquisitions of CPA firms. Our sector-focused approach provides in-depth industry-specific knowledge that allows us to make more informed decisions.

Investment Criteria

We invest alongside searchers pursuing acquisitions of CPA and home health companies. If you have executed an LOI on a prospective acquisition, we would welcome the opportunity to evaluate the investment.

Sector Focus

Tax & Accounting