Professional Services Philadelphia, PA 240 employees

Regional CPA Firm with Advisory Services

Regional CPA and advisory firm with $31M revenue serving mid-market businesses and high-net-worth individuals

About This Business

Bridgepoint Advisory Group is a regional CPA firm providing audit, tax, and advisory services to mid-market businesses and high-net-worth individuals across the Mid-Atlantic region. The firm has 18 partners and 220+ professional staff with deep expertise in real estate, healthcare, and manufacturing verticals. Advisory services including transaction support, valuations, and outsourced CFO engagements represent a growing 30% of total revenue.

Key Highlights
18 partners and 220+ professionals with specialized industry vertical teams
Advisory services at 30% of revenue growing 15% annually vs. 4% for traditional audit/tax
Client retention rate of 96% with average client relationship of 9+ years
Top 200 CPA firm with Peer Review rating of Pass — highest available
Robust pipeline of outsourced CFO and controller engagements at premium billing rates
Financial Overview
Annual Revenue$31.0M
EBITDA$7.4M
Revenue Growth (YoY)7.0%
Year Founded1995
Employees240
Reason for Selling

Firm leadership is exploring a merger with a national firm or PE-backed CPA platform to provide career paths, technology investment, and succession planning for the partner group.

Documents Available in Data Room
Financial Statements
Tax Returns
Legal Documents
Operational Documents
Estimated Value
$38.9M – $50.0M
Asking Price
$44.4M

Company name and seller contact revealed after purchase. One-time fee.