Koffex Capital Roll-Up Program
Stronger firms,
Lasting values
At Koffex Capital, we’re creating one of the first dedicated roll-up platforms in the accounting industry. Our mission is to unite high-quality independent accounting and tax practices under one umbrella, leveraging scale, efficiency, and advanced tax strategies to drive growth and profitability.
Key Strategic Benefits for Firm Owners
- Liquidity Today – Cash payout at closing.
- Equity in the Future – Participate in upside growth through rollover equity.
- Higher Multiples – Small firms sell for 2X–3X EBITDA, while roll-ups exit at 6X–10X
- Operational Support – Centralized HR, IT, compliance, and marketing.
- Client & Staff Retention – We protect your relationships and legacy.
- Succession Planning – Smooth transition for retiring partners.
How the Roll-Up Works
Direct Acquisition or Equity Rollover
- Firm owners sell their practice to Koffex Capital.
- A portion of the purchase price is paid in cash at closing.
- The remainder can be rolled into equity in the parent company, allowing sellers to benefit from future growth and higher multiples at exit.
Operational Integration
- We consolidate back-office functions (HR, payroll, marketing, tech) for efficiency.
- Practices maintain their local identity and client relationships, while gaining the strength of a larger group.
Scalability & Growth
- Leveraging shared resources, centralized marketing, and industry partnerships.
- Cross-selling opportunities (bookkeeping, payroll, tax planning, business advisory).
- Technology integration (cloud platforms, AI, offshore support).
Final Exit Strategy
- By combining multiple firms into a larger, more profitable entity, we can sell the platform to private equity, institutional investors, or go public.
- The larger entity commands higher multiples (6X–10X EBITDA vs 2X–3X standalone.), creating significant upside for rollover equity holders.
Why Firms Join Our Roll-Up Program
Growth & Succession
Independent firms with $1M–$5M in revenue seeking growth, succession, or partial exit.
Liquidity & Upside
Scalability
Expansion
Hear From Our Satisfied Partners
★★★★★
“Selling my firm to Koffex Capital was the best decision I made. The process was seamless and respectful of my legacy.”
★★★★★
“Koffex Capital’s direct approach saved me time and ensured my clients and staff were well taken care of.”
★★★★★
“The transparency and efficiency of Koffex Capital’s team made the transition smooth and stress-free.”
The Koffex Capital Roll-Up Program
The Koffex Capital Roll-Up Program is designed for firm owners who want the best of both worlds immediate liquidity plus a share in the future value created by consolidation. By joining forces, we create a stronger, more competitive platform in the accounting industry.